401k Plan data: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND plan

I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 401k Plan overview

Plan Name	I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND
Plan identification number	501

I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

IBEW-124 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: IBEW-124 HEALTH & WELFARE FUND

Employer identification number (EIN): 440569165

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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 2018-09-01
501 2017-09-01
501 2016-09-01 JOHN FENNESY KENNETH BORDEN 2018-06-07
501 2015-09-01 TERRY AKINS KENNETH BORDEN 2017-06-14
501 2014-09-01 TERRY AKINS KENNETH BORDEN 2016-06-14
501 2013-09-01 TERRY AKINS KENNETH BORDEN 2015-06-11
501 2012-09-01 TERRY AKINS KENNETH BORDEN 2014-06-13
501 2011-09-01 TERRAL AKINS KENNETH BORDEN 2013-06-14
501 2009-09-01 TERRAL AKINS KENNETH C BORDEN 2012-06-15
501 2009-09-01 TERRAL AKINS KENNETH C BORDEN 2011-06-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2021-09-01
501	2020-09-01
501	2019-09-01
501	2018-09-01
501	2017-09-01
501	2016-09-01	JOHN FENNESY	KENNETH BORDEN	2018-06-07
501	2015-09-01	TERRY AKINS	KENNETH BORDEN	2017-06-14
501	2014-09-01	TERRY AKINS	KENNETH BORDEN	2016-06-14
501	2013-09-01	TERRY AKINS	KENNETH BORDEN	2015-06-11
501	2012-09-01	TERRY AKINS	KENNETH BORDEN	2014-06-13
501	2011-09-01	TERRAL AKINS	KENNETH BORDEN	2013-06-14
501	2009-09-01	TERRAL AKINS	KENNETH C BORDEN	2012-06-15
501	2009-09-01	TERRAL AKINS	KENNETH C BORDEN	2011-06-15

Plan Statistics for I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND

Measure Date Value
2021: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-09-01 3,216
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 2,525
Number of retired or separated participants receiving benefits 2021-09-01 885
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 3,410
Number of employers contributing to the scheme 2021-09-01 104
2020: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-09-01 3,219
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 2,346
Number of retired or separated participants receiving benefits 2020-09-01 870
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 3,216
Number of employers contributing to the scheme 2020-09-01 104
2019: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-09-01 3,142
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 2,368
Number of retired or separated participants receiving benefits 2019-09-01 851
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 3,219
Number of employers contributing to the scheme 2019-09-01 138
2018: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-09-01 3,143
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 2,309
Number of retired or separated participants receiving benefits 2018-09-01 833
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 3,142
Number of employers contributing to the scheme 2018-09-01 127
2017: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-09-01 3,220
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 2,327
Number of retired or separated participants receiving benefits 2017-09-01 816
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 3,143
Number of employers contributing to the scheme 2017-09-01 95
2016: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-09-01 3,004
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 2,411
Number of retired or separated participants receiving benefits 2016-09-01 807
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 3,218
Number of employers contributing to the scheme 2016-09-01 95
2015: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-09-01 2,988
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 2,203
Number of retired or separated participants receiving benefits 2015-09-01 793
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 2,996
Number of employers contributing to the scheme 2015-09-01 92
2014: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-09-01 2,982
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 2,207
Number of retired or separated participants receiving benefits 2014-09-01 774
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 2,981
Number of employers contributing to the scheme 2014-09-01 92
2013: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-09-01 2,917
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 2,184
Number of retired or separated participants receiving benefits 2013-09-01 884
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 3,068
Number of employers contributing to the scheme 2013-09-01 87
2012: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-09-01 2,729
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 2,119
Number of retired or separated participants receiving benefits 2012-09-01 770
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 2,889
Number of employers contributing to the scheme 2012-09-01 88
2011: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-09-01 2,692
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 1,977
Number of retired or separated participants receiving benefits 2011-09-01 752
Total of all active and inactive participants 2011-09-01 2,729
Number of employers contributing to the scheme 2011-09-01 95
2009: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-09-01 2,948
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 2,081
Number of retired or separated participants receiving benefits 2009-09-01 728
Number of other retired or separated participants entitled to future benefits 2009-09-01 0
Total of all active and inactive participants 2009-09-01 2,809
Total participants 2009-09-01 0
Number of employers contributing to the scheme 2009-09-01 99

Measure	Date	Value
2021: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-09-01	3,216
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	2,525
Number of retired or separated participants receiving benefits	2021-09-01	885
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	3,410
Number of employers contributing to the scheme	2021-09-01	104
2020: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-09-01	3,219
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	2,346
Number of retired or separated participants receiving benefits	2020-09-01	870
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	3,216
Number of employers contributing to the scheme	2020-09-01	104
2019: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-09-01	3,142
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	2,368
Number of retired or separated participants receiving benefits	2019-09-01	851
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	3,219
Number of employers contributing to the scheme	2019-09-01	138
2018: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-09-01	3,143
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	2,309
Number of retired or separated participants receiving benefits	2018-09-01	833
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	3,142
Number of employers contributing to the scheme	2018-09-01	127
2017: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-09-01	3,220
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	2,327
Number of retired or separated participants receiving benefits	2017-09-01	816
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	3,143
Number of employers contributing to the scheme	2017-09-01	95
2016: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-09-01	3,004
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	2,411
Number of retired or separated participants receiving benefits	2016-09-01	807
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	3,218
Number of employers contributing to the scheme	2016-09-01	95
2015: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-09-01	2,988
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	2,203
Number of retired or separated participants receiving benefits	2015-09-01	793
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	2,996
Number of employers contributing to the scheme	2015-09-01	92
2014: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-09-01	2,982
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	2,207
Number of retired or separated participants receiving benefits	2014-09-01	774
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	2,981
Number of employers contributing to the scheme	2014-09-01	92
2013: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-09-01	2,917
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	2,184
Number of retired or separated participants receiving benefits	2013-09-01	884
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	3,068
Number of employers contributing to the scheme	2013-09-01	87
2012: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-09-01	2,729
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	2,119
Number of retired or separated participants receiving benefits	2012-09-01	770
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	2,889
Number of employers contributing to the scheme	2012-09-01	88
2011: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-09-01	2,692
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	1,977
Number of retired or separated participants receiving benefits	2011-09-01	752
Total of all active and inactive participants	2011-09-01	2,729
Number of employers contributing to the scheme	2011-09-01	95
2009: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-09-01	2,948
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	2,081
Number of retired or separated participants receiving benefits	2009-09-01	728
Number of other retired or separated participants entitled to future benefits	2009-09-01	0
Total of all active and inactive participants	2009-09-01	2,809
Total participants	2009-09-01	0
Number of employers contributing to the scheme	2009-09-01	99

Financial Data on I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND

Measure	Date	Value
2022 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-08-31	$538,060
Total unrealized appreciation/depreciation of assets	2022-08-31	$538,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$25,749,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$20,358,379
Total income from all sources (including contributions)	2022-08-31	$44,418,427
Total loss/gain on sale of assets	2022-08-31	$-101,238
Total of all expenses incurred	2022-08-31	$50,327,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$47,284,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$45,710,535
Value of total assets at end of year	2022-08-31	$53,387,788
Value of total assets at beginning of year	2022-08-31	$53,905,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$3,042,368
Total interest from all sources	2022-08-31	$405,561
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$811,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$811,631
Administrative expenses professional fees incurred	2022-08-31	$424,266
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$3,531,276
Assets. Other investments not covered elsewhere at end of year	2022-08-31	$78,823
Assets. Other investments not covered elsewhere at beginning of year	2022-08-31	$330,525
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-08-31	$736,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-08-31	$666,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-08-31	$224,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-08-31	$258,780
Other income not declared elsewhere	2022-08-31	$1,935,335
Administrative expenses (other) incurred	2022-08-31	$440,369
Liabilities. Value of operating payables at end of year	2022-08-31	$119,842
Liabilities. Value of operating payables at beginning of year	2022-08-31	$453,599
Total non interest bearing cash at end of year	2022-08-31	$54,942
Total non interest bearing cash at beginning of year	2022-08-31	$0
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	$-5,908,934
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$27,638,491
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$33,547,425
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
Assets. partnership/joint venture interests at end of year	2022-08-31	$5,566,204
Assets. partnership/joint venture interests at beginning of year	2022-08-31	$4,337,883
Investment advisory and management fees	2022-08-31	$234,117
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$22,588,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$25,694,005
Interest earned on other investments	2022-08-31	$197,359
Income. Interest from US Government securities	2022-08-31	$51,126
Income. Interest from corporate debt instruments	2022-08-31	$148,745
Value of interest in common/collective trusts at end of year	2022-08-31	$4,199,413
Value of interest in common/collective trusts at beginning of year	2022-08-31	$6,004,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$4,594,421
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$2,056,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$2,056,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$8,331
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$3,082,963
Asset value of US Government securities at end of year	2022-08-31	$4,788,185
Asset value of US Government securities at beginning of year	2022-08-31	$4,997,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-3,249,192
Net investment gain or loss from common/collective trusts	2022-08-31	$-1,632,265
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	$42,179,259
Employer contributions (assets) at end of year	2022-08-31	$3,356,934
Employer contributions (assets) at beginning of year	2022-08-31	$4,046,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$44,202,030
Asset. Corporate debt instrument debt (other) at end of year	2022-08-31	$7,423,945
Asset. Corporate debt instrument debt (other) at beginning of year	2022-08-31	$5,771,635
Contract administrator fees	2022-08-31	$1,943,616
Liabilities. Value of benefit claims payable at end of year	2022-08-31	$25,405,000
Liabilities. Value of benefit claims payable at beginning of year	2022-08-31	$19,646,000
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
Aggregate proceeds on sale of assets	2022-08-31	$8,049,143
Aggregate carrying amount (costs) on sale of assets	2022-08-31	$8,150,381
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	RUBINBROWN LLP
Accountancy firm EIN	2022-08-31	430765316
2021 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-08-31	$135,957
Total unrealized appreciation/depreciation of assets	2021-08-31	$135,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$20,358,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$21,467,925
Total income from all sources (including contributions)	2021-08-31	$43,877,871
Total loss/gain on sale of assets	2021-08-31	$-39,874
Total of all expenses incurred	2021-08-31	$40,597,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$37,901,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$40,594,913
Value of total assets at end of year	2021-08-31	$53,905,804
Value of total assets at beginning of year	2021-08-31	$51,735,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$2,696,537
Total interest from all sources	2021-08-31	$384,219
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$687,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$687,327
Administrative expenses professional fees incurred	2021-08-31	$358,233
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$3,580,343
Assets. Other investments not covered elsewhere at end of year	2021-08-31	$330,525
Assets. Other investments not covered elsewhere at beginning of year	2021-08-31	$309,337
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-08-31	$666,031
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-08-31	$736,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-08-31	$258,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-08-31	$73,693
Other income not declared elsewhere	2021-08-31	$1,222,759
Administrative expenses (other) incurred	2021-08-31	$322,818
Liabilities. Value of operating payables at end of year	2021-08-31	$453,599
Liabilities. Value of operating payables at beginning of year	2021-08-31	$260,232
Total non interest bearing cash at end of year	2021-08-31	$0
Total non interest bearing cash at beginning of year	2021-08-31	$151,666
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	$3,280,144
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$33,547,425
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$30,267,281
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
Assets. partnership/joint venture interests at end of year	2021-08-31	$4,337,883
Assets. partnership/joint venture interests at beginning of year	2021-08-31	$3,989,417
Investment advisory and management fees	2021-08-31	$92,970
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$25,694,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$25,888,263
Interest earned on other investments	2021-08-31	$174,170
Income. Interest from US Government securities	2021-08-31	$54,557
Income. Interest from corporate debt instruments	2021-08-31	$154,314
Value of interest in common/collective trusts at end of year	2021-08-31	$6,004,941
Value of interest in common/collective trusts at beginning of year	2021-08-31	$4,943,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$2,056,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$2,248,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$2,248,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$1,178
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$3,029,448
Asset value of US Government securities at end of year	2021-08-31	$4,997,189
Asset value of US Government securities at beginning of year	2021-08-31	$2,897,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$-257,686
Net investment gain or loss from common/collective trusts	2021-08-31	$1,150,256
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	$37,014,570
Employer contributions (assets) at end of year	2021-08-31	$4,046,634
Employer contributions (assets) at beginning of year	2021-08-31	$3,147,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$34,871,742
Asset. Corporate debt instrument debt (other) at end of year	2021-08-31	$5,771,635
Asset. Corporate debt instrument debt (other) at beginning of year	2021-08-31	$7,422,537
Contract administrator fees	2021-08-31	$1,922,516
Liabilities. Value of benefit claims payable at end of year	2021-08-31	$19,646,000
Liabilities. Value of benefit claims payable at beginning of year	2021-08-31	$21,134,000
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
Aggregate proceeds on sale of assets	2021-08-31	$8,764,860
Aggregate carrying amount (costs) on sale of assets	2021-08-31	$8,804,734
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	RUBINBROWN LLP
Accountancy firm EIN	2021-08-31	430765316
2020 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-08-31	$293,227
Total unrealized appreciation/depreciation of assets	2020-08-31	$293,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$21,467,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$20,804,884
Total income from all sources (including contributions)	2020-08-31	$45,331,393
Total loss/gain on sale of assets	2020-08-31	$69,419
Total of all expenses incurred	2020-08-31	$39,654,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$36,972,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$41,480,436
Value of total assets at end of year	2020-08-31	$51,735,206
Value of total assets at beginning of year	2020-08-31	$45,395,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$2,681,685
Total interest from all sources	2020-08-31	$425,893
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$748,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$748,196
Administrative expenses professional fees incurred	2020-08-31	$354,778
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$3,045,590
Assets. Other investments not covered elsewhere at end of year	2020-08-31	$309,337
Assets. Other investments not covered elsewhere at beginning of year	2020-08-31	$303,075
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$736,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-08-31	$1,044,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$73,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$146,041
Other income not declared elsewhere	2020-08-31	$586,764
Administrative expenses (other) incurred	2020-08-31	$335,652
Liabilities. Value of operating payables at end of year	2020-08-31	$260,232
Liabilities. Value of operating payables at beginning of year	2020-08-31	$504,843
Total non interest bearing cash at end of year	2020-08-31	$151,666
Total non interest bearing cash at beginning of year	2020-08-31	$166,963
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	$5,677,165
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$30,267,281
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$24,590,116
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
Assets. partnership/joint venture interests at end of year	2020-08-31	$3,989,417
Assets. partnership/joint venture interests at beginning of year	2020-08-31	$3,773,777
Investment advisory and management fees	2020-08-31	$67,718
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$25,888,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$20,879,749
Interest earned on other investments	2020-08-31	$126,014
Income. Interest from US Government securities	2020-08-31	$70,140
Income. Interest from corporate debt instruments	2020-08-31	$188,951
Value of interest in common/collective trusts at end of year	2020-08-31	$4,943,665
Value of interest in common/collective trusts at beginning of year	2020-08-31	$3,949,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$2,248,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$3,471,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$3,471,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$40,788
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$2,985,361
Asset value of US Government securities at end of year	2020-08-31	$2,897,161
Asset value of US Government securities at beginning of year	2020-08-31	$3,309,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$833,383
Net investment gain or loss from common/collective trusts	2020-08-31	$894,075
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	$38,434,846
Employer contributions (assets) at end of year	2020-08-31	$3,147,799
Employer contributions (assets) at beginning of year	2020-08-31	$2,933,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$33,987,182
Asset. Corporate debt instrument debt (other) at end of year	2020-08-31	$7,422,537
Asset. Corporate debt instrument debt (other) at beginning of year	2020-08-31	$5,563,594
Contract administrator fees	2020-08-31	$1,923,537
Liabilities. Value of benefit claims payable at end of year	2020-08-31	$21,134,000
Liabilities. Value of benefit claims payable at beginning of year	2020-08-31	$20,154,000
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
Aggregate proceeds on sale of assets	2020-08-31	$11,845,139
Aggregate carrying amount (costs) on sale of assets	2020-08-31	$11,775,720
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	RUBINBROWN LLP
Accountancy firm EIN	2020-08-31	430765316
2019 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-08-31	$281,866
Total unrealized appreciation/depreciation of assets	2019-08-31	$281,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$20,804,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$21,445,663
Total income from all sources (including contributions)	2019-08-31	$42,891,229
Total loss/gain on sale of assets	2019-08-31	$57,599
Total of all expenses incurred	2019-08-31	$39,599,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$37,039,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$39,375,306
Value of total assets at end of year	2019-08-31	$45,395,000
Value of total assets at beginning of year	2019-08-31	$42,744,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$2,560,900
Total interest from all sources	2019-08-31	$404,549
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$653,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$653,268
Administrative expenses professional fees incurred	2019-08-31	$317,745
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$3,188,382
Assets. Other investments not covered elsewhere at end of year	2019-08-31	$303,075
Assets. Other investments not covered elsewhere at beginning of year	2019-08-31	$190,522
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$1,044,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$1,245,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-08-31	$146,041
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$43,678
Other income not declared elsewhere	2019-08-31	$982,549
Administrative expenses (other) incurred	2019-08-31	$275,768
Liabilities. Value of operating payables at end of year	2019-08-31	$504,843
Liabilities. Value of operating payables at beginning of year	2019-08-31	$439,985
Total non interest bearing cash at end of year	2019-08-31	$166,963
Total non interest bearing cash at beginning of year	2019-08-31	$100,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$3,291,241
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$24,590,116
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$21,298,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Assets. partnership/joint venture interests at end of year	2019-08-31	$3,773,777
Assets. partnership/joint venture interests at beginning of year	2019-08-31	$3,500,812
Investment advisory and management fees	2019-08-31	$85,983
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$20,879,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$19,655,320
Interest earned on other investments	2019-08-31	$101,255
Income. Interest from US Government securities	2019-08-31	$73,995
Income. Interest from corporate debt instruments	2019-08-31	$177,777
Value of interest in common/collective trusts at end of year	2019-08-31	$3,949,590
Value of interest in common/collective trusts at beginning of year	2019-08-31	$4,910,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$3,471,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$1,481,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$1,481,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$51,522
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$2,089,915
Asset value of US Government securities at end of year	2019-08-31	$3,309,527
Asset value of US Government securities at beginning of year	2019-08-31	$3,243,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$1,001,343
Net investment gain or loss from common/collective trusts	2019-08-31	$134,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$36,186,924
Employer contributions (assets) at end of year	2019-08-31	$2,933,553
Employer contributions (assets) at beginning of year	2019-08-31	$2,728,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$34,949,173
Asset. Corporate debt instrument debt (other) at end of year	2019-08-31	$5,563,594
Asset. Corporate debt instrument debt (other) at beginning of year	2019-08-31	$5,688,046
Contract administrator fees	2019-08-31	$1,881,404
Liabilities. Value of benefit claims payable at end of year	2019-08-31	$20,154,000
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$20,962,000
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Aggregate proceeds on sale of assets	2019-08-31	$7,136,958
Aggregate carrying amount (costs) on sale of assets	2019-08-31	$7,079,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	No
Opinion of an independent qualified public accountant for this plan	2019-08-31	Unqualified
Accountancy firm name	2019-08-31	RUBINBROWN, LLP
Accountancy firm EIN	2019-08-31	430765316
2018 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-08-31	$136,955
Total unrealized appreciation/depreciation of assets	2018-08-31	$136,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$21,445,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$21,007,718
Total income from all sources (including contributions)	2018-08-31	$40,648,322
Total loss/gain on sale of assets	2018-08-31	$-45,722
Total of all expenses incurred	2018-08-31	$43,029,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$40,190,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$38,229,981
Value of total assets at end of year	2018-08-31	$42,744,538
Value of total assets at beginning of year	2018-08-31	$44,687,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$2,838,579
Total interest from all sources	2018-08-31	$289,260
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$617,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$617,873
Administrative expenses professional fees incurred	2018-08-31	$305,359
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$2,957,670
Assets. