LOC. 351 IBEW HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : LOCAL 351 IBEW WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,127,474 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,127,474 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $7,770,539 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $7,626,159 |
| Total income from all sources (including contributions) | 2022-12-31 | $31,215,887 |
| Total of all expenses incurred | 2022-12-31 | $38,645,948 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $37,839,193 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $31,512,051 |
| Value of total assets at end of year | 2022-12-31 | $24,433,930 |
| Value of total assets at beginning of year | 2022-12-31 | $31,719,611 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $806,755 |
| Total interest from all sources | 2022-12-31 | $501,943 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $107,732 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $773,783 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $4,226,649 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,821,356 |
| Other income not declared elsewhere | 2022-12-31 | $1,329,367 |
| Administrative expenses (other) incurred | 2022-12-31 | $37,173 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $1,690,539 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,678,159 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-7,430,061 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $16,663,391 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,093,452 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $43,409 |
| Interest earned on other investments | 2022-12-31 | $501,943 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $707,532 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $675,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $675,105 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $16,049,214 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $25,468,611 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $2,928,256 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $30,738,268 |
| Employer contributions (assets) at end of year | 2022-12-31 | $3,450,535 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $2,754,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $34,910,937 |
| Contract administrator fees | 2022-12-31 | $618,441 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $6,080,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $5,948,000 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2022-12-31 | 223163246 |
| 2021 : LOCAL 351 IBEW WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-326,472 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-326,472 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,626,159 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $9,983,545 |
| Total income from all sources (including contributions) | 2021-12-31 | $33,192,555 |
| Total of all expenses incurred | 2021-12-31 | $37,190,885 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $36,298,873 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $32,762,256 |
| Value of total assets at end of year | 2021-12-31 | $31,719,611 |
| Value of total assets at beginning of year | 2021-12-31 | $38,075,327 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $892,012 |
| Total interest from all sources | 2021-12-31 | $687,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $130,694 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $3,156,456 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,821,356 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,526,935 |
| Other income not declared elsewhere | 2021-12-31 | $68,800 |
| Administrative expenses (other) incurred | 2021-12-31 | $65,561 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,678,159 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $4,438,545 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-3,998,330 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $24,093,452 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $28,091,782 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $48,997 |
| Interest earned on other investments | 2021-12-31 | $687,971 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $675,105 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $5,716,203 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $5,716,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $25,468,611 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $26,656,602 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,105,488 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $29,605,800 |
| Employer contributions (assets) at end of year | 2021-12-31 | $2,754,539 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $3,175,587 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,193,385 |
| Contract administrator fees | 2021-12-31 | $646,760 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $5,948,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $5,545,000 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2021-12-31 | 223163246 |
| 2020 : LOCAL 351 IBEW WELFARE FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $635,073 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $635,073 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $9,983,545 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,386,494 |
| Total income from all sources (including contributions) | 2020-12-31 | $38,154,495 |
| Total of all expenses incurred | 2020-12-31 | $33,446,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $32,506,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $36,704,704 |
| Value of total assets at end of year | 2020-12-31 | $38,075,327 |
| Value of total assets at beginning of year | 2020-12-31 | $29,770,246 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $939,897 |
| Total interest from all sources | 2020-12-31 | $660,252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $141,307 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $2,701,246 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,526,935 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,776,381 |
| Other income not declared elsewhere | 2020-12-31 | $154,466 |
| Administrative expenses (other) incurred | 2020-12-31 | $38,192 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $4,438,545 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,002,494 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,708,030 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $28,091,782 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,383,752 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $41,738 |
| Interest earned on other investments | 2020-12-31 | $660,252 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $5,716,203 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,382,645 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,382,645 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $26,656,602 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $21,404,322 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $2,004,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $34,003,458 |
| Employer contributions (assets) at end of year | 2020-12-31 | $3,175,587 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $3,206,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $30,502,184 |
| Contract administrator fees | 2020-12-31 | $718,660 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $5,545,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $5,384,000 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2020-12-31 | 223163246 |
| 2019 : LOCAL 351 IBEW WELFARE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $883,859 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $883,859 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $883,859 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $883,859 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,386,494 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,386,494 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,383,995 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,383,995 |
| Total income from all sources (including contributions) | 2019-12-31 | $38,802,191 |
| Total income from all sources (including contributions) | 2019-12-31 | $38,802,191 |
| Total of all expenses incurred | 2019-12-31 | $33,730,280 |
| Total of all expenses incurred | 2019-12-31 | $33,730,280 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $32,798,937 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $32,798,937 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $36,720,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $36,720,336 |
| Value of total assets at end of year | 2019-12-31 | $29,770,246 |
| Value of total assets at end of year | 2019-12-31 | $29,770,246 |
| Value of total assets at beginning of year | 2019-12-31 | $24,695,836 |
| Value of total assets at beginning of year | 2019-12-31 | $24,695,836 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $931,343 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $931,343 |
| Total interest from all sources | 2019-12-31 | $629,159 |
| Total interest from all sources | 2019-12-31 | $629,159 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $102,939 |
| Administrative expenses professional fees incurred | 2019-12-31 | $102,939 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $2,913,308 |
| Contributions received from participants | 2019-12-31 | $2,913,308 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,776,381 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,776,381 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,671,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,671,543 |
| Other income not declared elsewhere | 2019-12-31 | $568,837 |
| Other income not declared elsewhere | 2019-12-31 | $568,837 |
| Administrative expenses (other) incurred | 2019-12-31 | $56,975 |
| Administrative expenses (other) incurred | 2019-12-31 | $56,975 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,002,494 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,002,494 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,197,995 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,197,995 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $5,071,911 |
| Value of net income/loss | 2019-12-31 | $5,071,911 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,383,752 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,383,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,311,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,311,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $35,945 |
| Investment advisory and management fees | 2019-12-31 | $35,945 |
| Interest earned on other investments | 2019-12-31 | $629,159 |
| Interest earned on other investments | 2019-12-31 | $629,159 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,382,645 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,382,645 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,550,264 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,550,264 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,550,264 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,550,264 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $21,404,322 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $21,404,322 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,433,129 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,433,129 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,953,052 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,953,052 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $33,807,028 |
| Contributions received in cash from employer | 2019-12-31 | $33,807,028 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,206,898 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,206,898 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $4,040,900 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $4,040,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $30,845,885 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $30,845,885 |
| Contract administrator fees | 2019-12-31 | $735,484 |
| Contract administrator fees | 2019-12-31 | $735,484 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $5,384,000 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $5,384,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $5,186,000 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm name | 2019-12-31 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2019-12-31 | 223163246 |
| Accountancy firm EIN | 2019-12-31 | 223163246 |
| 2018 : LOCAL 351 IBEW WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-331,236 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-331,236 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,383,995 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,544,104 |
| Total income from all sources (including contributions) | 2018-12-31 | $41,134,402 |
| Total of all expenses incurred | 2018-12-31 | $31,915,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $30,937,920 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $40,758,827 |
| Value of total assets at end of year | 2018-12-31 | $24,695,836 |
| Value of total assets at beginning of year | 2018-12-31 | $16,636,576 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $977,113 |
| Total interest from all sources | 2018-12-31 | $413,681 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $112,544 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $3,203,375 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,671,543 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,300,056 |
| Other income not declared elsewhere | 2018-12-31 | $293,130 |
| Administrative expenses (other) incurred | 2018-12-31 | $33,495 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,197,995 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,836,104 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $9,219,369 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,311,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,092,472 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $23,628 |
| Interest earned on other investments | 2018-12-31 | $413,681 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,550,264 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $597,491 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $597,491 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,433,129 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $11,385,073 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,898,369 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $37,555,452 |
| Employer contributions (assets) at end of year | 2018-12-31 | $4,040,900 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $3,353,956 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $29,039,551 |
| Contract administrator fees | 2018-12-31 | $807,446 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $5,186,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $5,708,000 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | GERSON & ASSOC CPAS AND ADVISORS PC |
| Accountancy firm EIN | 2018-12-31 | 223163246 |
| 2017 : LOCAL 351 IBEW WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-76,518 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-76,518 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,544,104 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $7,675,721 |
| Total income from all sources (including contributions) | 2017-12-31 | $36,019,589 |
| Total of all expenses incurred | 2017-12-31 | $38,150,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $37,293,385 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $34,488,084 |
| Value of total assets at end of year | 2017-12-31 | $16,636,576 |
| Value of total assets at beginning of year | 2017-12-31 | $18,899,197 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $857,208 |
| Total interest from all sources | 2017-12-31 | $418,750 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $131,274 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $2,782,764 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,300,056 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $884,872 |
| Other income not declared elsewhere | 2017-12-31 | $1,189,273 |
