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IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameIBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN
Plan identification number 501

IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

IBEW LOCAL UNION 347 & IOWA CHAPTER OF NECA BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL UNION 347 & IOWA CHAPTER OF NECA BOARD OF TRUSTEES
Employer identification number (EIN):237091121
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01BRAD YODER2020-07-22 BRAD YODER2020-07-22
5012018-01-01GENE DEBOER, CPA2019-08-06 GENE DEBOER, CPA2019-08-06
5012017-01-01ANGELA BOWERSOX PATRICK WELLS2018-07-26
5012016-01-01ANGELA BOWERSOX PATRICK WELLS2017-06-27
5012015-01-01PATRICK WELLS ANGELA BOWERSOX2016-07-21
5012014-01-01PATRICK WELLS ANGELA BOWERSOX2015-10-12
5012013-01-01PATRICK WELLS ANGELA BOWERSOX2014-07-17
5012012-01-01KEVIN CLARK ANGELA BOWERSOX2013-07-12
5012011-01-01KEVIN CLARK ANGELA BOWERSOX2012-07-12
5012010-01-01KEVIN CLARK ANGELA BOWERSOX2011-10-05
5012009-01-01KEVIN CLARK ANGELA BOWERSOX2010-10-08
5012009-01-01KEVIN CLARK ANGELA BOWERSOX2011-02-01

Plan Statistics for IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN

Measure Date Value
2022: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,018
Total number of active participants reported on line 7a of the Form 55002022-01-011,998
Number of retired or separated participants receiving benefits2022-01-01100
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,098
Number of employers contributing to the scheme2022-01-0157
2021: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,954
Total number of active participants reported on line 7a of the Form 55002021-01-011,921
Number of retired or separated participants receiving benefits2021-01-0197
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,018
Number of employers contributing to the scheme2021-01-0153
2020: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,706
Total number of active participants reported on line 7a of the Form 55002020-01-011,873
Number of retired or separated participants receiving benefits2020-01-0181
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,954
Number of employers contributing to the scheme2020-01-0156
2019: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,607
Total number of active participants reported on line 7a of the Form 55002019-01-011,625
Number of retired or separated participants receiving benefits2019-01-0181
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,706
Number of employers contributing to the scheme2019-01-0154
2018: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,532
Total number of active participants reported on line 7a of the Form 55002018-01-011,521
Number of retired or separated participants receiving benefits2018-01-0186
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,607
Number of employers contributing to the scheme2018-01-0154
2017: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,382
Total number of active participants reported on line 7a of the Form 55002017-01-011,445
Number of retired or separated participants receiving benefits2017-01-0187
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,532
Number of employers contributing to the scheme2017-01-0159
2016: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,286
Total number of active participants reported on line 7a of the Form 55002016-01-011,382
Number of retired or separated participants receiving benefits2016-01-0180
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,462
Number of employers contributing to the scheme2016-01-0161
2015: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,221
Total number of active participants reported on line 7a of the Form 55002015-01-011,286
Number of retired or separated participants receiving benefits2015-01-0193
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,379
Number of employers contributing to the scheme2015-01-0154
2014: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,050
Total number of active participants reported on line 7a of the Form 55002014-01-011,221
Number of retired or separated participants receiving benefits2014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-011,312
Number of employers contributing to the scheme2014-01-0151
2013: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,038
Total number of active participants reported on line 7a of the Form 55002013-01-011,050
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-011,139
Number of employers contributing to the scheme2013-01-0148
2012: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01960
Total number of active participants reported on line 7a of the Form 55002012-01-011,038
Number of retired or separated participants receiving benefits2012-01-0175
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-011,123
Number of employers contributing to the scheme2012-01-0147
2011: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01931
Total number of active participants reported on line 7a of the Form 55002011-01-01960
Number of retired or separated participants receiving benefits2011-01-0180
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-011,046
Number of employers contributing to the scheme2011-01-0150
2010: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,069
Total number of active participants reported on line 7a of the Form 55002010-01-01931
Number of retired or separated participants receiving benefits2010-01-0179
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-011,015
Number of employers contributing to the scheme2010-01-0153
2009: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,118
Total number of active participants reported on line 7a of the Form 55002009-01-01986
Number of retired or separated participants receiving benefits2009-01-0173
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-011,069
Number of employers contributing to the scheme2009-01-0164

Financial Data on IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN

Measure Date Value
2022 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-737,430
Total unrealized appreciation/depreciation of assets2022-12-31$-737,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$38,912,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,413,966
Total income from all sources (including contributions)2022-12-31$24,398,769
Total of all expenses incurred2022-12-31$30,944,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,074,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,537,359
Value of total assets at end of year2022-12-31$60,628,659
Value of total assets at beginning of year2022-12-31$63,675,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,869,702
Total interest from all sources2022-12-31$27,980
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,155,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,155,533
Administrative expenses professional fees incurred2022-12-31$301,681
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$605,964
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,370
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,433
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$88,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$407,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$701,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$36,144,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$32,530,421
Other income not declared elsewhere2022-12-31$43,382
Administrative expenses (other) incurred2022-12-31$1,246,218
Liabilities. Value of operating payables at end of year2022-12-31$386,247
Liabilities. Value of operating payables at beginning of year2022-12-31$445,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,545,327
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,716,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,261,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$3,569,040
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,306,470
Investment advisory and management fees2022-12-31$52,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$50,356,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,859,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,156,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,862,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,862,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$27,980
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$25,762,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,628,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$32,931,395
Employer contributions (assets) at end of year2022-12-31$3,126,094
Employer contributions (assets) at beginning of year2022-12-31$2,932,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,223,541
Contract administrator fees2022-12-31$269,083
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,381,503
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,437,645
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$26,640
Total unrealized appreciation/depreciation of assets2021-12-31$26,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35,413,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,190,717
Total income from all sources (including contributions)2021-12-31$34,806,357
Total of all expenses incurred2021-12-31$31,899,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,166,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,737,905
Value of total assets at end of year2021-12-31$63,675,578
Value of total assets at beginning of year2021-12-31$56,544,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,732,818
Total interest from all sources2021-12-31$2,816
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,816,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,816,520
Administrative expenses professional fees incurred2021-12-31$247,648
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$375,030
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,433
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,041
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$73,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$701,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$374,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$32,530,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$27,819,460
Other income not declared elsewhere2021-12-31$31,120
Administrative expenses (other) incurred2021-12-31$1,170,127
Liabilities. Value of operating payables at end of year2021-12-31$445,900
Liabilities. Value of operating payables at beginning of year2021-12-31$857,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,907,349
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,261,612
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,354,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$4,306,470
Assets. partnership/joint venture interests at beginning of year2021-12-31$4,279,831
Investment advisory and management fees2021-12-31$53,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,859,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,597,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,862,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,653,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,653,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,816
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$27,392,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$191,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,362,875
Employer contributions (assets) at end of year2021-12-31$2,932,763
Employer contributions (assets) at beginning of year2021-12-31$2,625,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,700,722
Contract administrator fees2021-12-31$261,576
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,437,645
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,513,274
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,551,312
Total unrealized appreciation/depreciation of assets2020-12-31$1,551,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,190,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,787,273
Total income from all sources (including contributions)2020-12-31$36,986,007
Total of all expenses incurred2020-12-31$26,605,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,107,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$29,644,897
Value of total assets at end of year2020-12-31$56,544,980
Value of total assets at beginning of year2020-12-31$39,760,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,497,915
Total interest from all sources2020-12-31$9,559
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,514,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,514,608
Administrative expenses professional fees incurred2020-12-31$228,758
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$497,742
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,041
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$43,135
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$59,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$374,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$350,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$27,819,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,967,664
Administrative expenses (other) incurred2020-12-31$972,478
Liabilities. Value of operating payables at end of year2020-12-31$857,983
Liabilities. Value of operating payables at beginning of year2020-12-31$211,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,380,801
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,354,263
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,973,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$4,279,831
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,228,518
Investment advisory and management fees2020-12-31$46,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,597,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,827,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,653,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,244,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,244,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,559
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$23,462,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,265,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$29,147,155
Employer contributions (assets) at end of year2020-12-31$2,625,743
Employer contributions (assets) at beginning of year2020-12-31$2,066,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,585,736
Contract administrator fees2020-12-31$249,987
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,513,274
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,607,680
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2020-12-31470836395
2019 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$450,208
Total unrealized appreciation/depreciation of assets2019-12-31$450,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,787,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,951,228
Total income from all sources (including contributions)2019-12-31$29,854,981
Total of all expenses incurred2019-12-31$24,406,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,042,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,044,381
Value of total assets at end of year2019-12-31$39,760,735
Value of total assets at beginning of year2019-12-31$32,475,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,363,300
Total interest from all sources2019-12-31$5,943
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,145,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,145,161
Administrative expenses professional fees incurred2019-12-31$247,077
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$501,749
Assets. Other investments not covered elsewhere at end of year2019-12-31$43,135
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$67,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$350,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$837,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,967,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$20,631,199
Administrative expenses (other) incurred2019-12-31$836,898
Liabilities. Value of operating payables at end of year2019-12-31$211,929
Liabilities. Value of operating payables at beginning of year2019-12-31$257,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,448,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,973,462
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,524,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,228,518
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,778,310
Investment advisory and management fees2019-12-31$37,396
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,827,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,023,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,244,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,333,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,333,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,943
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$21,386,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,209,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,542,632
Employer contributions (assets) at end of year2019-12-31$2,066,433
Employer contributions (assets) at beginning of year2019-12-31$2,486,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,588,971
Contract administrator fees2019-12-31$241,929
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,607,680
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,062,132
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2019-12-31470836395
2018 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$687,991
Total unrealized appreciation/depreciation of assets2018-12-31$687,991
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$22,951,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,933,217
Total income from all sources (including contributions)2018-12-31$24,452,748
Total of all expenses incurred2018-12-31$23,941,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,602,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,846,602
Value of total assets at end of year2018-12-31$32,475,738
Value of total assets at beginning of year2018-12-31$27,946,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,338,729
Total interest from all sources2018-12-31$272
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$652,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$652,696
Administrative expenses professional fees incurred2018-12-31$192,018
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$496,766
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,530
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$70,786
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$837,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$234,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$20,631,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,122,692
Administrative expenses (other) incurred2018-12-31$870,836
Liabilities. Value of operating payables at end of year2018-12-31$257,897
Liabilities. Value of operating payables at beginning of year2018-12-31$373,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$511,114
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,524,510
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,013,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$1,778,310
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,090,319
Investment advisory and management fees2018-12-31$57,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,023,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,130,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,333,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,082,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,082,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$272
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$21,015,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,734,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,349,836
Employer contributions (assets) at end of year2018-12-31$2,486,615
Employer contributions (assets) at beginning of year2018-12-31$2,395,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,516,460
Contract administrator fees2018-12-31$218,645
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,062,132
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,437,179
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2018-12-31470836395
2017 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$90,319
Total unrealized appreciation/depreciation of assets2017-12-31$90,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,933,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,929,681
Total income from all sources (including contributions)2017-12-31$24,511,199
Total of all expenses incurred2017-12-31$20,283,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,914,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,479,007
Value of total assets at end of year2017-12-31$27,946,613
Value of total assets at beginning of year2017-12-31$21,715,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,369,105
Total interest from all sources2017-12-31$195
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$466,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$466,756
Administrative expenses professional fees incurred2017-12-31$190,012
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$537,813
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,234
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$15,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$234,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$231,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,122,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,892,972
Administrative expenses (other) incurred2017-12-31$891,965
Liabilities. Value of operating payables at end of year2017-12-31$373,346
Liabilities. Value of operating payables at beginning of year2017-12-31$637,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,227,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,013,396
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,786,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$1,090,319
Investment advisory and management fees2017-12-31$58,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,130,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,225,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,082,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,875,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,875,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,474,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,941,194
Employer contributions (assets) at end of year2017-12-31$2,395,236
Employer contributions (assets) at beginning of year2017-12-31$2,367,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,914,759
Contract administrator fees2017-12-31$228,317
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,437,179
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,399,474
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2017-12-31470836395
2016 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,929,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,726,271
Total income from all sources (including contributions)2016-12-31$22,102,679
Total of all expenses incurred2016-12-31$18,232,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,927,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,956,298
Value of total assets at end of year2016-12-31$21,715,742
Value of total assets at beginning of year2016-12-31$18,641,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,304,405
Total interest from all sources2016-12-31$60
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$422,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$422,895
Administrative expenses professional fees incurred2016-12-31$196,565
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$639,542
Assets. Other investments not covered elsewhere at end of year2016-12-31$15,234
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,829
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$231,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$116,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,892,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,946,977
Administrative expenses (other) incurred2016-12-31$837,037
Liabilities. Value of operating payables at end of year2016-12-31$637,235
Liabilities. Value of operating payables at beginning of year2016-12-31$432,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,870,443
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,786,061
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$915,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,225,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,099,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,875,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$926,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$926,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$723,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,316,756
Employer contributions (assets) at end of year2016-12-31$2,367,919
Employer contributions (assets) at beginning of year2016-12-31$1,482,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,927,831
Contract administrator fees2016-12-31$219,982
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,399,474
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,347,219
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$877
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2016-12-31470836395
2015 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,726,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,225,647
Total income from all sources (including contributions)2015-12-31$17,021,310
Total of all expenses incurred2015-12-31$20,286,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,131,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,879,971
Value of total assets at end of year2015-12-31$18,641,889
Value of total assets at beginning of year2015-12-31$17,406,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,154,889
Total interest from all sources2015-12-31$12
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$658,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$658,667
Administrative expenses professional fees incurred2015-12-31$133,389
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$451,996
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,829
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$9,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$116,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$100,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,946,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$10,981,656
Other income not declared elsewhere2015-12-31$1,251
Administrative expenses (other) incurred2015-12-31$761,510
Liabilities. Value of operating payables at end of year2015-12-31$432,075
Liabilities. Value of operating payables at beginning of year2015-12-31$484,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,264,863
Value of net assets at end of year (total assets less liabilities)2015-12-31$915,618
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,180,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$46,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,099,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,986,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$926,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,965,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,965,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-518,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$16,427,975
Employer contributions (assets) at end of year2015-12-31$1,482,645
Employer contributions (assets) at beginning of year2015-12-31$1,341,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,131,284
Contract administrator fees2015-12-31$213,566
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,347,219
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,759,100
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$877
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$1,928
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2015-12-31470836395
2014 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,225,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,196,797
Total income from all sources (including contributions)2014-12-31$15,902,817
Total of all expenses incurred2014-12-31$15,941,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,875,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,890,771
Value of total assets at end of year2014-12-31$17,406,128
Value of total assets at beginning of year2014-12-31$14,415,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,065,428
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$390,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$390,823
Administrative expenses professional fees incurred2014-12-31$124,186
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$707,674
Assets. Other investments not covered elsewhere at end of year2014-12-31$9,432
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$100,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$85,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,981,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$9,010,269
Other income not declared elsewhere2014-12-31$140
Administrative expenses (other) incurred2014-12-31$736,666
Liabilities. Value of operating payables at end of year2014-12-31$484,891
Liabilities. Value of operating payables at beginning of year2014-12-31$269,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-38,236
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,180,481
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,218,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,986,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,995,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,965,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$331,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$331,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$621,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,183,097
Employer contributions (assets) at end of year2014-12-31$1,341,639
Employer contributions (assets) at beginning of year2014-12-31$988,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,875,625
Contract administrator fees2014-12-31$161,974
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,759,100
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$916,960
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$1,928
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,979
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2014-12-31470836395
2013 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,196,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,736,090
Total income from all sources (including contributions)2013-12-31$12,503,159
Total of all expenses incurred2013-12-31$13,117,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,023,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,233,453
Value of total assets at end of year2013-12-31$14,415,514
Value of total assets at beginning of year2013-12-31$14,569,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,093,874
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$287,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$287,092
Administrative expenses professional fees incurred2013-12-31$179,351
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$843,164
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,423
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$10,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$85,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$64,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,010,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,599,075
Other income not declared elsewhere2013-12-31$796
Administrative expenses (other) incurred2013-12-31$783,843
Liabilities. Value of operating payables at end of year2013-12-31$269,568
Liabilities. Value of operating payables at beginning of year2013-12-31$107,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-614,624
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,218,717
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,833,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$40,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,995,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,245,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$331,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,424,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,424,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$981,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,390,289
Employer contributions (assets) at end of year2013-12-31$988,461
Employer contributions (assets) at beginning of year2013-12-31$820,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,023,909
Contract administrator fees2013-12-31$90,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$916,960
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,029,620
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,979
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$4,031
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2013-12-31470836395
2012 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,736,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,974,200
Total income from all sources (including contributions)2012-12-31$12,040,912
Total of all expenses incurred2012-12-31$11,277,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,230,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,628,256
Value of total assets at end of year2012-12-31$14,569,431
Value of total assets at beginning of year2012-12-31$13,044,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,047,644
Total interest from all sources2012-12-31$206
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$342,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$342,613
Administrative expenses professional fees incurred2012-12-31$194,487
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$834,650
Assets. Other investments not covered elsewhere at end of year2012-12-31$10,780
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$10,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$64,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$93,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,599,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,786,552
Other income not declared elsewhere2012-12-31$2,546
Administrative expenses (other) incurred2012-12-31$728,812
Liabilities. Value of operating payables at end of year2012-12-31$107,395
Liabilities. Value of operating payables at beginning of year2012-12-31$187,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$763,178
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,833,341
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,070,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$36,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,245,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,852,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,424,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,120,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,120,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,067,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,793,606
Employer contributions (assets) at end of year2012-12-31$820,161
Employer contributions (assets) at beginning of year2012-12-31$961,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,230,090
Contract administrator fees2012-12-31$87,600
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,029,620
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,000,540
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$4,031
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$5,082
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2012-12-31470836395
2011 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,974,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,933,941
Total income from all sources (including contributions)2011-12-31$9,958,746
Total of all expenses incurred2011-12-31$10,226,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,403,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,785,939
Value of total assets at end of year2011-12-31$13,044,363
Value of total assets at beginning of year2011-12-31$12,271,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$822,683
Total interest from all sources2011-12-31$504
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$333,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$333,102
Administrative expenses professional fees incurred2011-12-31$158,183
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,059,492
Participant contributions at beginning of year2011-12-31$2,380
Assets. Other investments not covered elsewhere at end of year2011-12-31$10,953
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$12,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$93,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$206,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,786,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,159,109
Other income not declared elsewhere2011-12-31$1,533
Administrative expenses (other) incurred2011-12-31$549,093
Liabilities. Value of operating payables at end of year2011-12-31$187,108
Liabilities. Value of operating payables at beginning of year2011-12-31$40,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-267,756
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,070,163
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,337,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,852,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,697,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,120,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$637,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$637,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,726,447
Employer contributions (assets) at end of year2011-12-31$961,268
Employer contributions (assets) at beginning of year2011-12-31$715,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,403,819
Contract administrator fees2011-12-31$85,200
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,000,540
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$733,981
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$5,082
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2011-12-31470836395
2010 : IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,933,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,741,187
Total income from all sources (including contributions)2010-12-31$10,697,942
Total of all expenses incurred2010-12-31$9,542,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,824,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,442,734
Value of total assets at end of year2010-12-31$12,271,860
Value of total assets at beginning of year2010-12-31$11,923,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$718,080
Total interest from all sources2010-12-31$874
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$379,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$379,723
Administrative expenses professional fees incurred2010-12-31$106,001
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,207,603
Participant contributions at end of year2010-12-31$2,380
Participant contributions at beginning of year2010-12-31$9,752
Assets. Other investments not covered elsewhere at end of year2010-12-31$12,785
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$9,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$206,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$41,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,159,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$7,741,485
Other income not declared elsewhere2010-12-31$109,599
Administrative expenses (other) incurred2010-12-31$498,055
Liabilities. Value of operating payables at end of year2010-12-31$40,851
Liabilities. Value of operating payables at beginning of year2010-12-31$61,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,155,410
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,337,919
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,182,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$28,824
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,697,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,764,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$637,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,474,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,474,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$765,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,235,131
Employer contributions (assets) at end of year2010-12-31$715,335
Employer contributions (assets) at beginning of year2010-12-31$624,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,824,452
Contract administrator fees2010-12-31$85,200
Liabilities. Value of benefit claims payable at end of year2010-12-31$733,981
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$938,556
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2010-12-31470836395

Form 5500 Responses for IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN

2022: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10457
Policy instance 3
Insurance contract or identification numberSL10457
Number of Individuals Covered2039
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $457,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1973
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $184,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number33442
Policy instance 1
Insurance contract or identification number33442
Number of Individuals Covered2013
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,441,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10457
Policy instance 3
Insurance contract or identification numberSL10457
Number of Individuals Covered1919
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $403,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1944
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number33442
Policy instance 1
Insurance contract or identification number33442
Number of Individuals Covered1902
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,331,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number33442
Policy instance 1
Insurance contract or identification number33442
Number of Individuals Covered1855
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,143,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1895
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10457
Policy instance 3
Insurance contract or identification numberSL10457
Number of Individuals Covered1880
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $345,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberUHIC-600371
Policy instance 3
Insurance contract or identification numberUHIC-600371
Number of Individuals Covered1092
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $412,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1640
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number33442
Policy instance 1
Insurance contract or identification number33442
Number of Individuals Covered1608
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,248,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberUHIC-600371
Policy instance 3
Insurance contract or identification numberUHIC-600371
Number of Individuals Covered1473
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $291,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1503
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $160,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number33442
Policy instance 1
Insurance contract or identification number33442
Number of Individuals Covered1451
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,431,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberUHIC-600371
Policy instance 3
Insurance contract or identification numberUHIC-600371
Number of Individuals Covered1334
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1356
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number92242
Policy instance 1
Insurance contract or identification number92242
Number of Individuals Covered1378
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,059,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number92242
Policy instance 1
Insurance contract or identification number92242
Number of Individuals Covered1302
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $843,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1277
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberUHIC-600371
Policy instance 3
Insurance contract or identification numberUHIC-600371
Number of Individuals Covered1243
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number92242
Policy instance 1
Insurance contract or identification number92242
Number of Individuals Covered1025
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1092
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30027678
Policy instance 2
Insurance contract or identification number30027678
Number of Individuals Covered1102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number92242
Policy instance 1
Insurance contract or identification number92242
Number of Individuals Covered1038
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF IOWA (National Association of Insurance Commissioners NAIC id number: 55786 )
Policy contract number92242
Policy instance 1
Insurance contract or identification number92242
Number of Individuals Covered1020
Insurance policy start date2011-10-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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