I.B.E.W. LOCAL 1579 HEALTH PLAN BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 1579 HEALTH PLAN
| Measure | Date | Value |
|---|
| 2014 : I.B.E.W. LOCAL 1579 HEALTH PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-09-30 | $-201,635 |
| Total income from all sources | 2014-09-30 | $95,676 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $2,931 |
| Total plan assets at end of year | 2014-09-30 | $0 |
| Total plan assets at beginning of year | 2014-09-30 | $108,890 |
| Value of fidelity bond covering the plan | 2014-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2014-09-30 | $402 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $2,931 |
| Other income received | 2014-09-30 | $72,005 |
| Net income (gross income less expenses) | 2014-09-30 | $92,745 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $108,890 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $23,269 |
| 2013 : I.B.E.W. LOCAL 1579 HEALTH PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $-27,361 |
| Total unrealized appreciation/depreciation of assets | 2013-09-30 | $-27,361 |
| Total transfer of assets from this plan | 2013-09-30 | $6,110,501 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $7,075 |
| Total income from all sources (including contributions) | 2013-09-30 | $4,836,170 |
| Total loss/gain on sale of assets | 2013-09-30 | $12,775 |
| Total of all expenses incurred | 2013-09-30 | $4,821,800 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $4,597,761 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $4,827,731 |
| Value of total assets at end of year | 2013-09-30 | $108,890 |
| Value of total assets at beginning of year | 2013-09-30 | $6,212,096 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $224,039 |
| Total interest from all sources | 2013-09-30 | $23,025 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Administrative expenses professional fees incurred | 2013-09-30 | $77,134 |
| Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
| Value of fidelity bond cover | 2013-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Contributions received from participants | 2013-09-30 | $419,402 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $11,680 |
| Administrative expenses (other) incurred | 2013-09-30 | $18,629 |
| Liabilities. Value of operating payables at end of year | 2013-09-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $7,075 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $14,370 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $108,890 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $6,205,021 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-09-30 | $108,890 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-09-30 | $5,507,370 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-09-30 | $5,507,370 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $23,025 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-09-30 | $4,597,761 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Contributions received in cash from employer | 2013-09-30 | $4,408,329 |
| Employer contributions (assets) at end of year | 2013-09-30 | $0 |
| Employer contributions (assets) at beginning of year | 2013-09-30 | $693,046 |
| Contract administrator fees | 2013-09-30 | $128,276 |
| Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Aggregate proceeds on sale of assets | 2013-09-30 | $2,642,775 |
| Aggregate carrying amount (costs) on sale of assets | 2013-09-30 | $2,630,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
| Accountancy firm name | 2013-09-30 | AGH, LLC |
| Accountancy firm EIN | 2013-09-30 | 582588678 |
| 2012 : I.B.E.W. LOCAL 1579 HEALTH PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $23,097 |
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $23,097 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $7,075 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $4,585 |
| Total income from all sources (including contributions) | 2012-09-30 | $6,670,745 |
| Total loss/gain on sale of assets | 2012-09-30 | $0 |
| Total of all expenses incurred | 2012-09-30 | $5,196,596 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $5,006,730 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $6,601,836 |
| Value of total assets at end of year | 2012-09-30 | $6,212,096 |
| Value of total assets at beginning of year | 2012-09-30 | $4,735,457 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $189,866 |
| Total interest from all sources | 2012-09-30 | $45,812 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Administrative expenses professional fees incurred | 2012-09-30 | $51,694 |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Contributions received from participants | 2012-09-30 | $139,180 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-09-30 | $437,486 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $11,680 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $12,748 |
| Administrative expenses (other) incurred | 2012-09-30 | $23,514 |
| Liabilities. Value of operating payables at end of year | 2012-09-30 | $7,075 |
| Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $4,585 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $1,474,149 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $6,205,021 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $4,730,872 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-09-30 | $5,507,370 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-09-30 | $4,152,973 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-09-30 | $4,152,973 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $45,812 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-09-30 | $5,006,730 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $6,025,170 |
| Employer contributions (assets) at end of year | 2012-09-30 | $693,046 |
| Employer contributions (assets) at beginning of year | 2012-09-30 | $569,736 |
| Contract administrator fees | 2012-09-30 | $114,658 |
| Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
| Accountancy firm name | 2012-09-30 | AARONS, GRANT & HABIF, LLC |
| Accountancy firm EIN | 2012-09-30 | 582588678 |
| 2011 : I.B.E.W. LOCAL 1579 HEALTH PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-09-30 | $-15,461 |
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $-15,461 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $4,585 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $1,715 |
| Total income from all sources (including contributions) | 2011-09-30 | $6,105,547 |
| Total of all expenses incurred | 2011-09-30 | $4,568,707 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $4,399,401 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $6,075,959 |
| Value of total assets at end of year | 2011-09-30 | $4,735,457 |
| Value of total assets at beginning of year | 2011-09-30 | $3,195,747 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $169,306 |
| Total interest from all sources | 2011-09-30 | $45,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Administrative expenses professional fees incurred | 2011-09-30 | $26,612 |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Contributions received from participants | 2011-09-30 | $154,196 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-09-30 | $469,180 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $12,748 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $10,050 |
| Administrative expenses (other) incurred | 2011-09-30 | $19,807 |
| Liabilities. Value of operating payables at end of year | 2011-09-30 | $4,585 |
| Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $1,715 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $1,536,840 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $4,730,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $3,194,032 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-09-30 | $4,152,973 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-09-30 | $2,885,886 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-09-30 | $2,885,886 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $45,049 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-09-30 | $4,399,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $5,452,583 |
| Employer contributions (assets) at end of year | 2011-09-30 | $569,736 |
| Employer contributions (assets) at beginning of year | 2011-09-30 | $299,811 |
| Contract administrator fees | 2011-09-30 | $122,887 |
| Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
| Accountancy firm name | 2011-09-30 | CLACK & ASSOCIATES, PC |
| Accountancy firm EIN | 2011-09-30 | 263667119 |