| Administrative expenses (other) incurred | 2017-12-31 | $35,277 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,836,104 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,025,721 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-2,131,004 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,092,472 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,223,476 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $21,863 |
| Interest earned on other investments | 2017-12-31 | $418,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $597,491 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,718,511 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,718,511 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $11,385,073 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $11,065,855 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,845,419 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $31,705,320 |
| Employer contributions (assets) at end of year | 2017-12-31 | $3,353,956 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $3,229,959 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $35,447,966 |
| Contract administrator fees | 2017-12-31 | $668,794 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $5,708,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $5,650,000 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2017-12-31 | 223163246 |
| 2016 : LOCAL 351 IBEW WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-212,106 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-212,106 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $7,675,721 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,968,867 |
| Total income from all sources (including contributions) | 2016-12-31 | $36,326,526 |
| Total of all expenses incurred | 2016-12-31 | $35,383,407 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $34,538,236 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $35,509,069 |
| Value of total assets at end of year | 2016-12-31 | $18,899,197 |
| Value of total assets at beginning of year | 2016-12-31 | $17,249,224 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $845,171 |
| Total interest from all sources | 2016-12-31 | $431,889 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $87,844 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $2,189,282 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $884,872 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,063,010 |
| Other income not declared elsewhere | 2016-12-31 | $597,674 |
| Administrative expenses (other) incurred | 2016-12-31 | $44,983 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,025,721 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,180,867 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $943,119 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,223,476 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,280,357 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $21,055 |
| Interest earned on other investments | 2016-12-31 | $431,889 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,718,511 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,516,170 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,516,170 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $11,065,855 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $10,867,127 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $10,357,170 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $33,319,787 |
| Employer contributions (assets) at end of year | 2016-12-31 | $3,229,959 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $2,802,917 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $24,181,066 |
| Contract administrator fees | 2016-12-31 | $691,289 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $5,650,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $5,788,000 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2016-12-31 | 223163246 |
| 2015 : LOCAL 351 IBEW WELFARE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-291,801 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-291,801 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,968,867 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,745,233 |
| Total income from all sources (including contributions) | 2015-12-31 | $36,752,018 |
| Total of all expenses incurred | 2015-12-31 | $34,602,297 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $33,774,547 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $35,814,236 |
| Value of total assets at end of year | 2015-12-31 | $17,249,224 |
| Value of total assets at beginning of year | 2015-12-31 | $14,875,869 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $827,750 |
| Total interest from all sources | 2015-12-31 | $674,140 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $74,312 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $2,247,504 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,063,010 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $368,106 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $132,200 |
| Other income not declared elsewhere | 2015-12-31 | $555,443 |
| Administrative expenses (other) incurred | 2015-12-31 | $32,870 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,180,867 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $738,033 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $2,149,721 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $10,280,357 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,130,636 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $22,828 |
| Interest earned on other investments | 2015-12-31 | $674,140 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,516,170 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $234,667 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $234,667 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $10,867,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $11,457,615 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $9,947,345 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $33,566,732 |
| Employer contributions (assets) at end of year | 2015-12-31 | $2,802,917 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $2,815,481 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $23,827,202 |
| Contract administrator fees | 2015-12-31 | $697,740 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $5,788,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,875,000 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2015-12-31 | 223163246 |
| 2014 : LOCAL 351 IBEW WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-305,589 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-305,589 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,745,233 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,246,852 |
| Total income from all sources (including contributions) | 2014-12-31 | $30,998,143 |
| Total of all expenses incurred | 2014-12-31 | $38,959,463 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $38,122,871 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $28,667,404 |
| Value of total assets at end of year | 2014-12-31 | $14,875,869 |
| Value of total assets at beginning of year | 2014-12-31 | $22,338,808 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $836,592 |
| Total interest from all sources | 2014-12-31 | $752,908 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $211,105 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,057,330 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $368,106 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $256,782 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $132,200 |
| Other income not declared elsewhere | 2014-12-31 | $1,883,420 |
| Administrative expenses (other) incurred | 2014-12-31 | $42,709 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $738,033 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $508,852 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-7,961,320 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,130,636 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,091,956 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $33,900 |
| Interest earned on other investments | 2014-12-31 | $752,908 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $234,667 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,712,216 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,712,216 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $11,457,615 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $17,594,195 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $9,735,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $26,610,074 |
| Employer contributions (assets) at end of year | 2014-12-31 | $2,815,481 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $2,775,615 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $28,387,270 |
| Contract administrator fees | 2014-12-31 | $548,878 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,875,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $5,738,000 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2014-12-31 | 223163246 |
| 2013 : LOCAL 351 IBEW WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-729,602 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-729,602 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,246,852 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,180,809 |
| Total income from all sources (including contributions) | 2013-12-31 | $33,063,916 |
| Total of all expenses incurred | 2013-12-31 | $38,488,141 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $37,654,475 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $31,753,701 |
| Value of total assets at end of year | 2013-12-31 | $22,338,808 |
| Value of total assets at beginning of year | 2013-12-31 | $27,696,990 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $833,666 |
| Total interest from all sources | 2013-12-31 | $898,419 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $106,759 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,893,494 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $256,782 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $8,868 |
| Other income not declared elsewhere | 2013-12-31 | $1,141,398 |
| Administrative expenses (other) incurred | 2013-12-31 | $47,754 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $508,852 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $623,809 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-5,424,225 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,091,956 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,516,181 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $49,285 |
| Interest earned on other investments | 2013-12-31 | $898,419 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,712,216 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,113,262 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,113,262 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $17,594,195 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $23,474,664 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $18,917,207 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $29,860,207 |
| Employer contributions (assets) at end of year | 2013-12-31 | $2,775,615 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $3,100,196 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $18,737,268 |
| Contract administrator fees | 2013-12-31 | $629,868 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $5,738,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $5,557,000 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2013-12-31 | 223163246 |
| 2012 : LOCAL 351 IBEW WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $680,638 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $680,638 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $6,180,809 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,984,335 |
| Total income from all sources (including contributions) | 2012-12-31 | $34,821,118 |
| Total of all expenses incurred | 2012-12-31 | $36,958,824 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $36,015,741 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $32,911,555 |
| Value of total assets at end of year | 2012-12-31 | $27,696,990 |
| Value of total assets at beginning of year | 2012-12-31 | $31,638,222 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $943,083 |
| Total interest from all sources | 2012-12-31 | $1,023,651 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $158,128 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,900,272 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $8,868 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $256,287 |
| Other income not declared elsewhere | 2012-12-31 | $205,274 |
| Administrative expenses (other) incurred | 2012-12-31 | $40,106 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $623,809 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,266,335 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-2,137,706 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,516,181 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,653,887 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $58,440 |
| Interest earned on other investments | 2012-12-31 | $1,023,651 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,113,262 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,188,461 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,188,461 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $23,474,664 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $24,478,815 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $22,543,026 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $31,011,283 |
| Employer contributions (assets) at end of year | 2012-12-31 | $3,100,196 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $4,714,659 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $13,472,715 |
| Contract administrator fees | 2012-12-31 | $686,409 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $5,557,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $5,718,000 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | DAVID A GERSON,CPA & ASSOC. PC |
| Accountancy firm EIN | 2012-12-31 | 223163246 |
| 2011 : LOCAL 351 IBEW WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $504,740 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $504,740 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,984,335 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,082,979 |
| Total income from all sources (including contributions) | 2011-12-31 | $41,483,349 |
| Total of all expenses incurred | 2011-12-31 | $36,346,297 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $35,413,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $37,859,403 |
| Value of total assets at end of year | 2011-12-31 | $31,638,222 |
| Value of total assets at beginning of year | 2011-12-31 | $24,599,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $933,118 |
| Total interest from all sources | 2011-12-31 | $848,485 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $90,108 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,855,775 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $256,287 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $846,954 |
| Other income not declared elsewhere | 2011-12-31 | $2,270,721 |
| Administrative expenses (other) incurred | 2011-12-31 | $29,944 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,266,335 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $483,979 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $5,137,052 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $23,653,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,516,835 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $44,977 |
| Interest earned on other investments | 2011-12-31 | $844,802 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,188,461 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,794,953 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,794,953 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,683 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $24,478,815 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $18,224,196 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $22,565,256 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $36,003,628 |
| Employer contributions (assets) at end of year | 2011-12-31 | $4,714,659 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $3,733,711 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,847,923 |
| Contract administrator fees | 2011-12-31 | $768,089 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $5,718,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $5,599,000 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2011-12-31 | 223163246 |
| 2010 : LOCAL 351 IBEW WELFARE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $980,137 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $980,137 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,082,979 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,351,762 |
| Total income from all sources (including contributions) | 2010-12-31 | $32,469,031 |
| Total loss/gain on sale of assets | 2010-12-31 | $33,729 |
| Total of all expenses incurred | 2010-12-31 | $33,618,144 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $32,907,138 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $28,941,753 |
| Value of total assets at end of year | 2010-12-31 | $24,599,814 |
| Value of total assets at beginning of year | 2010-12-31 | $26,017,710 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $711,006 |
| Total interest from all sources | 2010-12-31 | $835,288 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,511 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $70,724 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,385,553 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $846,954 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $541,257 |
| Other income not declared elsewhere | 2010-12-31 | $1,676,613 |
| Administrative expenses (other) incurred | 2010-12-31 | $48,430 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $483,979 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $930,762 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-1,149,113 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,516,835 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,665,948 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $49,355 |
| Interest earned on other investments | 2010-12-31 | $821,325 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $20 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,794,953 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,065,254 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,065,254 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $13,943 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $18,224,196 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $21,850,404 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $20,010,864 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $27,556,200 |
| Employer contributions (assets) at end of year | 2010-12-31 | $3,733,711 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $2,324,350 |
| Income. Dividends from common stock | 2010-12-31 | $1,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,896,274 |
| Contract administrator fees | 2010-12-31 | $542,497 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $236,445 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $5,599,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $5,421,000 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $974,542 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $940,813 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DAVID A GERSON, CPA & ASSOC. PC |
| Accountancy firm EIN | 2010-12-31 | 223163246 |
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1113 |
| Policy instance | 4 |
| Insurance contract or identification number | SL1113 | | Number of Individuals Covered | 2438 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $36,386 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $454,826 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,386 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017210-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017210-00 | | Number of Individuals Covered | 1744 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $33,758 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $221,382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,758 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Insurance policy start date | 2022-03-01 | | Insurance policy end date | 2023-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,253,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2438 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017210-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017210-00 | | Number of Individuals Covered | 1760 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $43,296 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $266,818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,296 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2379 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Insurance policy start date | 2021-03-01 | | Insurance policy end date | 2022-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,166,107 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1113 |
| Policy instance | 4 |
| Insurance contract or identification number | SL1113 | | Number of Individuals Covered | 2379 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $450,620 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 1855 | | Insurance policy start date | 2020-03-01 | | Insurance policy end date | 2021-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,003,036 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2506 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1113 |
| Policy instance | 4 |
| Insurance contract or identification number | SL1113 | | Number of Individuals Covered | 2032 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $436,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017210-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017210-00 | | Number of Individuals Covered | 1782 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $36,024 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $263,074 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,024 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1113 |
| Policy instance | 4 |
| Insurance contract or identification number | SL1113 | | Number of Individuals Covered | 2112 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $414,123 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017210-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017210-00 | | Number of Individuals Covered | 1818 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $38,109 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $255,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,109 | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 1910 | | Insurance policy start date | 2019-03-01 | | Insurance policy end date | 2020-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,205,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 1900 | | Insurance policy start date | 2018-03-01 | | Insurance policy end date | 2019-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,411,561 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017210-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017210-00 | | Number of Individuals Covered | 1811 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $32,533 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $237,451 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,533 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1113 |
| Policy instance | 4 |
| Insurance contract or identification number | SL1113 | | Number of Individuals Covered | 2082 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $30,503 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $381,291 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,503 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017210-00 |
| Policy instance | 5 |
| Insurance contract or identification number | 01-017210-00 | | Number of Individuals Covered | 1760 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $34,478 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD & D | | Welfare Benefit Premiums Paid to Carrier | USD $229,855 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,478 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | LAKE SHORE BENEFIT GROUP |
|
| GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
| Policy contract number | |
| Policy instance | 4 |
| Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $346,236 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL30238 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL30238 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 2036 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,394,001 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL30238 |
| Policy instance | 4 |
| Insurance contract or identification number | HCL30238 | | Number of Individuals Covered | 2394 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $70,288 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $468,585 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $70,288 | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 66921-1 |
| Policy instance | 3 |
| Insurance contract or identification number | 66921-1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $303,607 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 1943 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,401,592 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2376 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL30238 |
| Policy instance | 5 |
| Insurance contract or identification number | HCL30238 | | Number of Individuals Covered | 2292 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $53,352 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $355,682 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,352 | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 66921-1 |
| Policy instance | 4 |
| Insurance contract or identification number | 66921-1 | | Number of Individuals Covered | 1630 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $42,985 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $286,567 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,985 | | Additional information about fees paid to insurance broker | WRITING AGENT | | Insurance broker organization code? | 3 | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 1881 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,411,961 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2285 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| INDEPENDENCE ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 92970 |
| Policy instance | 3 |
| Insurance contract or identification number | 92970 | | Number of Individuals Covered | 2285 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 1962 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,471,765 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2366 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| INDEPENDENCE ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 92970 |
| Policy instance | 3 |
| Insurance contract or identification number | 92970 | | Number of Individuals Covered | 2366 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $367,120 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 66921-1 |
| Policy instance | 4 |
| Insurance contract or identification number | 66921-1 | | Number of Individuals Covered | 1834 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $42,976 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $286,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,976 | | Additional information about fees paid to insurance broker | WRITING AGENT | | Insurance broker organization code? | 3 | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL30238 |
| Policy instance | 5 |
| Insurance contract or identification number | HCL30238 | | Number of Individuals Covered | 2390 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $51,781 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $345,204 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $51,781 | | Additional information about fees paid to insurance broker | WRITING AGENT | | Insurance broker name | CONNOR STRONG & BUCKELEW |
|
| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 2126 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,600,985 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| INDEPENDENCE ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 92970 |
| Policy instance | 3 |
| Insurance contract or identification number | 92970 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 66921-1 |
| Policy instance | 4 |
| Insurance contract or identification number | 66921-1 | | Number of Individuals Covered | 1802 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $32,067 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $234,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,067 | | Additional information about fees paid to insurance broker | WRITING AGENT | | Insurance broker name | LAKE SHORE BENEFIT GROUP |
|
| KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 ) |
| Policy contract number | K100821001 |
| Policy instance | 5 |
| Insurance contract or identification number | K100821001 | | Number of Individuals Covered | 2432 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $43,662 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $356,873 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,662 | | Additional information about fees paid to insurance broker | WRITING AGENT | | Insurance broker name | CONNER STRONG & BUCKELEW |
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| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2441 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| INDEPENDENCE ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 92970 |
| Policy instance | 3 |
| Insurance contract or identification number | 92970 | | Number of Individuals Covered | 2438 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2532 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 2213 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-29 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,573,488 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 66921-1 |
| Policy instance | 4 |
| Insurance contract or identification number | 66921-1 | | Number of Individuals Covered | 1926 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $58,957 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $551,838 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 016775 |
| Policy instance | 1 |
| Insurance contract or identification number | 016775 | | Number of Individuals Covered | 2213 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| INDEPENDENCE ADMINISTRATORS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 92970 |
| Policy instance | 3 |
| Insurance contract or identification number | 92970 | | Number of Individuals Covered | 2401 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| QBE A&H (National Association of Insurance Commissioners NAIC id number: 10219 ) |
| Policy contract number | IRS00248-09 |
| Policy instance | 4 |
| Insurance contract or identification number | IRS00248-09 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $21,511 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $268,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,511 | | Insurance broker organization code? | 3 | | Insurance broker name | LAKESHORE BENEFIT GROUP INS BROKERA |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 66921-1 |
| Policy instance | 5 |
| Insurance contract or identification number | 66921-1 | | Number of Individuals Covered | 1746 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,641 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $184,270 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27641 | | Additional information about fees paid to insurance broker | INSURANCE FEES AND COMMISSIONS | | Insurance broker organization code? | 4 | | Insurance broker name | LAKESHORE BENEFIT GROUP INS BROKERA |
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| DELTA DENTAL OF NJ INC (National Association of Insurance Commissioners NAIC id number: 55085 ) |
| Policy contract number | 3954 |
| Policy instance | 2 |
| Insurance contract or identification number | 3954 | | Number of Individuals Covered | 2207 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,594,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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