401k Plan data: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND plan

SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 401k Plan overview

Plan Name	SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND
Plan identification number	501

SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND

Employer identification number (EIN): 237364255

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2012-01-01 DAVID J WHITE
501 2011-01-01 DAVID J WHITE
501 2010-01-01 DAVID J WHITE
501 2009-01-01 DAVID J. GILL, JR. CPA
501 2009-01-01 DAVID J. GILL, JR. CPA
501 2009-01-01 DAVID J. GILL, JR. CPA

Plan id#	Filing Submission Date	Name of Administrator
501	2012-01-01	DAVID J WHITE
501	2011-01-01	DAVID J WHITE
501	2010-01-01	DAVID J WHITE
501	2009-01-01	DAVID J. GILL, JR. CPA
501	2009-01-01	DAVID J. GILL, JR. CPA
501	2009-01-01	DAVID J. GILL, JR. CPA

Plan Statistics for SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND

401k plan membership statisitcs for SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND

Measure Date Value
2012: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 288
Number of retired or separated participants receiving benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 293
Total participants 2012-01-01 293
2011: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 313
Number of retired or separated participants receiving benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 318
Total participants 2011-01-01 318
2010: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 335
Total of all active and inactive participants 2010-01-01 335
Total participants 2010-01-01 335
2009: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 351
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 332
Number of retired or separated participants receiving benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 335
Total participants 2009-01-01 335

Measure	Date	Value
2012: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	288
Number of retired or separated participants receiving benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	293
Total participants	2012-01-01	293
2011: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	313
Number of retired or separated participants receiving benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	318
Total participants	2011-01-01	318
2010: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	335
Total of all active and inactive participants	2010-01-01	335
Total participants	2010-01-01	335
2009: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	351
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	332
Number of retired or separated participants receiving benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	335
Total participants	2009-01-01	335

Financial Data on SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND

Measure	Date	Value
2012 : SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$168,824
Total of all expenses incurred	2012-12-31	$178,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$144,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$168,815
Value of total assets at end of year	2012-12-31	$135,089
Value of total assets at beginning of year	2012-12-31	$145,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$33,970
Total interest from all sources	2012-12-31	$9
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$2,272
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$525,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$159
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$13,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$13,772
Administrative expenses (other) incurred	2012-12-31	$31,218
Total non interest bearing cash at end of year	2012-12-31	$120,781
Total non interest bearing cash at beginning of year	2012-12-31	$130,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-10,016
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$135,089
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$145,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$168,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$144,870
Contract administrator fees	2012-12-31	$480
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$536
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$875
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	HEFFLER RADETICH & SAITTA LLP
Accountancy firm EIN	2012-12-31	231602569
2011 : SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$129,828
Total of all expenses incurred	2011-12-31	$150,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$106,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$129,814
Value of total assets at end of year	2011-12-31	$145,105
Value of total assets at beginning of year	2011-12-31	$165,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$43,846
Total interest from all sources	2011-12-31	$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$10,268
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$525,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$13,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$13,970
Administrative expenses (other) incurred	2011-12-31	$33,123
Total non interest bearing cash at end of year	2011-12-31	$130,458
Total non interest bearing cash at beginning of year	2011-12-31	$140,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-20,229
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$145,105
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$165,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$10,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$10,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$129,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$106,211
Contract administrator fees	2011-12-31	$455
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$875
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$1,214
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	HEFFLER RADETICH & SAITTA LLP
Accountancy firm EIN	2011-12-31	231602569
2010 : SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$172,458
Total of all expenses incurred	2010-12-31	$158,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$115,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$172,433
Value of total assets at end of year	2010-12-31	$165,334
Value of total assets at beginning of year	2010-12-31	$150,942
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$42,958
Total interest from all sources	2010-12-31	$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$7,908
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$13,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$13,970
Administrative expenses (other) incurred	2010-12-31	$16,207
Total non interest bearing cash at end of year	2010-12-31	$140,135
Total non interest bearing cash at beginning of year	2010-12-31	$135,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$14,392
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$165,334
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$150,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$10,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$172,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$115,108
Contract administrator fees	2010-12-31	$18,843
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$1,214
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$1,584
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	HEFFLER RADETICH & SAITTA LLP
Accountancy firm EIN	2010-12-31	231602569

Form 5500 Responses for SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND

2012: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	SOUTH JERSEY PUBLIC EMPLOYEES HEALTH & WELFARE FUND
Employer identification number (EIN):	237364255
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations