401k Plan data: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND plan

I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 401k Plan overview

Plan Name	I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND
Plan identification number	501

I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Other welfare benefit cover

401k Sponsoring company profile

LOCAL UNION 106 IBEW has sponsored the creation of one or more 401k plans.

Company Name: LOCAL UNION 106 IBEW

Employer identification number (EIN): 237091957

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-07-01
501 2021-07-01
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01
501 2016-07-01 DAVID WILKINSON DAVID PAINTER 2018-04-06
501 2015-07-01 DAVID WILKINSON DAVID PAINTER 2017-01-27
501 2014-07-01 DAVID WILKINSON JOHN DALE 2015-12-04
501 2013-07-01 DAVID WILKINSON
501 2012-07-01 DAVID WILKINSON JOHN DALE 2014-01-30
501 2011-07-01 DAVID WILKINSON JOHN DALE 2013-01-10
501 2010-07-01 DAVID WILKINSON JOHN DALE 2011-12-14
501 2009-07-01 DAVID WILKINSON JOHN DALE 2011-01-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2022-07-01
501	2021-07-01
501	2020-07-01
501	2019-07-01
501	2018-07-01
501	2017-07-01
501	2016-07-01	DAVID WILKINSON	DAVID PAINTER	2018-04-06
501	2015-07-01	DAVID WILKINSON	DAVID PAINTER	2017-01-27
501	2014-07-01	DAVID WILKINSON	JOHN DALE	2015-12-04
501	2013-07-01	DAVID WILKINSON
501	2012-07-01	DAVID WILKINSON	JOHN DALE	2014-01-30
501	2011-07-01	DAVID WILKINSON	JOHN DALE	2013-01-10
501	2010-07-01	DAVID WILKINSON	JOHN DALE	2011-12-14
501	2009-07-01	DAVID WILKINSON	JOHN DALE	2011-01-20

Plan Statistics for I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

Measure Date Value
2022: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year 2022-07-01 198
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 156
Number of retired or separated participants receiving benefits 2022-07-01 34
Total of all active and inactive participants 2022-07-01 190
Total participants 2022-07-01 190
Number of employers contributing to the scheme 2022-07-01 28
2021: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 161
Number of retired or separated participants receiving benefits 2021-07-01 37
Total of all active and inactive participants 2021-07-01 198
Total participants 2021-07-01 198
Number of employers contributing to the scheme 2021-07-01 30
2020: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 196
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 156
Number of retired or separated participants receiving benefits 2020-07-01 32
Total of all active and inactive participants 2020-07-01 188
Total participants 2020-07-01 188
Number of employers contributing to the scheme 2020-07-01 28
2019: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 183
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 160
Number of retired or separated participants receiving benefits 2019-07-01 36
Total of all active and inactive participants 2019-07-01 196
Total participants 2019-07-01 196
Number of employers contributing to the scheme 2019-07-01 29
2018: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 144
Number of retired or separated participants receiving benefits 2018-07-01 39
Total of all active and inactive participants 2018-07-01 183
Total participants 2018-07-01 183
Number of employers contributing to the scheme 2018-07-01 31
2017: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 186
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 138
Number of retired or separated participants receiving benefits 2017-07-01 46
Total of all active and inactive participants 2017-07-01 184
Total participants 2017-07-01 184
Number of employers contributing to the scheme 2017-07-01 30
2016: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 142
Number of retired or separated participants receiving benefits 2016-07-01 44
Total of all active and inactive participants 2016-07-01 186
Total participants 2016-07-01 186
Number of employers contributing to the scheme 2016-07-01 29
2015: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 170
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 133
Number of retired or separated participants receiving benefits 2015-07-01 41
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 174
Total participants 2015-07-01 174
Number of employers contributing to the scheme 2015-07-01 26
2014: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 183
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 132
Number of retired or separated participants receiving benefits 2014-07-01 38
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 170
2013: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 129
Number of retired or separated participants receiving benefits 2013-07-01 54
Total of all active and inactive participants 2013-07-01 183
Total participants 2013-07-01 183
Number of employers contributing to the scheme 2013-07-01 28
2012: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 178
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 134
Number of retired or separated participants receiving benefits 2012-07-01 54
Total of all active and inactive participants 2012-07-01 188
Total participants 2012-07-01 188
Number of employers contributing to the scheme 2012-07-01 25
2011: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 178
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 161
Number of retired or separated participants receiving benefits 2011-07-01 17
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 178
Number of participants with account balances 2011-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
Number of employers contributing to the scheme 2011-07-01 14
2010: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year 2010-07-01 189
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 161
Number of retired or separated participants receiving benefits 2010-07-01 17
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 178
Number of participants with account balances 2010-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 194
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 172
Number of retired or separated participants receiving benefits 2009-07-01 17
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 189
Number of participants with account balances 2009-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Number of employers contributing to the scheme 2009-07-01 27

Measure	Date	Value
2022: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year	2022-07-01	198
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	156
Number of retired or separated participants receiving benefits	2022-07-01	34
Total of all active and inactive participants	2022-07-01	190
Total participants	2022-07-01	190
Number of employers contributing to the scheme	2022-07-01	28
2021: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	161
Number of retired or separated participants receiving benefits	2021-07-01	37
Total of all active and inactive participants	2021-07-01	198
Total participants	2021-07-01	198
Number of employers contributing to the scheme	2021-07-01	30
2020: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	196
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	156
Number of retired or separated participants receiving benefits	2020-07-01	32
Total of all active and inactive participants	2020-07-01	188
Total participants	2020-07-01	188
Number of employers contributing to the scheme	2020-07-01	28
2019: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	183
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	160
Number of retired or separated participants receiving benefits	2019-07-01	36
Total of all active and inactive participants	2019-07-01	196
Total participants	2019-07-01	196
Number of employers contributing to the scheme	2019-07-01	29
2018: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	144
Number of retired or separated participants receiving benefits	2018-07-01	39
Total of all active and inactive participants	2018-07-01	183
Total participants	2018-07-01	183
Number of employers contributing to the scheme	2018-07-01	31
2017: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	186
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	138
Number of retired or separated participants receiving benefits	2017-07-01	46
Total of all active and inactive participants	2017-07-01	184
Total participants	2017-07-01	184
Number of employers contributing to the scheme	2017-07-01	30
2016: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	142
Number of retired or separated participants receiving benefits	2016-07-01	44
Total of all active and inactive participants	2016-07-01	186
Total participants	2016-07-01	186
Number of employers contributing to the scheme	2016-07-01	29
2015: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	170
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	133
Number of retired or separated participants receiving benefits	2015-07-01	41
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	174
Total participants	2015-07-01	174
Number of employers contributing to the scheme	2015-07-01	26
2014: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	183
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	132
Number of retired or separated participants receiving benefits	2014-07-01	38
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	170
2013: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	129
Number of retired or separated participants receiving benefits	2013-07-01	54
Total of all active and inactive participants	2013-07-01	183
Total participants	2013-07-01	183
Number of employers contributing to the scheme	2013-07-01	28
2012: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	178
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	134
Number of retired or separated participants receiving benefits	2012-07-01	54
Total of all active and inactive participants	2012-07-01	188
Total participants	2012-07-01	188
Number of employers contributing to the scheme	2012-07-01	25
2011: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	178
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	161
Number of retired or separated participants receiving benefits	2011-07-01	17
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	178
Number of participants with account balances	2011-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
Number of employers contributing to the scheme	2011-07-01	14
2010: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year	2010-07-01	189
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	161
Number of retired or separated participants receiving benefits	2010-07-01	17
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	178
Number of participants with account balances	2010-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	194
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	172
Number of retired or separated participants receiving benefits	2009-07-01	17
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	189
Number of participants with account balances	2009-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Number of employers contributing to the scheme	2009-07-01	27

Financial Data on I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

Measure	Date	Value
2023 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$1,257,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$1,371,457
Total income from all sources (including contributions)	2023-06-30	$3,589,367
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$3,185,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$3,023,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$3,257,037
Value of total assets at end of year	2023-06-30	$7,002,156
Value of total assets at beginning of year	2023-06-30	$6,711,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$161,435
Total interest from all sources	2023-06-30	$332,330
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$200,525
Assets. Other investments not covered elsewhere at end of year	2023-06-30	$664,730
Assets. Other investments not covered elsewhere at beginning of year	2023-06-30	$653,083
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$497,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$316,816
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-06-30	$218,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-06-30	$206,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-06-30	$1,218,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-06-30	$1,291,525
Administrative expenses (other) incurred	2023-06-30	$148,904
Total non interest bearing cash at end of year	2023-06-30	$391,614
Total non interest bearing cash at beginning of year	2023-06-30	$469,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$404,326
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$5,744,165
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$5,339,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$12,531
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$2,626,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$2,411,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-06-30	$206,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-06-30	$431,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-06-30	$431,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$332,330
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$2,346,506
Asset value of US Government securities at end of year	2023-06-30	$2,023,243
Asset value of US Government securities at beginning of year	2023-06-30	$1,980,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$2,559,343
Employer contributions (assets) at end of year	2023-06-30	$379,176
Employer contributions (assets) at beginning of year	2023-06-30	$341,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$360,284
Asset. Corporate debt instrument debt (other) at end of year	2023-06-30	$491,959
Asset. Corporate debt instrument debt (other) at beginning of year	2023-06-30	$216,774
Liabilities. Value of benefit claims payable at end of year	2023-06-30	$39,616
Liabilities. Value of benefit claims payable at beginning of year	2023-06-30	$79,932
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN	2023-06-30	161117932
2022 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-631,395
Total unrealized appreciation/depreciation of assets	2022-06-30	$-631,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,371,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,184,421
Total income from all sources (including contributions)	2022-06-30	$2,733,582
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$3,302,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$3,160,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,263,739
Value of total assets at end of year	2022-06-30	$6,711,296
Value of total assets at beginning of year	2022-06-30	$7,093,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$142,577
Total interest from all sources	2022-06-30	$101,238
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$195,555
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$653,083
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$507,056
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$389,438
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$366,094
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$206,896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$204,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$1,291,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$1,140,036
Administrative expenses (other) incurred	2022-06-30	$129,162
Total non interest bearing cash at end of year	2022-06-30	$469,837
Total non interest bearing cash at beginning of year	2022-06-30	$360,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-569,303
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,339,839
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,909,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$13,415
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$2,411,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$2,807,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$431,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$508,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$508,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$101,238
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$2,403,788
Asset value of US Government securities at end of year	2022-06-30	$1,980,242
Asset value of US Government securities at beginning of year	2022-06-30	$2,213,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$2,678,746
Employer contributions (assets) at end of year	2022-06-30	$341,397
Employer contributions (assets) at beginning of year	2022-06-30	$296,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$390,426
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$216,774
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$195,706
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$79,932
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$44,385
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN	2022-06-30	161117932
2021 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$1,184,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$997,935
Total income from all sources (including contributions)	2021-06-30	$3,908,763
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$3,288,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$3,147,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,115,155
Value of total assets at end of year	2021-06-30	$7,093,563
Value of total assets at beginning of year	2021-06-30	$6,286,700
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$140,578
Total interest from all sources	2021-06-30	$793,608
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$198,772
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$507,056
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$162,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$446,804
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$204,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$210,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$1,140,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$886,988
Administrative expenses (other) incurred	2021-06-30	$119,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$620,377
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,909,142
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$5,288,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$20,734
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$2,807,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$869,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$3,626,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$3,626,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$793,608
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$2,450,804
Asset value of US Government securities at end of year	2021-06-30	$2,213,730
Asset value of US Government securities at beginning of year	2021-06-30	$1,854,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$2,753,421
Employer contributions (assets) at end of year	2021-06-30	$296,593
Employer contributions (assets) at beginning of year	2021-06-30	$300,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$250,200
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$195,706
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$295,562
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$44,385
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$110,947
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN	2021-06-30	161117932
2020 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$997,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$797,667
Total income from all sources (including contributions)	2020-06-30	$4,552,389
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$4,088,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$3,923,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$4,067,965
Value of total assets at end of year	2020-06-30	$6,286,700
Value of total assets at beginning of year	2020-06-30	$5,622,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$165,355
Total interest from all sources	2020-06-30	$484,424
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$183,501
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$172,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$1,342,182
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$210,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$206,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$886,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$588,809
Administrative expenses (other) incurred	2020-06-30	$119,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$463,474
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$5,288,765
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,825,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$46,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$206,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$3,626,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$655,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$655,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$484,424
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$2,365,269
Asset value of US Government securities at end of year	2020-06-30	$1,854,351
Asset value of US Government securities at beginning of year	2020-06-30	$2,021,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,711,686
Employer contributions (assets) at end of year	2020-06-30	$300,214
Employer contributions (assets) at beginning of year	2020-06-30	$346,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$216,109
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$295,562
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$1,241,989
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$945,587
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$110,947
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$208,858
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN	2020-06-30	161117932
2019 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$797,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$128,040
Total income from all sources (including contributions)	2019-06-30	$3,693,092
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$3,601,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$3,448,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$3,416,222
Value of total assets at end of year	2019-06-30	$5,622,958
Value of total assets at beginning of year	2019-06-30	$4,861,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$152,445
Total interest from all sources	2019-06-30	$276,870
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$192,922
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$110,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-06-30	$732,526
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$206,099
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$186,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$588,809
Administrative expenses (other) incurred	2019-06-30	$120,880
Liabilities. Value of operating payables at end of year	2019-06-30	$208,858
Liabilities. Value of operating payables at beginning of year	2019-06-30	$128,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$91,858
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,825,291
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,733,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$31,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$206,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$171,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$655,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$359,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$359,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$276,870
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$2,470,809
Asset value of US Government securities at end of year	2019-06-30	$2,021,318
Asset value of US Government securities at beginning of year	2019-06-30	$2,029,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$3,112,320
Employer contributions (assets) at end of year	2019-06-30	$346,425
Employer contributions (assets) at beginning of year	2019-06-30	$282,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$245,454
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$1,241,989
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$913,288
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$945,587
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$919,483
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BUFFAMATE, WHIPPLE, BUTTAFARO, PC
Accountancy firm EIN	2019-06-30	161117932
2018 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$128,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$74,884
Total income from all sources (including contributions)	2018-06-30	$3,027,945
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$2,350,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,221,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,908,815
Value of total assets at end of year	2018-06-30	$4,861,473
Value of total assets at beginning of year	2018-06-30	$4,130,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$128,705
Total interest from all sources	2018-06-30	$119,130
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$448,000
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$203,126
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$117,593
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$335,669
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$186,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$174,501
Administrative expenses (other) incurred	2018-06-30	$104,685
Liabilities. Value of operating payables at end of year	2018-06-30	$128,040
Liabilities. Value of operating payables at beginning of year	2018-06-30	$74,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$677,927
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,733,433
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,055,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$24,020
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$171,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$141,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$359,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$321,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$321,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$119,130
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$1,646,964
Asset value of US Government securities at end of year	2018-06-30	$2,029,384
Asset value of US Government securities at beginning of year	2018-06-30	$1,879,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,588,096
Employer contributions (assets) at end of year	2018-06-30	$282,243
Employer contributions (assets) at beginning of year	2018-06-30	$219,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$238,680
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$913,288
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$807,912
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$919,483
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$584,751
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN	2018-06-30	161117932
2017 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$74,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$74,783
Total income from all sources (including contributions)	2017-06-30	$2,672,001
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,239,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,113,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,539,263
Value of total assets at end of year	2017-06-30	$4,130,390
Value of total assets at beginning of year	2017-06-30	$3,697,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$125,677
Total interest from all sources	2017-06-30	$132,738
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$410,000
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$207,303
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$152,588
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$257,058
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$174,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$174,782
Administrative expenses (other) incurred	2017-06-30	$105,126
Liabilities. Value of operating payables at end of year	2017-06-30	$74,884
Liabilities. Value of operating payables at beginning of year	2017-06-30	$74,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$432,938
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,055,506
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,622,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$20,551
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$141,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$156,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$321,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$189,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$189,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$132,738
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$1,625,315
Asset value of US Government securities at end of year	2017-06-30	$1,879,817
Asset value of US Government securities at beginning of year	2017-06-30	$1,767,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,179,372
Employer contributions (assets) at end of year	2017-06-30	$219,908
Employer contributions (assets) at beginning of year	2017-06-30	$240,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$231,013
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$807,912
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$635,717
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$584,751
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$532,016
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BUFFAMANTE. WHIPPLE, BUTTAFARO PC
Accountancy firm EIN	2017-06-30	161117932
2016 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$74,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$56,663
Total income from all sources (including contributions)	2016-06-30	$2,831,312
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,144,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,023,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$2,780,400
Value of total assets at end of year	2016-06-30	$3,697,351
Value of total assets at beginning of year	2016-06-30	$2,992,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$121,454
Total interest from all sources	2016-06-30	$50,912
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$370,000
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$223,981
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$212,024
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$272,432
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$174,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$174,641
Administrative expenses (other) incurred	2016-06-30	$103,702
Liabilities. Value of operating payables at end of year	2016-06-30	$74,783
Liabilities. Value of operating payables at beginning of year	2016-06-30	$56,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$686,854
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,622,568
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$2,935,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$17,752
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$156,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$147,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$189,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$161,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$161,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$50,912
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$1,579,271
Asset value of US Government securities at end of year	2016-06-30	$1,767,803
Asset value of US Government securities at beginning of year	2016-06-30	$1,410,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,344,395
Employer contributions (assets) at end of year	2016-06-30	$240,612
Employer contributions (assets) at beginning of year	2016-06-30	$216,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$171,301
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$635,717
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$489,950
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$532,016
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$391,178
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN	2016-06-30	161117932
2015 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$56,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$55,826
Total income from all sources (including contributions)	2015-06-30	$2,547,962
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,131,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,907,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$2,536,607
Value of total assets at end of year	2015-06-30	$2,992,377
Value of total assets at beginning of year	2015-06-30	$2,575,284
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$224,293
Total interest from all sources	2015-06-30	$11,355
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$275,000
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$191,607
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$319,186
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$168,935
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$174,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$154,906
Administrative expenses (other) incurred	2015-06-30	$209,825
Liabilities. Value of operating payables at end of year	2015-06-30	$56,663
Liabilities. Value of operating payables at beginning of year	2015-06-30	$55,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$416,256
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$2,935,714
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,519,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$391,178
Assets. partnership/joint venture interests at beginning of year	2015-06-30	$346,507
Investment advisory and management fees	2015-06-30	$14,468
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$147,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$136,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$161,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$352,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$352,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$11,355
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$1,565,998
Asset value of US Government securities at end of year	2015-06-30	$1,410,930
Asset value of US Government securities at beginning of year	2015-06-30	$1,076,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,025,814
Employer contributions (assets) at end of year	2015-06-30	$216,895
Employer contributions (assets) at beginning of year	2015-06-30	$241,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$172,480
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$489,950
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$267,063
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BUFFAMANTE, WHIPPLE, BUTTAFARO PC
Accountancy firm EIN	2015-06-30	161117932
2014 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-06-30	$90,580
Total unrealized appreciation/depreciation of assets	2014-06-30	$90,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$55,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$46,019
Total income from all sources (including contributions)	2014-06-30	$2,625,782
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,983,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,597,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$2,482,852
Value of total assets at end of year	2014-06-30	$2,575,284
Value of total assets at beginning of year	2014-06-30	$1,923,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$386,324
Total interest from all sources	2014-06-30	$52,350
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$275,000
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$174,035
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$222,760
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$30,116
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$154,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$161,618
Administrative expenses (other) incurred	2014-06-30	$373,521
Liabilities. Value of operating payables at end of year	2014-06-30	$55,826
Liabilities. Value of operating payables at beginning of year	2014-06-30	$46,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$641,809
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,519,458
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,877,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Assets. partnership/joint venture interests at end of year	2014-06-30	$346,507
