401k Plan data: HRA FUND plan

HRA FUND 401k Plan overview

Plan Name	HRA FUND
Plan identification number	501

HRA FUND Benefits

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

401k Sponsoring company profile

IBEW LOCAL 7 SUPPLEMENTAL HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 7 SUPPLEMENTAL HEALTH & WELFARE FUND

Employer identification number (EIN): 261227271

NAIC Classification: 322100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HRA FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-09-01
501 2020-09-01
501 2019-09-01
501 2018-01-01
501 2017-09-01 ROBIN WDOWIAK PAUL GOUR 2019-01-30
501 2016-09-01 PAUL GOUR PAUL GOUR 2018-02-05
501 2015-09-01 PAUL GOUR PAUL GOUR 2017-05-03
501 2013-09-01 PAUL GOUR
501 2012-09-01 PAUL GOUR PAUL GOUR 2014-01-23
501 2011-09-01 ROBIN WDOWIAK ROBIN WDOWIAK 2013-01-28
501 2010-09-01 PAUL GOUR PAUL GOUR 2012-01-04
501 2009-09-01 PAUL GOUR 2011-03-28
501 2008-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2021-09-01
501	2020-09-01
501	2019-09-01
501	2018-01-01
501	2017-09-01	ROBIN WDOWIAK		PAUL GOUR	2019-01-30
501	2016-09-01	PAUL GOUR		PAUL GOUR	2018-02-05
501	2015-09-01	PAUL GOUR		PAUL GOUR	2017-05-03
501	2013-09-01	PAUL GOUR
501	2012-09-01	PAUL GOUR		PAUL GOUR	2014-01-23
501	2011-09-01	ROBIN WDOWIAK		ROBIN WDOWIAK	2013-01-28
501	2010-09-01	PAUL GOUR		PAUL GOUR	2012-01-04
501	2009-09-01	PAUL GOUR	2011-03-28
501	2008-09-01

Plan Statistics for HRA FUND

401k plan membership statisitcs for HRA FUND

Measure Date Value
2021: HRA FUND 2021 401k membership
Total participants, beginning-of-year 2021-09-01 1,172
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 857
Total of all active and inactive participants 2021-09-01 857
Total participants 2021-09-01 857
Number of employers contributing to the scheme 2021-09-01 37
2020: HRA FUND 2020 401k membership
Total participants, beginning-of-year 2020-09-01 1,502
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 1,172
Total of all active and inactive participants 2020-09-01 1,172
Total participants 2020-09-01 1,172
2019: HRA FUND 2019 401k membership
Total participants, beginning-of-year 2019-09-01 1,509
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 1,502
Number of other retired or separated participants entitled to future benefits 2019-09-01 7
Total of all active and inactive participants 2019-09-01 1,509
Total participants 2019-09-01 1,509
2018: HRA FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,560
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,509
Total of all active and inactive participants 2018-01-01 1,509
Total participants 2018-01-01 1,509
Number of participants with account balances 2018-01-01 1,509
2017: HRA FUND 2017 401k membership
Total participants, beginning-of-year 2017-09-01 1,097
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 1,560
Total of all active and inactive participants 2017-09-01 1,560
Total participants 2017-09-01 1,560
Number of participants with account balances 2017-09-01 1,560
Number of employers contributing to the scheme 2017-09-01 35
2016: HRA FUND 2016 401k membership
Total participants, beginning-of-year 2016-09-01 699
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 1,097
Total of all active and inactive participants 2016-09-01 1,097
Total participants 2016-09-01 1,097
Number of participants with account balances 2016-09-01 1,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
Number of employers contributing to the scheme 2016-09-01 37
2015: HRA FUND 2015 401k membership
Total participants, beginning-of-year 2015-09-01 738
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 699
Total of all active and inactive participants 2015-09-01 699
Total participants 2015-09-01 699
Number of participants with account balances 2015-09-01 699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 39
Number of employers contributing to the scheme 2015-09-01 40
2013: HRA FUND 2013 401k membership
Total participants, beginning-of-year 2013-09-01 766
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 755
Total of all active and inactive participants 2013-09-01 755
Total participants 2013-09-01 755
Number of participants with account balances 2013-09-01 755
Number of employers contributing to the scheme 2013-09-01 27
2012: HRA FUND 2012 401k membership
Total participants, beginning-of-year 2012-09-01 741
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 766
Total of all active and inactive participants 2012-09-01 766
Total participants 2012-09-01 766
Number of employers contributing to the scheme 2012-09-01 45
2011: HRA FUND 2011 401k membership
Total participants, beginning-of-year 2011-09-01 615
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 741
Total of all active and inactive participants 2011-09-01 741
Total participants 2011-09-01 741
Number of employers contributing to the scheme 2011-09-01 40
2010: HRA FUND 2010 401k membership
Total participants, beginning-of-year 2010-09-01 465
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 615
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 0
Total participants 2010-09-01 615
Number of participants with account balances 2010-09-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 0
2009: HRA FUND 2009 401k membership
Total participants, beginning-of-year 2009-09-01 426
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 465
Total of all active and inactive participants 2009-09-01 465
Total participants 2009-09-01 465

Measure	Date	Value
2021: HRA FUND 2021 401k membership
Total participants, beginning-of-year	2021-09-01	1,172
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	857
Total of all active and inactive participants	2021-09-01	857
Total participants	2021-09-01	857
Number of employers contributing to the scheme	2021-09-01	37
2020: HRA FUND 2020 401k membership
Total participants, beginning-of-year	2020-09-01	1,502
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	1,172
Total of all active and inactive participants	2020-09-01	1,172
Total participants	2020-09-01	1,172
2019: HRA FUND 2019 401k membership
Total participants, beginning-of-year	2019-09-01	1,509
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	1,502
Number of other retired or separated participants entitled to future benefits	2019-09-01	7
Total of all active and inactive participants	2019-09-01	1,509
Total participants	2019-09-01	1,509
2018: HRA FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,560
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,509
Total of all active and inactive participants	2018-01-01	1,509
Total participants	2018-01-01	1,509
Number of participants with account balances	2018-01-01	1,509
2017: HRA FUND 2017 401k membership
Total participants, beginning-of-year	2017-09-01	1,097
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	1,560
Total of all active and inactive participants	2017-09-01	1,560
Total participants	2017-09-01	1,560
Number of participants with account balances	2017-09-01	1,560
Number of employers contributing to the scheme	2017-09-01	35
2016: HRA FUND 2016 401k membership
Total participants, beginning-of-year	2016-09-01	699
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	1,097
Total of all active and inactive participants	2016-09-01	1,097
Total participants	2016-09-01	1,097
Number of participants with account balances	2016-09-01	1,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
Number of employers contributing to the scheme	2016-09-01	37
2015: HRA FUND 2015 401k membership
Total participants, beginning-of-year	2015-09-01	738
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	699
Total of all active and inactive participants	2015-09-01	699
Total participants	2015-09-01	699
Number of participants with account balances	2015-09-01	699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	39
Number of employers contributing to the scheme	2015-09-01	40
2013: HRA FUND 2013 401k membership
Total participants, beginning-of-year	2013-09-01	766
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	755
Total of all active and inactive participants	2013-09-01	755
Total participants	2013-09-01	755
Number of participants with account balances	2013-09-01	755
Number of employers contributing to the scheme	2013-09-01	27
2012: HRA FUND 2012 401k membership
Total participants, beginning-of-year	2012-09-01	741
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	766
Total of all active and inactive participants	2012-09-01	766
Total participants	2012-09-01	766
Number of employers contributing to the scheme	2012-09-01	45
2011: HRA FUND 2011 401k membership
Total participants, beginning-of-year	2011-09-01	615
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	741
Total of all active and inactive participants	2011-09-01	741
Total participants	2011-09-01	741
Number of employers contributing to the scheme	2011-09-01	40
2010: HRA FUND 2010 401k membership
Total participants, beginning-of-year	2010-09-01	465
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	615
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	0
Total participants	2010-09-01	615
Number of participants with account balances	2010-09-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	0
2009: HRA FUND 2009 401k membership
Total participants, beginning-of-year	2009-09-01	426
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	465
Total of all active and inactive participants	2009-09-01	465
Total participants	2009-09-01	465

Financial Data on HRA FUND

Measure	Date	Value
2022 : HRA FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$850,633
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$622,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$563,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$819,780
Value of total assets at end of year	2022-08-31	$4,892,886
Value of total assets at beginning of year	2022-08-31	$4,664,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$58,502
Total interest from all sources	2022-08-31	$30,853
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Administrative expenses professional fees incurred	2022-08-31	$6,502
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$470,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Administrative expenses (other) incurred	2022-08-31	$12,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$228,155
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$4,892,886
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$4,664,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$4,892,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$4,664,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$4,664,731
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$30,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$819,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$563,976
Contract administrator fees	2022-08-31	$39,751
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	NOVAK FRANCELLA
Accountancy firm EIN	2022-08-31	611436956
2021 : HRA FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total transfer of assets to this plan	2021-08-31	$0
Total transfer of assets from this plan	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$774,513
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$598,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$533,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$720,586
Value of total assets at end of year	2021-08-31	$4,664,731
Value of total assets at beginning of year	2021-08-31	$4,488,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$65,197
Total interest from all sources	2021-08-31	$53,927
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Administrative expenses professional fees incurred	2021-08-31	$5,885
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$470,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Administrative expenses (other) incurred	2021-08-31	$15,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$176,218
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$4,664,731
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$4,488,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$4,664,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$4,488,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$4,488,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$53,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$720,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$533,098
Contract administrator fees	2021-08-31	$44,032
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	NOVAK FRANCELLA
Accountancy firm EIN	2021-08-31	611436956
2020 : HRA FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$858,277
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$663,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$601,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$787,095
Value of total assets at end of year	2020-08-31	$4,488,513
Value of total assets at beginning of year	2020-08-31	$4,294,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$62,817
Total interest from all sources	2020-08-31	$71,182
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Administrative expenses professional fees incurred	2020-08-31	$6,178
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$350,000
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$0
Administrative expenses (other) incurred	2020-08-31	$13,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$194,408
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$4,488,513
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$4,294,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$4,488,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$4,294,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$4,294,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$71,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$787,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$601,052
Contract administrator fees	2020-08-31	$43,142
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	No
Opinion of an independent qualified public accountant for this plan	2020-08-31	Unqualified
Accountancy firm name	2020-08-31	NOVAK FRANCELLA
Accountancy firm EIN	2020-08-31	611436956
2018 : HRA FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$703,666
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$502,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$442,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$637,855
Value of total assets at end of year	2018-12-31	$4,294,105
Value of total assets at beginning of year	2018-12-31	$4,093,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,420
Total interest from all sources	2018-12-31	$65,811
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$6,002
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$350,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$16,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$200,840
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,294,105
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,093,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$4,294,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$4,093,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$4,093,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$65,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$637,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$442,406
Contract administrator fees	2018-12-31	$38,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	NOVAK FRANCELLA
Accountancy firm EIN	2018-12-31	611436956
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$1,213,470
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$345,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$292,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$1,165,558
Value of total assets at end of year	2018-08-31	$4,093,265
Value of total assets at beginning of year	2018-08-31	$3,225,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$52,549
Total interest from all sources	2018-08-31	$47,912
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Administrative expenses professional fees incurred	2018-08-31	$5,738
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$350,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Administrative expenses (other) incurred	2018-08-31	$11,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$868,139
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$4,093,265
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$3,225,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$4,093,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$3,225,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$3,225,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$47,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$1,165,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$292,782
Contract administrator fees	2018-08-31	$35,611
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Unqualified
Accountancy firm name	2018-08-31	NOVAK FRANCELLA
Accountancy firm EIN	2018-08-31	611436956
2017 : HRA FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$669,146
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$287,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$248,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$635,618
Value of total assets at end of year	2017-08-31	$3,225,126
Value of total assets at beginning of year	2017-08-31	$2,843,609
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$39,517
Total interest from all sources	2017-08-31	$33,528
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Administrative expenses professional fees incurred	2017-08-31	$32,352
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$240,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Administrative expenses (other) incurred	2017-08-31	$7,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$381,517
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$3,225,126
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$2,843,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$3,225,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$2,843,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$2,843,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$33,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$635,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$248,112
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Unqualified
Accountancy firm name	2017-08-31	NOVAK FRANCELLA
Accountancy firm EIN	2017-08-31	611436956
2016 : HRA FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$496,140
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$364,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$322,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$471,089
Value of total assets at end of year	2016-08-31	$2,843,609
Value of total assets at beginning of year	2016-08-31	$2,712,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$41,741
Total interest from all sources	2016-08-31	$25,051
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Administrative expenses professional fees incurred	2016-08-31	$6,419
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$200,000
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Administrative expenses (other) incurred	2016-08-31	$7,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$131,546
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$2,843,609
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$2,712,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$2,843,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$2,712,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$2,712,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$25,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$471,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$322,853
Contract administrator fees	2016-08-31	$27,501
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Unqualified
Accountancy firm name	2016-08-31	BUCKELY FRAME BOUDREAU & CO
Accountancy firm EIN	2016-08-31	060931761
2014 : HRA FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$769,461
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$348,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$314,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$739,260
Value of total assets at end of year	2014-08-31	$2,379,830
Value of total assets at beginning of year	2014-08-31	$1,959,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$34,065
Total interest from all sources	2014-08-31	$30,201
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Administrative expenses professional fees incurred	2014-08-31	$28,957
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$200,000
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$739,260
Administrative expenses (other) incurred	2014-08-31	$5,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$420,612
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$2,379,830
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$1,959,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$2,379,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$1,959,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$1,959,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$30,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$314,784
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	BUCKLEY FRAME BOUDREAU & CO
Accountancy firm EIN	2014-08-31	060931761
2013 : HRA FUND 2013 401k financial data
Total income from all sources (including contributions)	2013-08-31	$860,190
Total of all expenses incurred	2013-08-31	$315,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$281,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$831,556
Value of total assets at end of year	2013-08-31	$1,959,218
Value of total assets at beginning of year	2013-08-31	$1,414,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$34,340
Total interest from all sources	2013-08-31	$28,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Administrative expenses professional fees incurred	2013-08-31	$31,307
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$200,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Administrative expenses (other) incurred	2013-08-31	$3,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$544,257
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$1,959,218
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$1,414,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$1,959,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$1,414,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$1,414,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$28,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$831,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$281,593
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	BUCKLEY FRAME BOUDREAU & CO
Accountancy firm EIN	2013-08-31	060931761
2012 : HRA FUND 2012 401k financial data
Total income from all sources (including contributions)	2012-08-31	$745,299
Total of all expenses incurred	2012-08-31	$284,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$256,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$721,606
Value of total assets at end of year	2012-08-31	$1,414,951
Value of total assets at beginning of year	2012-08-31	$954,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$28,413
Total interest from all sources	2012-08-31	$23,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Administrative expenses professional fees incurred	2012-08-31	$24,527
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$200,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Administrative expenses (other) incurred	2012-08-31	$3,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$460,713
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$1,414,951
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$954,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$1,414,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$954,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$954,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$23,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$721,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$256,173
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	BUCKLEY FRAME BOUDREAU & CO
Accountancy firm EIN	2012-08-31	060931761
2011 : HRA FUND 2011 401k financial data
Total income from all sources (including contributions)	2011-08-31	$548,329
Total of all expenses incurred	2011-08-31	$183,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$155,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$531,377
Value of total assets at end of year	2011-08-31	$954,248
Value of total assets at beginning of year	2011-08-31	$589,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$27,293
Total interest from all sources	2011-08-31	$16,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Administrative expenses professional fees incurred	2011-08-31	$24,170
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Administrative expenses (other) incurred	2011-08-31	$3,123
Total non interest bearing cash at beginning of year	2011-08-31	$1,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$365,230
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$954,248
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$589,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$954,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$587,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$587,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$16,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$531,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$155,806
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	BUCKLEY FRAME BOUDREAU & CO
Accountancy firm EIN	2011-08-31	060931761

Form 5500 Responses for HRA FUND

2021: HRA FUND 2021 form 5500 responses
2021-09-01	Type of plan entity	Multi-employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: HRA FUND 2020 form 5500 responses
2020-09-01	Type of plan entity	Multi-employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: HRA FUND 2019 form 5500 responses
2019-09-01	Type of plan entity	Multi-employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: HRA FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HRA FUND 2017 form 5500 responses
2017-09-01	Type of plan entity	Multi-employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-09-01	Plan is a collectively bargained plan	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: HRA FUND 2016 form 5500 responses
2016-09-01	Type of plan entity	Multi-employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: HRA FUND 2015 form 5500 responses
2015-09-01	Type of plan entity	Multi-employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2013: HRA FUND 2013 form 5500 responses
2013-09-01	Type of plan entity	Multi-employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: HRA FUND 2012 form 5500 responses
2012-09-01	Type of plan entity	Multi-employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: HRA FUND 2011 form 5500 responses
2011-09-01	Type of plan entity	Multi-employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: HRA FUND 2010 form 5500 responses
2010-09-01	Type of plan entity	Multi-employer plan
2010-09-01	Plan is a collectively bargained plan	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: HRA FUND 2009 form 5500 responses
2009-09-01	Type of plan entity	Multi-employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes
2008: HRA FUND 2008 form 5500 responses
2008-09-01	Type of plan entity	Multi-employer plan
2008-09-01	Submission has been amended	Yes
2008-09-01	This submission is the final filing	No
2008-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-09-01	Plan is a collectively bargained plan	No

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Company Name:	IBEW LOCAL 7 SUPPLEMENTAL HEALTH & WELFARE FUND
Employer identification number (EIN):	261227271
NAIC Classification:	322100