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IBEW LOCAL 25 HEALTH & BENEFIT FUND 401k Plan overview

Plan NameIBEW LOCAL 25 HEALTH & BENEFIT FUND
Plan identification number 501

IBEW LOCAL 25 HEALTH & BENEFIT FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE IBEW LOCAL 25 HEALTH & BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE IBEW LOCAL 25 HEALTH & BENEFIT FUND
Employer identification number (EIN):111630810
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 25 HEALTH & BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01RYAN CASEY2023-06-14 CLIFFORD SEAMAN2023-06-14
5012021-01-01KEVIN CASEY2022-06-29 CLIFF SEAMAN2022-06-29
5012020-01-01JAMES P. MALLEY2021-06-24 JAMES W. KENNEDY2021-06-24
5012019-01-01JAMES P. MALLEY2020-07-27 JAMES W. KENNEDY2020-07-27
5012018-01-01JAMES P. MALLEY2019-06-04 JAMES W. KENNEDY2019-06-04
5012017-01-01
5012016-01-01CAROL WESTFALL
5012015-01-01CAROL WESTFALL
5012014-01-01CAROL WESTFALL
5012013-01-01CAROL WESTFALL
5012012-01-01CAROL WESTFALL
5012011-01-01VINCENT F. PANETTIERI
5012009-01-01CAROL WESTFALL

Plan Statistics for IBEW LOCAL 25 HEALTH & BENEFIT FUND

401k plan membership statisitcs for IBEW LOCAL 25 HEALTH & BENEFIT FUND

Measure Date Value
2022: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,518
Total number of active participants reported on line 7a of the Form 55002022-01-011,699
Number of retired or separated participants receiving benefits2022-01-01832
Total of all active and inactive participants2022-01-012,531
Number of employers contributing to the scheme2022-01-01119
2021: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,418
Total number of active participants reported on line 7a of the Form 55002021-01-011,725
Number of retired or separated participants receiving benefits2021-01-01793
Total of all active and inactive participants2021-01-012,518
Number of employers contributing to the scheme2021-01-01126
2020: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,639
Total number of active participants reported on line 7a of the Form 55002020-01-011,600
Number of retired or separated participants receiving benefits2020-01-01818
Total of all active and inactive participants2020-01-012,418
Number of employers contributing to the scheme2020-01-01126
2019: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,487
Total number of active participants reported on line 7a of the Form 55002019-01-011,796
Number of retired or separated participants receiving benefits2019-01-01843
Total of all active and inactive participants2019-01-012,639
Number of employers contributing to the scheme2019-01-01130
2018: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,513
Total number of active participants reported on line 7a of the Form 55002018-01-011,635
Number of retired or separated participants receiving benefits2018-01-01852
Total of all active and inactive participants2018-01-012,487
Number of employers contributing to the scheme2018-01-01131
2017: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,449
Total number of active participants reported on line 7a of the Form 55002017-01-011,647
Number of retired or separated participants receiving benefits2017-01-01866
Total of all active and inactive participants2017-01-012,513
Number of employers contributing to the scheme2017-01-01126
2016: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,305
Total number of active participants reported on line 7a of the Form 55002016-01-011,560
Number of retired or separated participants receiving benefits2016-01-01889
Total of all active and inactive participants2016-01-012,449
Number of employers contributing to the scheme2016-01-01125
2015: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,406
Total number of active participants reported on line 7a of the Form 55002015-01-011,392
Number of retired or separated participants receiving benefits2015-01-01913
Total of all active and inactive participants2015-01-012,305
Number of employers contributing to the scheme2015-01-01131
2014: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,414
Total number of active participants reported on line 7a of the Form 55002014-01-011,472
Number of retired or separated participants receiving benefits2014-01-01934
Total of all active and inactive participants2014-01-012,406
Number of employers contributing to the scheme2014-01-01133
2013: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,484
Total number of active participants reported on line 7a of the Form 55002013-01-011,462
Number of retired or separated participants receiving benefits2013-01-01952
Total of all active and inactive participants2013-01-012,414
Number of employers contributing to the scheme2013-01-01131
2012: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,500
Total number of active participants reported on line 7a of the Form 55002012-01-011,532
Number of retired or separated participants receiving benefits2012-01-01952
Total of all active and inactive participants2012-01-012,484
Number of employers contributing to the scheme2012-01-01137
2011: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,545
Total number of active participants reported on line 7a of the Form 55002011-01-011,535
Number of retired or separated participants receiving benefits2011-01-01965
Total of all active and inactive participants2011-01-012,500
Number of employers contributing to the scheme2011-01-01146
2009: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,775
Total number of active participants reported on line 7a of the Form 55002009-01-011,611
Number of retired or separated participants receiving benefits2009-01-01946
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,557
Number of employers contributing to the scheme2009-01-01157

Financial Data on IBEW LOCAL 25 HEALTH & BENEFIT FUND

Measure Date Value
2022 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,429,182
Total unrealized appreciation/depreciation of assets2022-12-31$-1,429,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,782,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,252,254
Total income from all sources (including contributions)2022-12-31$38,429,049
Total loss/gain on sale of assets2022-12-31$-1,309,524
Total of all expenses incurred2022-12-31$46,360,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$45,008,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,139,300
Value of total assets at end of year2022-12-31$71,009,966
Value of total assets at beginning of year2022-12-31$77,411,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,352,091
Total interest from all sources2022-12-31$778,253
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$274,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$274,194
Administrative expenses professional fees incurred2022-12-31$262,482
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,351,263
Assets. Other investments not covered elsewhere at end of year2022-12-31$730,917
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$940,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,361,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,031,934
Other income not declared elsewhere2022-12-31$936
Administrative expenses (other) incurred2022-12-31$914,371
Liabilities. Value of operating payables at end of year2022-12-31$778,442
Liabilities. Value of operating payables at beginning of year2022-12-31$881,454
Total non interest bearing cash at end of year2022-12-31$1,841,175
Total non interest bearing cash at beginning of year2022-12-31$2,640,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,931,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,227,927
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$73,159,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$175,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,459,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,283,971
Interest earned on other investments2022-12-31$30,390
Income. Interest from US Government securities2022-12-31$420,981
Income. Interest from corporate debt instruments2022-12-31$326,882
Value of interest in common/collective trusts at end of year2022-12-31$7,309,080
Value of interest in common/collective trusts at beginning of year2022-12-31$8,333,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,735
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,425,848
Asset value of US Government securities at end of year2022-12-31$31,975,917
Asset value of US Government securities at beginning of year2022-12-31$30,125,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,030,095
Net investment gain or loss from common/collective trusts2022-12-31$-994,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,788,037
Employer contributions (assets) at end of year2022-12-31$4,610,433
Employer contributions (assets) at beginning of year2022-12-31$5,185,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,582,344
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$9,405,799
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$11,057,649
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,241,157
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$6,760,651
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,003,597
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,370,800
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$50,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$47,394,496
Aggregate carrying amount (costs) on sale of assets2022-12-31$48,704,020
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI. LLP
Accountancy firm EIN2022-12-31121577780
2021 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-649,631
Total unrealized appreciation/depreciation of assets2021-12-31$-649,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,252,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,412,059
Total income from all sources (including contributions)2021-12-31$46,607,063
Total loss/gain on sale of assets2021-12-31$-456,269
Total of all expenses incurred2021-12-31$42,616,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$41,222,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,805,029
Value of total assets at end of year2021-12-31$77,411,415
Value of total assets at beginning of year2021-12-31$74,580,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,393,384
Total interest from all sources2021-12-31$848,614
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$250,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$250,497
Administrative expenses professional fees incurred2021-12-31$145,853
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,280,492
Assets. Other investments not covered elsewhere at end of year2021-12-31$940,789
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,447,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,031,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,875,164
Administrative expenses (other) incurred2021-12-31$1,073,425
Liabilities. Value of operating payables at end of year2021-12-31$881,454
Liabilities. Value of operating payables at beginning of year2021-12-31$437,759
Total non interest bearing cash at end of year2021-12-31$2,640,626
Total non interest bearing cash at beginning of year2021-12-31$2,408,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,990,932
Value of net assets at end of year (total assets less liabilities)2021-12-31$73,159,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,168,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,346,081
Investment advisory and management fees2021-12-31$174,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,283,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,064,334
Interest earned on other investments2021-12-31$34,146
Income. Interest from US Government securities2021-12-31$465,014
Income. Interest from corporate debt instruments2021-12-31$349,454
Value of interest in common/collective trusts at end of year2021-12-31$8,333,345
Value of interest in common/collective trusts at beginning of year2021-12-31$7,117,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,084,010
Asset value of US Government securities at end of year2021-12-31$30,125,420
Asset value of US Government securities at beginning of year2021-12-31$27,206,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,888,585
Net investment gain or loss from common/collective trusts2021-12-31$-79,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$41,524,537
Employer contributions (assets) at end of year2021-12-31$5,185,295
Employer contributions (assets) at beginning of year2021-12-31$3,845,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$38,138,737
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$11,057,649
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$12,135,026
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,760,651
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,083,565
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,370,800
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,974,300
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$50,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$41,228,604
Aggregate carrying amount (costs) on sale of assets2021-12-31$41,684,873
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2021-12-31131577780
2020 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$189,646
Total unrealized appreciation/depreciation of assets2020-12-31$189,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,412,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,084,390
Total income from all sources (including contributions)2020-12-31$43,136,214
Total loss/gain on sale of assets2020-12-31$349,294
Total of all expenses incurred2020-12-31$41,831,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$40,652,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$39,300,030
Value of total assets at end of year2020-12-31$74,580,288
Value of total assets at beginning of year2020-12-31$71,948,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,179,368
Total interest from all sources2020-12-31$1,041,387
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$152,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$152,694
Administrative expenses professional fees incurred2020-12-31$143,225
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,261,690
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,447,848
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,536,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,875,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,457,739
Other income not declared elsewhere2020-12-31$33,306
Administrative expenses (other) incurred2020-12-31$866,886
Liabilities. Value of operating payables at end of year2020-12-31$437,759
Liabilities. Value of operating payables at beginning of year2020-12-31$323,990
Total non interest bearing cash at end of year2020-12-31$2,408,654
Total non interest bearing cash at beginning of year2020-12-31$3,395,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,304,540
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,168,229
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,863,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,346,081
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,225,979
Investment advisory and management fees2020-12-31$169,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,064,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,539,460
Interest earned on other investments2020-12-31$54,900
Income. Interest from US Government securities2020-12-31$440,150
Income. Interest from corporate debt instruments2020-12-31$546,337
Value of interest in common/collective trusts at end of year2020-12-31$7,117,631
Value of interest in common/collective trusts at beginning of year2020-12-31$7,137,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$283,537
Asset value of US Government securities at end of year2020-12-31$27,206,928
Asset value of US Government securities at beginning of year2020-12-31$22,513,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,312,475
Net investment gain or loss from common/collective trusts2020-12-31$757,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,038,340
Employer contributions (assets) at end of year2020-12-31$3,845,057
Employer contributions (assets) at beginning of year2020-12-31$2,279,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$40,368,769
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$12,135,026
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$16,591,579
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,083,565
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,214,522
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,974,300
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,760,400
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$56,225
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$34,664,294
Aggregate carrying amount (costs) on sale of assets2020-12-31$34,315,000
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2020-12-31131577780
2019 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$564,879
Total unrealized appreciation/depreciation of assets2019-12-31$564,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,084,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,581,413
Total income from all sources (including contributions)2019-12-31$41,783,877
Total loss/gain on sale of assets2019-12-31$392,597
Total of all expenses incurred2019-12-31$42,237,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,186,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,375,539
Value of total assets at end of year2019-12-31$71,948,079
Value of total assets at beginning of year2019-12-31$71,899,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,051,657
Total interest from all sources2019-12-31$1,213,768
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,084
Administrative expenses professional fees incurred2019-12-31$134,943
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,153,185
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,536,278
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,621,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,457,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$858,980
Other income not declared elsewhere2019-12-31$600
Administrative expenses (other) incurred2019-12-31$746,592
Liabilities. Value of operating payables at end of year2019-12-31$323,990
Liabilities. Value of operating payables at beginning of year2019-12-31$104,213
Total non interest bearing cash at end of year2019-12-31$3,395,256
Total non interest bearing cash at beginning of year2019-12-31$2,803,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-453,910
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,863,689
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,317,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,225,979
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,704,499
Investment advisory and management fees2019-12-31$170,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,539,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,715,636
Interest earned on other investments2019-12-31$78,588
Income. Interest from US Government securities2019-12-31$442,110
Income. Interest from corporate debt instruments2019-12-31$693,070
Value of interest in common/collective trusts at end of year2019-12-31$7,137,983
Value of interest in common/collective trusts at beginning of year2019-12-31$4,968,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$272,415
Asset value of US Government securities at end of year2019-12-31$22,513,120
Asset value of US Government securities at beginning of year2019-12-31$25,509,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,464,956
Net investment gain or loss from common/collective trusts2019-12-31$593,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$34,222,354
Employer contributions (assets) at end of year2019-12-31$2,279,938
Employer contributions (assets) at beginning of year2019-12-31$3,059,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$40,913,715
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$16,591,579
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$17,485,671
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,214,522
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$6,122,651
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,760,400
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,477,200
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$56,225
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$50,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$44,031,495
Aggregate carrying amount (costs) on sale of assets2019-12-31$43,638,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2019-12-31131577780
2018 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-169,757
Total unrealized appreciation/depreciation of assets2018-12-31$-169,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,581,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,216,753
Total income from all sources (including contributions)2018-12-31$33,706,501
Total loss/gain on sale of assets2018-12-31$-221,777
Total of all expenses incurred2018-12-31$39,113,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,165,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,041,306
Value of total assets at end of year2018-12-31$71,899,012
Value of total assets at beginning of year2018-12-31$76,941,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$947,664
Total interest from all sources2018-12-31$1,212,800
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$187,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$187,883
Administrative expenses professional fees incurred2018-12-31$124,023
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,012,081
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,621,148
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,217,570
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$858,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$592,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$27,786
Administrative expenses (other) incurred2018-12-31$641,804
Liabilities. Value of operating payables at end of year2018-12-31$104,213
Liabilities. Value of operating payables at beginning of year2018-12-31$696,853
Total non interest bearing cash at end of year2018-12-31$2,803,170
Total non interest bearing cash at beginning of year2018-12-31$2,696,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,406,882
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,317,599
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$73,724,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31Yes
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$2,704,499
Assets. partnership/joint venture interests at beginning of year2018-12-31$3,216,685
Investment advisory and management fees2018-12-31$181,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,715,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,962,907
Interest earned on other investments2018-12-31$72,646
Income. Interest from US Government securities2018-12-31$437,811
Income. Interest from corporate debt instruments2018-12-31$702,343
Value of interest in common/collective trusts at end of year2018-12-31$4,968,697
Value of interest in common/collective trusts at beginning of year2018-12-31$5,508,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$340,130
Asset value of US Government securities at end of year2018-12-31$25,509,311
Asset value of US Government securities at beginning of year2018-12-31$28,363,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-355,898
Net investment gain or loss from common/collective trusts2018-12-31$-15,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,029,225
Employer contributions (assets) at end of year2018-12-31$3,059,249
Employer contributions (assets) at beginning of year2018-12-31$2,851,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,825,589
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$17,485,671
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$15,419,101
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$6,122,651
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,062,187
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,477,200
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,519,900
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$50,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$44,444,983
Aggregate carrying amount (costs) on sale of assets2018-12-31$44,666,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2018-12-31131577780
2017 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-175,948
Total unrealized appreciation/depreciation of assets2017-12-31$-175,948
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,216,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,637,428
Total income from all sources (including contributions)2017-12-31$34,052,941
Total loss/gain on sale of assets2017-12-31$-30,166
Total of all expenses incurred2017-12-31$35,041,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,152,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,642,117
Value of total assets at end of year2017-12-31$76,941,234
Value of total assets at beginning of year2017-12-31$78,350,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$889,432
Total interest from all sources2017-12-31$1,131,681
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$168,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$168,084
Administrative expenses professional fees incurred2017-12-31$122,390
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,879,545
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,217,570
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,024,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$592,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$578,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,080
Other income not declared elsewhere2017-12-31$15,313
Administrative expenses (other) incurred2017-12-31$582,167
Liabilities. Value of operating payables at end of year2017-12-31$696,853
Liabilities. Value of operating payables at beginning of year2017-12-31$1,212,748
Total non interest bearing cash at end of year2017-12-31$2,696,459
Total non interest bearing cash at beginning of year2017-12-31$3,561,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-989,045
Value of net assets at end of year (total assets less liabilities)2017-12-31$73,724,481
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,713,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$3,216,685
Assets. partnership/joint venture interests at beginning of year2017-12-31$3,090,049
Investment advisory and management fees2017-12-31$184,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,962,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,842,989
Interest earned on other investments2017-12-31$88,122
Income. Interest from US Government securities2017-12-31$432,661
Income. Interest from corporate debt instruments2017-12-31$610,887
Value of interest in common/collective trusts at end of year2017-12-31$5,508,059
Value of interest in common/collective trusts at beginning of year2017-12-31$5,573,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$94,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$94,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$184,101
Asset value of US Government securities at end of year2017-12-31$28,363,493
Asset value of US Government securities at beginning of year2017-12-31$30,156,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$991,824
Net investment gain or loss from common/collective trusts2017-12-31$310,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,762,572
Employer contributions (assets) at end of year2017-12-31$2,851,988
Employer contributions (assets) at beginning of year2017-12-31$2,566,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,968,453
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$15,419,101
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$13,254,461
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,062,187
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,558,347
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,519,900
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,417,600
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$50,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$46,266,265
Aggregate carrying amount (costs) on sale of assets2017-12-31$46,296,431
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-272,086
Total unrealized appreciation/depreciation of assets2016-12-31$-272,086
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,637,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,837,808
Total income from all sources (including contributions)2016-12-31$32,107,342
Total loss/gain on sale of assets2016-12-31$150,178
Total of all expenses incurred2016-12-31$32,338,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,441,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,898,863
Value of total assets at end of year2016-12-31$78,350,954
Value of total assets at beginning of year2016-12-31$78,782,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$896,430
Total interest from all sources2016-12-31$1,106,717
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$178,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$178,670
Administrative expenses professional fees incurred2016-12-31$125,108
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,254,348
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,024,122
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,098,034
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$578,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$657,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,823
Other income not declared elsewhere2016-12-31$1,404
Administrative expenses (other) incurred2016-12-31$562,198
Liabilities. Value of operating payables at end of year2016-12-31$1,212,748
Liabilities. Value of operating payables at beginning of year2016-12-31$1,158,585
Total non interest bearing cash at end of year2016-12-31$3,561,361
Total non interest bearing cash at beginning of year2016-12-31$2,781,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-231,031
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,713,526
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,944,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$3,090,049
Investment advisory and management fees2016-12-31$209,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,842,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,462,995
Interest earned on other investments2016-12-31$84,148
Income. Interest from US Government securities2016-12-31$477,472
Income. Interest from corporate debt instruments2016-12-31$545,097
Value of interest in common/collective trusts at end of year2016-12-31$5,573,442
Value of interest in common/collective trusts at beginning of year2016-12-31$5,669,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$94,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$267,434
Asset value of US Government securities at end of year2016-12-31$30,156,107
Asset value of US Government securities at beginning of year2016-12-31$31,699,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$613,185
Net investment gain or loss from common/collective trusts2016-12-31$430,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,644,515
Employer contributions (assets) at end of year2016-12-31$2,566,887
Employer contributions (assets) at beginning of year2016-12-31$2,378,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,174,509
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$13,254,461
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$14,437,605
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,558,347
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,547,341
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,417,600
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,673,400
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$50,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$64,910,285
Aggregate carrying amount (costs) on sale of assets2016-12-31$64,760,107
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-374,896
Total unrealized appreciation/depreciation of assets2015-12-31$-374,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,837,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,596,745
Total income from all sources (including contributions)2015-12-31$27,430,121
Total loss/gain on sale of assets2015-12-31$-77,290
Total of all expenses incurred2015-12-31$28,782,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,857,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,880,082
Value of total assets at end of year2015-12-31$78,782,365
Value of total assets at beginning of year2015-12-31$78,893,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$925,199
Total interest from all sources2015-12-31$1,136,386
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$139,377
Administrative expenses professional fees incurred2015-12-31$125,387
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,257,207
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,098,034
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,472,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$657,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$716,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,496
Other income not declared elsewhere2015-12-31$16,787
Administrative expenses (other) incurred2015-12-31$598,742
Liabilities. Value of operating payables at end of year2015-12-31$1,158,585
Liabilities. Value of operating payables at beginning of year2015-12-31$94,749
Total non interest bearing cash at end of year2015-12-31$2,781,842
Total non interest bearing cash at beginning of year2015-12-31$1,891,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,352,227
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,944,557
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,296,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$201,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,462,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,577,565
Interest earned on other investments2015-12-31$65,841
Income. Interest from US Government securities2015-12-31$417,752
Income. Interest from corporate debt instruments2015-12-31$651,520
Value of interest in common/collective trusts at end of year2015-12-31$5,669,359
Value of interest in common/collective trusts at beginning of year2015-12-31$6,373,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$195,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$195,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,273
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$247,760
Asset value of US Government securities at end of year2015-12-31$31,699,753
Asset value of US Government securities at beginning of year2015-12-31$28,682,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-117,464
Net investment gain or loss from common/collective trusts2015-12-31$-172,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$23,622,875
Employer contributions (assets) at end of year2015-12-31$2,378,334
Employer contributions (assets) at beginning of year2015-12-31$1,954,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,609,389
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$14,437,605
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$16,965,100
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,547,341
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$11,013,435
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,673,400
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,493,500
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$50,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$56,435,404
Aggregate carrying amount (costs) on sale of assets2015-12-31$56,512,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-12-31131577780
2014 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-105,287
Total unrealized appreciation/depreciation of assets2014-12-31$-105,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,596,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,695,980
Total income from all sources (including contributions)2014-12-31$28,884,803
Total loss/gain on sale of assets2014-12-31$144,319
Total of all expenses incurred2014-12-31$29,856,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,919,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,459,172
Value of total assets at end of year2014-12-31$78,893,529
Value of total assets at beginning of year2014-12-31$79,964,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$936,884
Total interest from all sources2014-12-31$1,097,525
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$183,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$183,381
Administrative expenses professional fees incurred2014-12-31$115,363
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,636,827
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,472,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$716,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$560,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$237,715
Administrative expenses (other) incurred2014-12-31$620,216
Liabilities. Value of operating payables at end of year2014-12-31$94,749
Liabilities. Value of operating payables at beginning of year2014-12-31$82,665
Total non interest bearing cash at end of year2014-12-31$1,891,789
Total non interest bearing cash at beginning of year2014-12-31$3,011,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-972,051
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,296,784
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,268,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$201,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,577,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,226,967
Interest earned on other investments2014-12-31$88,213
Income. Interest from US Government securities2014-12-31$326,324
Income. Interest from corporate debt instruments2014-12-31$676,650
Value of interest in common/collective trusts at end of year2014-12-31$6,373,222
Value of interest in common/collective trusts at beginning of year2014-12-31$5,882,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$195,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$367,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$367,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,338
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$245,126
Asset value of US Government securities at end of year2014-12-31$28,682,586
Asset value of US Government securities at beginning of year2014-12-31$25,290,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$687,202
Net investment gain or loss from common/collective trusts2014-12-31$418,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,822,345
Employer contributions (assets) at end of year2014-12-31$1,954,951
Employer contributions (assets) at beginning of year2014-12-31$2,502,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,674,844
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$16,965,100
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$19,098,004
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$11,013,435
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$10,975,005
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,493,500
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,375,600
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$50,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$63,133,248
Aggregate carrying amount (costs) on sale of assets2014-12-31$62,988,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-12-31131577780
2013 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-499,287
Total unrealized appreciation/depreciation of assets2013-12-31$-499,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,695,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,434,096
Total income from all sources (including contributions)2013-12-31$29,132,722
Total loss/gain on sale of assets2013-12-31$-372,017
Total of all expenses incurred2013-12-31$25,724,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,875,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,053,151
Value of total assets at end of year2013-12-31$79,964,815
Value of total assets at beginning of year2013-12-31$77,294,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$848,289
Total interest from all sources2013-12-31$1,105,198
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$207,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$207,318
Administrative expenses professional fees incurred2013-12-31$114,550
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,635,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$560,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$566,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$237,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$477,550
Administrative expenses (other) incurred2013-12-31$629,452
Liabilities. Value of operating payables at end of year2013-12-31$82,665
Liabilities. Value of operating payables at beginning of year2013-12-31$92,446
Total non interest bearing cash at end of year2013-12-31$3,011,507
Total non interest bearing cash at beginning of year2013-12-31$1,415,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,408,647
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,268,835
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$73,860,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$104,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,226,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,150,601
Income. Interest from US Government securities2013-12-31$227,407
Income. Interest from corporate debt instruments2013-12-31$877,706
Value of interest in common/collective trusts at end of year2013-12-31$5,882,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$367,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$560,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$560,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$85
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$282,664
Asset value of US Government securities at end of year2013-12-31$25,290,005
Asset value of US Government securities at beginning of year2013-12-31$32,433,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,655,661
Net investment gain or loss from common/collective trusts2013-12-31$-17,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,418,050
Employer contributions (assets) at end of year2013-12-31$2,502,327
Employer contributions (assets) at beginning of year2013-12-31$2,965,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,593,122
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$19,098,004
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$17,348,280
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$10,975,005
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$9,804,999
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,375,600
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,864,100
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$50,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$78,064,809
Aggregate carrying amount (costs) on sale of assets2013-12-31$78,436,826
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-12-31131577780
2012 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$282,431
Total unrealized appreciation/depreciation of assets2012-12-31$282,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,434,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,204,817
Total income from all sources (including contributions)2012-12-31$31,388,262
Total loss/gain on sale of assets2012-12-31$101,326
Total of all expenses incurred2012-12-31$28,971,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,965,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,764,669
Value of total assets at end of year2012-12-31$77,294,284
Value of total assets at beginning of year2012-12-31$75,647,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,005,885
Total interest from all sources2012-12-31$1,163,459
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$208,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$208,270
Administrative expenses professional fees incurred2012-12-31$126,856
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,444,945
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$162
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$566,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$715,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$477,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,865,973
Administrative expenses (other) incurred2012-12-31$693,648
Liabilities. Value of operating payables at end of year2012-12-31$92,446
Liabilities. Value of operating payables at beginning of year2012-12-31$85,844
Total non interest bearing cash at end of year2012-12-31$1,415,032
Total non interest bearing cash at beginning of year2012-12-31$2,963,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,417,037
Value of net assets at end of year (total assets less liabilities)2012-12-31$73,860,188
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$71,443,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$185,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,150,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,232,209
Income. Interest from US Government securities2012-12-31$623,606
Income. Interest from corporate debt instruments2012-12-31$539,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$560,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$494,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$494,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$47
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$245,079
Asset value of US Government securities at end of year2012-12-31$32,433,028
Asset value of US Government securities at beginning of year2012-12-31$34,144,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$868,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$25,319,562
Employer contributions (assets) at end of year2012-12-31$2,965,228
Employer contributions (assets) at beginning of year2012-12-31$2,639,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$27,720,261
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$17,348,280
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$16,181,493
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$9,804,999
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$7,225,965
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,864,100
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,253,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$50,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$90,168,846
Aggregate carrying amount (costs) on sale of assets2012-12-31$90,067,520
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$70,488
Total unrealized appreciation/depreciation of assets2011-12-31$70,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,204,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,142,698
Total income from all sources (including contributions)2011-12-31$32,253,451
Total loss/gain on sale of assets2011-12-31$143,617
Total of all expenses incurred2011-12-31$27,197,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$26,221,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$30,264,882
Value of total assets at end of year2011-12-31$75,647,968
Value of total assets at beginning of year2011-12-31$68,529,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$976,006
Total interest from all sources2011-12-31$1,377,779
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$210,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$210,299
Administrative expenses professional fees incurred2011-12-31$120,797
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,700,011
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$715,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$878,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,865,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$206,736
Administrative expenses (other) incurred2011-12-31$674,097
Liabilities. Value of operating payables at end of year2011-12-31$85,844
Liabilities. Value of operating payables at beginning of year2011-12-31$99,862
Total non interest bearing cash at end of year2011-12-31$2,963,188
Total non interest bearing cash at beginning of year2011-12-31$938,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,055,883
Value of net assets at end of year (total assets less liabilities)2011-12-31$71,443,151
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,387,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$181,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,232,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,169,246
Income. Interest from US Government securities2011-12-31$221,799
Income. Interest from corporate debt instruments2011-12-31$1,153,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$494,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,504,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,504,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,049
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$278,823
Asset value of US Government securities at end of year2011-12-31$34,144,969
Asset value of US Government securities at beginning of year2011-12-31$29,152,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$186,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$26,517,268
Employer contributions (assets) at end of year2011-12-31$2,639,631
Employer contributions (assets) at beginning of year2011-12-31$3,439,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,942,739
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$16,181,493
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$20,593,271
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$7,225,965
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,804,333
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,253,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,836,100
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$50,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$78,945,860
Aggregate carrying amount (costs) on sale of assets2011-12-31$78,802,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-12-31131577780
2010 : IBEW LOCAL 25 HEALTH & BENEFIT FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-100,712
Total unrealized appreciation/depreciation of assets2010-12-31$-100,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,142,698
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,256,502
Total income from all sources (including contributions)2010-12-31$33,287,901
Total loss/gain on sale of assets2010-12-31$488,363
Total of all expenses incurred2010-12-31$24,927,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$24,032,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$30,575,936
Value of total assets at end of year2010-12-31$68,529,966
Value of total assets at beginning of year2010-12-31$61,283,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$894,916
Total interest from all sources2010-12-31$1,514,286
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$137,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$137,830
Administrative expenses professional fees incurred2010-12-31$117,805
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,482,158
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$878,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$586,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$206,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,548,953
Administrative expenses (other) incurred2010-12-31$614,432
Liabilities. Value of operating payables at end of year2010-12-31$99,862
Liabilities. Value of operating payables at beginning of year2010-12-31$142,246
Total non interest bearing cash at end of year2010-12-31$938,685
Total non interest bearing cash at beginning of year2010-12-31$1,775,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,360,096
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,387,268
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,027,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$162,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,169,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,241,574
Income. Interest from US Government securities2010-12-31$482,142
Income. Interest from corporate debt instruments2010-12-31$1,022,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,504,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,494,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,494,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,612
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$234,684
Asset value of US Government securities at end of year2010-12-31$29,152,031
Asset value of US Government securities at beginning of year2010-12-31$18,271,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$672,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$27,023,567
Employer contributions (assets) at end of year2010-12-31$3,439,201
Employer contributions (assets) at beginning of year2010-12-31$3,299,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,798,205
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$20,593,271
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$22,249,207
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,804,333
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,315,317
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,836,100
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,565,303
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$50,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$50,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$93,875,693
Aggregate carrying amount (costs) on sale of assets2010-12-31$93,387,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2010-12-31131577780

Form 5500 Responses for IBEW LOCAL 25 HEALTH & BENEFIT FUND

2022: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 25 HEALTH & BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 3
Insurance contract or identification numberG-3025
Number of Individuals Covered1941
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 2
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2518
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $85,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,180
Amount paid for insurance broker fees0
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467682
Policy instance 1
Insurance contract or identification numberAE467682
Number of Individuals Covered954
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,011,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 3
Insurance contract or identification numberG-3025
Number of Individuals Covered1952
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 2
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2518
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $16,278
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $81,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,278
Amount paid for insurance broker fees0
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467682
Policy instance 1
Insurance contract or identification numberAE467682
Number of Individuals Covered957
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,860,557
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 1
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2128
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $17,560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $87,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,560
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 2
Insurance contract or identification numberG-3025
Number of Individuals Covered1984
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 2
Insurance contract or identification numberG-3025
Number of Individuals Covered1990
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 1
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2347
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,652
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $88,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,652
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 2
Insurance contract or identification numberG-3025
Number of Individuals Covered1891
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 1
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2250
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,700
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $83,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,700
Insurance broker organization code?3
Insurance broker nameAMERICAN CORPORATE BENEFITS INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 2
Insurance contract or identification numberG-3025
Number of Individuals Covered1866
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 1
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2019
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,827
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $79,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,827
Insurance broker organization code?3
Insurance broker nameAMERICAN CORPORATE BENEFITS INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 1
Insurance contract or identification numberG-3025
Number of Individuals Covered1896
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009133017-A
Policy instance 2
Insurance contract or identification numberBSC0009133017-A
Number of Individuals Covered2135
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,863
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $79,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,863
Insurance broker organization code?3
Insurance broker nameAMERICAN CORPORATE BENEFITS INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 1
Insurance contract or identification numberG-3025
Number of Individuals Covered1910
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 9133017
Policy instance 2
Insurance contract or identification numberBSC 9133017
Number of Individuals Covered2115
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $81,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,382
Insurance broker organization code?3
Insurance broker nameAMERICAN CORPORATE BENEFITS INC.
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 9133017
Policy instance 2
Insurance contract or identification numberBSC 9133017
Number of Individuals Covered2187
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,700
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $83,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,700
Insurance broker organization code?3
Insurance broker nameAMERICAN CORPORATE BENEFITS INS
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 1
Insurance contract or identification numberG-3025
Number of Individuals Covered1964
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 1
Insurance contract or identification numberG-3025
Number of Individuals Covered1953
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 9133017
Policy instance 2
Insurance contract or identification numberBSC 9133017
Number of Individuals Covered2176
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,624
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $88,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3025
Policy instance 1
Insurance contract or identification numberG-3025
Number of Individuals Covered1908
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION FIRE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60607 )
Policy contract numberGTP8058080
Policy instance 2
Insurance contract or identification numberGTP8058080
Number of Individuals Covered2174
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,558
Insurance broker organization code?3
Insurance broker nameAMERICAN CORPORATE BENEFITS INS

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