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IBEW LOCAL 456 SUPPLEMENTAL WELFARE 401k Plan overview

Plan NameIBEW LOCAL 456 SUPPLEMENTAL WELFARE
Plan identification number 502

IBEW LOCAL 456 SUPPLEMENTAL WELFARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

IBEW LOCAL 456 SUPPLEMENTAL WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 456 SUPPLEMENTAL WELFARE FUND
Employer identification number (EIN):200500732
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 456 SUPPLEMENTAL WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2018-10-12
5022016-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2017-10-12
5022015-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2016-10-14
5022014-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2015-10-15
5022013-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2014-10-15
5022012-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2013-10-14
5022011-01-01FRANCIS T. LEAKE, TRUSTEE PAUL COFFEY, TRUSTEE2012-10-10
5022009-01-01FRANCIS T. LEAKE, TRUSTEE HARRY SASSAMAN, TRUSTEE2010-10-14

Plan Statistics for IBEW LOCAL 456 SUPPLEMENTAL WELFARE

401k plan membership statisitcs for IBEW LOCAL 456 SUPPLEMENTAL WELFARE

Measure Date Value
2022: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2022 401k membership
Total participants, beginning-of-year2022-01-011,267
Total number of active participants reported on line 7a of the Form 55002022-01-01755
Number of retired or separated participants receiving benefits2022-01-01514
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,269
Number of employers contributing to the scheme2022-01-01161
2021: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2021 401k membership
Total participants, beginning-of-year2021-01-011,277
Total number of active participants reported on line 7a of the Form 55002021-01-01774
Number of retired or separated participants receiving benefits2021-01-01493
Total of all active and inactive participants2021-01-011,267
Number of employers contributing to the scheme2021-01-01161
2020: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2020 401k membership
Total participants, beginning-of-year2020-01-011,258
Total number of active participants reported on line 7a of the Form 55002020-01-01794
Number of retired or separated participants receiving benefits2020-01-01483
Total of all active and inactive participants2020-01-011,277
Number of employers contributing to the scheme2020-01-01181
2019: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2019 401k membership
Total participants, beginning-of-year2019-01-011,245
Total number of active participants reported on line 7a of the Form 55002019-01-01799
Number of retired or separated participants receiving benefits2019-01-01459
Total of all active and inactive participants2019-01-011,258
Number of employers contributing to the scheme2019-01-01182
2018: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2018 401k membership
Total participants, beginning-of-year2018-01-011,239
Total number of active participants reported on line 7a of the Form 55002018-01-01801
Number of retired or separated participants receiving benefits2018-01-01444
Total of all active and inactive participants2018-01-011,245
Number of employers contributing to the scheme2018-01-01179
2017: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2017 401k membership
Total participants, beginning-of-year2017-01-011,234
Total number of active participants reported on line 7a of the Form 55002017-01-01802
Number of retired or separated participants receiving benefits2017-01-01437
Total of all active and inactive participants2017-01-011,239
Number of employers contributing to the scheme2017-01-01165
2016: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2016 401k membership
Total participants, beginning-of-year2016-01-011,227
Total number of active participants reported on line 7a of the Form 55002016-01-01801
Number of retired or separated participants receiving benefits2016-01-01433
Total of all active and inactive participants2016-01-011,234
Number of employers contributing to the scheme2016-01-01177
2015: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2015 401k membership
Total participants, beginning-of-year2015-01-011,226
Total number of active participants reported on line 7a of the Form 55002015-01-01817
Number of retired or separated participants receiving benefits2015-01-01410
Total of all active and inactive participants2015-01-011,227
Number of employers contributing to the scheme2015-01-01188
2014: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2014 401k membership
Total participants, beginning-of-year2014-01-011,210
Total number of active participants reported on line 7a of the Form 55002014-01-01823
Number of retired or separated participants receiving benefits2014-01-01403
Total of all active and inactive participants2014-01-011,226
Number of employers contributing to the scheme2014-01-01211
2013: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2013 401k membership
Total participants, beginning-of-year2013-01-011,234
Total number of active participants reported on line 7a of the Form 55002013-01-01808
Number of retired or separated participants receiving benefits2013-01-01402
Total of all active and inactive participants2013-01-011,210
Number of employers contributing to the scheme2013-01-01231
2012: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2012 401k membership
Total participants, beginning-of-year2012-01-011,243
Total number of active participants reported on line 7a of the Form 55002012-01-01843
Number of retired or separated participants receiving benefits2012-01-01391
Total of all active and inactive participants2012-01-011,234
Number of employers contributing to the scheme2012-01-01197
2011: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2011 401k membership
Total participants, beginning-of-year2011-01-011,223
Total number of active participants reported on line 7a of the Form 55002011-01-01850
Number of retired or separated participants receiving benefits2011-01-01393
Total of all active and inactive participants2011-01-011,243
Number of employers contributing to the scheme2011-01-01186
2009: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2009 401k membership
Total participants, beginning-of-year2009-01-011,232
Total number of active participants reported on line 7a of the Form 55002009-01-01849
Number of retired or separated participants receiving benefits2009-01-01345
Total of all active and inactive participants2009-01-011,194
Number of employers contributing to the scheme2009-01-01202

Financial Data on IBEW LOCAL 456 SUPPLEMENTAL WELFARE

Measure Date Value
2022 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-951,158
Total unrealized appreciation/depreciation of assets2022-12-31$-951,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$909,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$865,232
Total income from all sources (including contributions)2022-12-31$4,993,375
Total loss/gain on sale of assets2022-12-31$-7,055
Total of all expenses incurred2022-12-31$8,665,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,442,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,842,851
Value of total assets at end of year2022-12-31$4,622,350
Value of total assets at beginning of year2022-12-31$8,250,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$223,003
Total interest from all sources2022-12-31$87
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$108,650
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$108,650
Administrative expenses professional fees incurred2022-12-31$13,721
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,307
Administrative expenses (other) incurred2022-12-31$9,069
Liabilities. Value of operating payables at end of year2022-12-31$27,767
Liabilities. Value of operating payables at beginning of year2022-12-31$58,332
Total non interest bearing cash at end of year2022-12-31$298,031
Total non interest bearing cash at beginning of year2022-12-31$130,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,671,651
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,713,183
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,384,834
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
Investment advisory and management fees2022-12-31$9,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,604,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,796,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$87
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$5,842,851
Employer contributions (assets) at end of year2022-12-31$719,270
Employer contributions (assets) at beginning of year2022-12-31$321,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,442,023
Contract administrator fees2022-12-31$190,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$881,400
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$806,900
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 appraiser2022-12-31No
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$3,349,788
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,356,843
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-293,143
Total unrealized appreciation/depreciation of assets2021-12-31$-293,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$865,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$812,614
Total income from all sources (including contributions)2021-12-31$4,961,772
Total loss/gain on sale of assets2021-12-31$319,848
Total of all expenses incurred2021-12-31$6,771,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,560,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,716,815
Value of total assets at end of year2021-12-31$8,250,066
Value of total assets at beginning of year2021-12-31$10,006,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$210,279
Total interest from all sources2021-12-31$2,293
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$215,959
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$215,959
Administrative expenses professional fees incurred2021-12-31$13,447
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,341
Administrative expenses (other) incurred2021-12-31$11,252
Liabilities. Value of operating payables at end of year2021-12-31$58,332
Liabilities. Value of operating payables at beginning of year2021-12-31$75,914
Total non interest bearing cash at end of year2021-12-31$130,914
Total non interest bearing cash at beginning of year2021-12-31$407,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,809,470
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,384,834
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,194,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
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
Investment advisory and management fees2021-12-31$13,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,796,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,117,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$4,716,815
Employer contributions (assets) at end of year2021-12-31$321,409
Employer contributions (assets) at beginning of year2021-12-31$481,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,560,963
Contract administrator fees2021-12-31$172,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$806,900
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$736,700
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 appraiser2021-12-31No
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$1,235,327
Aggregate carrying amount (costs) on sale of assets2021-12-31$915,479
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$448,742
Total unrealized appreciation/depreciation of assets2020-12-31$448,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$812,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,001,014
Total income from all sources (including contributions)2020-12-31$7,326,306
Total of all expenses incurred2020-12-31$6,485,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,234,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,668,663
Value of total assets at end of year2020-12-31$10,006,918
Value of total assets at beginning of year2020-12-31$9,354,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$251,173
Total interest from all sources2020-12-31$632
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$208,269
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$208,269
Administrative expenses professional fees incurred2020-12-31$14,223
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,200
Administrative expenses (other) incurred2020-12-31$9,961
Liabilities. Value of operating payables at end of year2020-12-31$75,914
Liabilities. Value of operating payables at beginning of year2020-12-31$302,314
Total non interest bearing cash at end of year2020-12-31$407,026
Total non interest bearing cash at beginning of year2020-12-31$262,311
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$840,428
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,194,304
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,353,876
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
Investment advisory and management fees2020-12-31$13,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,117,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,473,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$6,668,663
Employer contributions (assets) at end of year2020-12-31$481,356
Employer contributions (assets) at beginning of year2020-12-31$617,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,234,705
Contract administrator fees2020-12-31$213,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$736,700
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$698,700
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 appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31222951202
2019 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$641,123
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$641,123
Total unrealized appreciation/depreciation of assets2019-12-31$641,123
Total unrealized appreciation/depreciation of assets2019-12-31$641,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,001,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,001,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,099,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,099,829
Total income from all sources (including contributions)2019-12-31$6,291,080
Total income from all sources (including contributions)2019-12-31$6,291,080
Total loss/gain on sale of assets2019-12-31$97,729
Total loss/gain on sale of assets2019-12-31$97,729
Total of all expenses incurred2019-12-31$6,803,116
Total of all expenses incurred2019-12-31$6,803,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,582,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,582,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,295,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,295,468
Value of total assets at end of year2019-12-31$9,354,890
Value of total assets at end of year2019-12-31$9,354,890
Value of total assets at beginning of year2019-12-31$9,965,741
Value of total assets at beginning of year2019-12-31$9,965,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$220,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$220,179
Total interest from all sources2019-12-31$967
Total interest from all sources2019-12-31$967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,793
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$255,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$255,793
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$255,793
Administrative expenses professional fees incurred2019-12-31$13,561
Administrative expenses professional fees incurred2019-12-31$13,561
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,394
Administrative expenses (other) incurred2019-12-31$18,348
Administrative expenses (other) incurred2019-12-31$18,348
Liabilities. Value of operating payables at end of year2019-12-31$302,314
Liabilities. Value of operating payables at end of year2019-12-31$302,314
Liabilities. Value of operating payables at beginning of year2019-12-31$476,629
Liabilities. Value of operating payables at beginning of year2019-12-31$476,629
Total non interest bearing cash at end of year2019-12-31$262,311
Total non interest bearing cash at end of year2019-12-31$262,311
Total non interest bearing cash at beginning of year2019-12-31$274,140
Total non interest bearing cash at beginning of year2019-12-31$274,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-512,036
Value of net income/loss2019-12-31$-512,036
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,353,876
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,353,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,865,912
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,865,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,080
Investment advisory and management fees2019-12-31$15,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,473,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,473,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,419,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,419,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,295,468
Contributions received in cash from employer2019-12-31$5,295,468
Employer contributions (assets) at end of year2019-12-31$617,683
Employer contributions (assets) at end of year2019-12-31$617,683
Employer contributions (assets) at beginning of year2019-12-31$271,076
Employer contributions (assets) at beginning of year2019-12-31$271,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,582,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,582,937
Contract administrator fees2019-12-31$173,190
Contract administrator fees2019-12-31$173,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$698,700
Liabilities. Value of benefit claims payable at end of year2019-12-31$698,700
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$623,200
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$623,200
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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$97,729
Aggregate proceeds on sale of assets2019-12-31$97,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PBLIC ACCOUNTANTS
Accountancy firm name2019-12-31MSPC CERTIFIED PBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
Accountancy firm EIN2019-12-31222951202
2018 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,156,779
Total unrealized appreciation/depreciation of assets2018-12-31$-1,156,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,099,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$384,257
Total income from all sources (including contributions)2018-12-31$3,686,401
Total loss/gain on sale of assets2018-12-31$790,599
Total of all expenses incurred2018-12-31$7,125,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,943,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,755,803
Value of total assets at end of year2018-12-31$9,965,741
Value of total assets at beginning of year2018-12-31$12,689,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,599
Total interest from all sources2018-12-31$203
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$296,575
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$296,575
Administrative expenses professional fees incurred2018-12-31$20,917
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,147
Administrative expenses (other) incurred2018-12-31$9,018
Liabilities. Value of operating payables at end of year2018-12-31$476,629
Liabilities. Value of operating payables at beginning of year2018-12-31$141,257
Total non interest bearing cash at end of year2018-12-31$274,140
Total non interest bearing cash at beginning of year2018-12-31$709,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,438,832
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,865,912
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,304,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,419,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,657,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$3,755,803
Employer contributions (assets) at end of year2018-12-31$271,076
Employer contributions (assets) at beginning of year2018-12-31$321,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,943,634
Contract administrator fees2018-12-31$133,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$623,200
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$243,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,306,895
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,516,296
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 name2018-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31222951202
2017 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,371,867
Total unrealized appreciation/depreciation of assets2017-12-31$1,371,867
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$384,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,782
Total income from all sources (including contributions)2017-12-31$3,611,587
Total of all expenses incurred2017-12-31$3,572,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,472,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,937,095
Value of total assets at end of year2017-12-31$12,689,001
Value of total assets at beginning of year2017-12-31$12,284,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$100,298
Total interest from all sources2017-12-31$403
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$302,222
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$302,222
Administrative expenses professional fees incurred2017-12-31$21,319
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$804
Administrative expenses (other) incurred2017-12-31$5,616
Liabilities. Value of operating payables at end of year2017-12-31$141,257
Liabilities. Value of operating payables at beginning of year2017-12-31$18,782
Total non interest bearing cash at end of year2017-12-31$709,482
Total non interest bearing cash at beginning of year2017-12-31$244,011
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$38,593
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,304,744
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,266,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,657,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,004,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$1,937,095
Employer contributions (assets) at end of year2017-12-31$321,170
Employer contributions (assets) at beginning of year2017-12-31$35,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,472,696
Contract administrator fees2017-12-31$52,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$243,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31222951202
2016 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$301,196
Total unrealized appreciation/depreciation of assets2016-12-31$301,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,567
Total income from all sources (including contributions)2016-12-31$1,187,012
Total of all expenses incurred2016-12-31$383,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$342,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$526,525
Value of total assets at end of year2016-12-31$12,284,933
Value of total assets at beginning of year2016-12-31$11,479,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,175
Total interest from all sources2016-12-31$220
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$359,071
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$359,071
Administrative expenses professional fees incurred2016-12-31$20,667
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,023
Administrative expenses (other) incurred2016-12-31$2,014
Liabilities. Value of operating payables at end of year2016-12-31$18,782
Liabilities. Value of operating payables at beginning of year2016-12-31$16,567
Total non interest bearing cash at end of year2016-12-31$244,011
Total non interest bearing cash at beginning of year2016-12-31$570,677
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$803,340
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,266,151
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,462,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,004,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,852,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$526,525
Employer contributions (assets) at end of year2016-12-31$35,976
Employer contributions (assets) at beginning of year2016-12-31$54,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$342,497
Contract administrator fees2016-12-31$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31222951202
2015 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-252,246
Total unrealized appreciation/depreciation of assets2015-12-31$-252,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,754
Total income from all sources (including contributions)2015-12-31$1,623,577
Total of all expenses incurred2015-12-31$389,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$354,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,571,617
Value of total assets at end of year2015-12-31$11,479,378
Value of total assets at beginning of year2015-12-31$10,255,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$16,763
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$913
Other income not declared elsewhere2015-12-31$138
Administrative expenses (other) incurred2015-12-31$1,488
Liabilities. Value of operating payables at end of year2015-12-31$16,567
Liabilities. Value of operating payables at beginning of year2015-12-31$26,754
Total non interest bearing cash at end of year2015-12-31$570,677
Total non interest bearing cash at beginning of year2015-12-31$527,386
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$1,234,417
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,462,811
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,228,394
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$10,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,852,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,551,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$304,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$1,571,617
Employer contributions (assets) at end of year2015-12-31$54,006
Employer contributions (assets) at beginning of year2015-12-31$174,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$354,051
Contract administrator fees2015-12-31$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
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 name2015-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31222951202
2014 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$184,904
Total unrealized appreciation/depreciation of assets2014-12-31$184,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$26,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,889
Total income from all sources (including contributions)2014-12-31$2,484,201
Total of all expenses incurred2014-12-31$359,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$324,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,159,186
Value of total assets at end of year2014-12-31$10,255,148
Value of total assets at beginning of year2014-12-31$8,123,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$18,516
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$654
Administrative expenses (other) incurred2014-12-31$720
Liabilities. Value of operating payables at end of year2014-12-31$26,754
Liabilities. Value of operating payables at beginning of year2014-12-31$19,889
Total non interest bearing cash at end of year2014-12-31$527,386
Total non interest bearing cash at beginning of year2014-12-31$1,405,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,124,981
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,228,394
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,103,413
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$9,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,551,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,526,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$140,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,159,186
Employer contributions (assets) at end of year2014-12-31$174,979
Employer contributions (assets) at beginning of year2014-12-31$189,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$324,624
Contract administrator fees2014-12-31$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31222951202
2013 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$287,404
Total unrealized appreciation/depreciation of assets2013-12-31$287,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,648
Total income from all sources (including contributions)2013-12-31$3,137,140
Total of all expenses incurred2013-12-31$388,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$354,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,766,481
Value of total assets at end of year2013-12-31$8,123,302
Value of total assets at beginning of year2013-12-31$5,384,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$20,528
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$968
Administrative expenses (other) incurred2013-12-31$1,242
Liabilities. Value of operating payables at end of year2013-12-31$19,889
Liabilities. Value of operating payables at beginning of year2013-12-31$30,648
Total non interest bearing cash at end of year2013-12-31$1,405,326
Total non interest bearing cash at beginning of year2013-12-31$2,231,585
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$2,749,126
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,103,413
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,354,287
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$5,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,526,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,656,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$83,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$2,766,481
Employer contributions (assets) at end of year2013-12-31$189,930
Employer contributions (assets) at beginning of year2013-12-31$495,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$354,720
Contract administrator fees2013-12-31$6,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31222951202
2012 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$65,457
Total unrealized appreciation/depreciation of assets2012-12-31$65,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,039
Total income from all sources (including contributions)2012-12-31$3,464,175
Total of all expenses incurred2012-12-31$418,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$381,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,332,972
Value of total assets at end of year2012-12-31$5,384,935
Value of total assets at beginning of year2012-12-31$2,322,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$24,595
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$154,869
Administrative expenses (other) incurred2012-12-31$697
Liabilities. Value of operating payables at end of year2012-12-31$30,648
Liabilities. Value of operating payables at beginning of year2012-12-31$14,039
Total non interest bearing cash at end of year2012-12-31$2,231,585
Total non interest bearing cash at beginning of year2012-12-31$492,658
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$3,046,008
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,354,287
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,308,279
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,656,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,525,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$65,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$3,332,972
Employer contributions (assets) at end of year2012-12-31$495,399
Employer contributions (assets) at beginning of year2012-12-31$149,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$381,625
Contract administrator fees2012-12-31$6,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31222951202
2011 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$16,242
Total unrealized appreciation/depreciation of assets2011-12-31$16,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,388
Total income from all sources (including contributions)2011-12-31$1,154,431
Total of all expenses incurred2011-12-31$305,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$284,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,101,409
Value of total assets at end of year2011-12-31$2,322,318
Value of total assets at beginning of year2011-12-31$1,470,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$7,992
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$154,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$480
Administrative expenses (other) incurred2011-12-31$732
Liabilities. Value of operating payables at end of year2011-12-31$14,039
Liabilities. Value of operating payables at beginning of year2011-12-31$11,388
Total non interest bearing cash at end of year2011-12-31$492,658
Total non interest bearing cash at beginning of year2011-12-31$456,778
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$849,294
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,308,279
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,458,985
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$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,525,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$972,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$36,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,101,409
Employer contributions (assets) at end of year2011-12-31$149,040
Employer contributions (assets) at beginning of year2011-12-31$40,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$284,163
Contract administrator fees2011-12-31$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31222951202
2010 : IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$44,024
Total unrealized appreciation/depreciation of assets2010-12-31$44,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,623
Total income from all sources (including contributions)2010-12-31$495,603
Total of all expenses incurred2010-12-31$226,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$208,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$419,533
Value of total assets at end of year2010-12-31$1,470,373
Value of total assets at beginning of year2010-12-31$1,204,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,821
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$706
Administrative expenses (other) incurred2010-12-31$742
Liabilities. Value of operating payables at end of year2010-12-31$11,388
Liabilities. Value of operating payables at beginning of year2010-12-31$14,623
Total non interest bearing cash at end of year2010-12-31$456,778
Total non interest bearing cash at beginning of year2010-12-31$279,986
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$269,179
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,458,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,189,806
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$972,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$896,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$32,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$419,533
Employer contributions (assets) at end of year2010-12-31$40,404
Employer contributions (assets) at beginning of year2010-12-31$26,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$208,861
Contract administrator fees2010-12-31$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31222951202

Form 5500 Responses for IBEW LOCAL 456 SUPPLEMENTAL WELFARE

2022: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 456 SUPPLEMENTAL WELFARE 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MEDCO CONTAINMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 63762 )
Policy contract numberNGL-40551
Policy instance 1
Insurance contract or identification numberNGL-40551
Number of Individuals Covered554
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
Welfare Benefit Premiums Paid to CarrierUSD $1,185,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467174
Policy instance 1
Insurance contract or identification numberAE467174
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
Welfare Benefit Premiums Paid to CarrierUSD $1,255,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467174
Policy instance 1
Insurance contract or identification numberAE467174
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
Welfare Benefit Premiums Paid to CarrierUSD $1,153,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE467174
Policy instance 1
Insurance contract or identification numberAE467174
Number of Individuals Covered529
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,432,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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