IBEW LU2221 HEALTH & WELFARE BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LU2221 HEALTH & WELFARE PLAN
Measure | Date | Value |
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2016 : IBEW LU2221 HEALTH & WELFARE PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,071 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,265 |
Total income from all sources (including contributions) | 2016-12-31 | $2,492,389 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,108,048 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,090,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,118,656 |
Value of total assets at end of year | 2016-12-31 | $2,202,294 |
Value of total assets at beginning of year | 2016-12-31 | $1,818,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,534 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $5,281 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $98,091 |
Participant contributions at end of year | 2016-12-31 | $5,606 |
Participant contributions at beginning of year | 2016-12-31 | $5,954 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $174,958 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $167,122 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,071 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,265 |
Other income not declared elsewhere | 2016-12-31 | $373,733 |
Administrative expenses (other) incurred | 2016-12-31 | $12,253 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,862,227 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,445,475 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $384,341 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,201,223 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,816,882 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $2,090,514 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,020,565 |
Employer contributions (assets) at end of year | 2016-12-31 | $159,503 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $199,596 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | FLEURY SINGLER & COMPANY |
Accountancy firm EIN | 2016-12-31 | 382180715 |
2015 : IBEW LU2221 HEALTH & WELFARE PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,265 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $301,656 |
Total income from all sources (including contributions) | 2015-12-31 | $2,037,028 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,800,859 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,783,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,037,028 |
Value of total assets at end of year | 2015-12-31 | $1,818,147 |
Value of total assets at beginning of year | 2015-12-31 | $1,882,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,041 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $5,525 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $64,866 |
Participant contributions at end of year | 2015-12-31 | $5,954 |
Participant contributions at beginning of year | 2015-12-31 | $9,194 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $167,122 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $239,117 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,265 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $301,656 |
Administrative expenses (other) incurred | 2015-12-31 | $11,516 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,445,475 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,307,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $236,169 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,816,882 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,580,713 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,783,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,972,162 |
Employer contributions (assets) at end of year | 2015-12-31 | $199,596 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $326,116 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | FLEURY SINGLER & COMPANY |
Accountancy firm EIN | 2015-12-31 | 382180715 |
2014 : IBEW LU2221 HEALTH & WELFARE PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $301,656 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $9,566 |
Total income from all sources (including contributions) | 2014-12-31 | $3,303,506 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,763,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,448,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,303,506 |
Value of total assets at end of year | 2014-12-31 | $1,882,369 |
Value of total assets at beginning of year | 2014-12-31 | $1,050,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $314,659 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $4,881 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $91,227 |
Participant contributions at end of year | 2014-12-31 | $9,194 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $422 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $239,117 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $211,161 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $301,656 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $6,698 |
Administrative expenses (other) incurred | 2014-12-31 | $309,778 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,307,942 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $609,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $539,911 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,580,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,040,802 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,448,514 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,212,279 |
Employer contributions (assets) at end of year | 2014-12-31 | $326,116 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $229,697 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $2,868 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | FLEURY SINGLER & COMPANY |
Accountancy firm EIN | 2014-12-31 | 382180715 |