Assets. partnership/joint venture interests at beginning of year	2014-06-30	$110,972
Investment advisory and management fees	2014-06-30	$12,803
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$136,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$89,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$352,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$286,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$286,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$52,350
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$1,456,846
Asset value of US Government securities at end of year	2014-06-30	$1,076,424
Asset value of US Government securities at beginning of year	2014-06-30	$888,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,086,057
Employer contributions (assets) at end of year	2014-06-30	$241,758
Employer contributions (assets) at beginning of year	2014-06-30	$199,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$110,687
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$267,063
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$186,731
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN	2014-06-30	161117932
2013 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$-32,227
Total unrealized appreciation/depreciation of assets	2013-06-30	$-32,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$46,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$64,531
Total income from all sources (including contributions)	2013-06-30	$2,551,756
Total of all expenses incurred	2013-06-30	$2,183,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,825,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$2,583,983
Value of total assets at end of year	2013-06-30	$1,923,668
Value of total assets at beginning of year	2013-06-30	$1,573,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$357,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$114,254
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,500,000
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$167,111
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$154,961
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$161,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$176,061
Administrative expenses (other) incurred	2013-06-30	$237,769
Liabilities. Value of operating payables at end of year	2013-06-30	$46,019
Liabilities. Value of operating payables at beginning of year	2013-06-30	$64,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$368,526
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,877,649
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,509,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$5,359
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$89,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$66,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$286,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$322,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$322,238
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$1,673,849
Asset value of US Government securities at end of year	2013-06-30	$888,372
Asset value of US Government securities at beginning of year	2013-06-30	$755,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$2,261,911
Employer contributions (assets) at end of year	2013-06-30	$199,773
Employer contributions (assets) at beginning of year	2013-06-30	$253,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$151,999
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$186,731
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$110,972
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN	2013-06-30	161117932
2012 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$64,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$29,122
Total income from all sources (including contributions)	2012-06-30	$2,831,214
Total of all expenses incurred	2012-06-30	$2,297,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,991,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$2,793,757
Value of total assets at end of year	2012-06-30	$1,573,654
Value of total assets at beginning of year	2012-06-30	$1,005,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$306,947
Total interest from all sources	2012-06-30	$37,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$121,476
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$150,000
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$178,753
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$119,053
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$39,119
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$176,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$184,043
Administrative expenses (other) incurred	2012-06-30	$184,218
Liabilities. Value of operating payables at end of year	2012-06-30	$64,531
Liabilities. Value of operating payables at beginning of year	2012-06-30	$29,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Income. Non cash contributions	2012-06-30	$0
Value of net income/loss	2012-06-30	$533,217
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,509,123
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$975,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$1,253
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$66,471
Interest earned on other investments	2012-06-30	$11,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$322,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$269,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$269,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$25,863
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$1,821,562
Asset value of US Government securities at end of year	2012-06-30	$755,199
Asset value of US Government securities at beginning of year	2012-06-30	$343,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$2,495,951
Employer contributions (assets) at end of year	2012-06-30	$253,685
Employer contributions (assets) at beginning of year	2012-06-30	$208,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$130,369
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN	2012-06-30	161117932
2011 : I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$29,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$69,544
Total income from all sources (including contributions)	2011-06-30	$2,825,543
Total of all expenses incurred	2011-06-30	$2,658,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$2,287,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$2,807,098
Value of total assets at end of year	2011-06-30	$1,005,028
Value of total assets at beginning of year	2011-06-30	$878,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$371,135
Total interest from all sources	2011-06-30	$18,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$115,462
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$150,000
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$144,409
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$6,389
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$86,830
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$1,763,290
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$184,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$11,454
Administrative expenses (other) incurred	2011-06-30	$254,397
Liabilities. Value of operating payables at end of year	2011-06-30	$29,122
Liabilities. Value of operating payables at beginning of year	2011-06-30	$69,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$166,804
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$975,906
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$809,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$1,276
Interest earned on other investments	2011-06-30	$1,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$269,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$56,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$56,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$17,246
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$31,366
Asset value of US Government securities at end of year	2011-06-30	$343,258
Asset value of US Government securities at beginning of year	2011-06-30	$634,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,575,859
Employer contributions (assets) at end of year	2011-06-30	$208,474
Employer contributions (assets) at beginning of year	2011-06-30	$170,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$492,948
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BUFFAMANTE WHIPPLE BUTTAFARO PC
Accountancy firm EIN	2011-06-30	161117932

Form 5500 Responses for I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND

2022: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2022 form 5500 responses
2022-07-01	Type of plan entity	Multi-employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	Yes
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

356548

Policy instance

Insurance contract or identification number	356548
Number of Individuals Covered	164
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $8,571
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $169,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,571
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

286110

Policy instance

Insurance contract or identification number	286110
Number of Individuals Covered	24
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $5,221
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $129,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,221
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

282283

Policy instance

Insurance contract or identification number	282283
Number of Individuals Covered	390
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $42,831
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $42,831
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

356548

Policy instance

Insurance contract or identification number	356548
Number of Individuals Covered	161
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $8,520
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $168,491
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,520
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410859

Policy instance

Insurance contract or identification number	410859
Number of Individuals Covered	26
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $3,480
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $124,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,480
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410847

Policy instance

Insurance contract or identification number	410847
Number of Individuals Covered	391
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $46,287
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46,287
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

356548

Policy instance

Insurance contract or identification number	356548
Number of Individuals Covered	156
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $8,216
Total amount of fees paid to insurance company	USD $4,077
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $160,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,216
Amount paid for insurance broker fees	4077
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410859

Policy instance

Insurance contract or identification number	410859
Number of Individuals Covered	26
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $4,875
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $151,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,875
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410847

Policy instance

Insurance contract or identification number	410847
Number of Individuals Covered	387
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $41,511
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,511
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

356548

Policy instance

Insurance contract or identification number	356548
Number of Individuals Covered	154
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $9,710
Total amount of fees paid to insurance company	USD $8,508
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $181,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,710
Amount paid for insurance broker fees	8508
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410859

Policy instance

Insurance contract or identification number	410859
Number of Individuals Covered	26
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $5,529
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $167,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,529
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410847

Policy instance

Insurance contract or identification number	410847
Number of Individuals Covered	382
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $39,778
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39,778
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

356548

Policy instance

Insurance contract or identification number	356548
Number of Individuals Covered	147
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $6,364
Total amount of fees paid to insurance company	USD $1,417
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $92,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,364
Amount paid for insurance broker fees	1417
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410859

Policy instance

Insurance contract or identification number	410859
Number of Individuals Covered	33
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $6,425
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $204,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,425
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410847

Policy instance

Insurance contract or identification number	410847
Number of Individuals Covered	366
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $38,272
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $38,272
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

356548

Policy instance

Insurance contract or identification number	356548
Number of Individuals Covered	145
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,495
Total amount of fees paid to insurance company	USD $987
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $21,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410859

Policy instance

Insurance contract or identification number	410859
Number of Individuals Covered	38
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $5,813
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $204,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

410847

Policy instance

Insurance contract or identification number	410847
Number of Individuals Covered	354
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $35,298
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LOCAL UNION 106 IBEW
Employer identification number (EIN):	237091957
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds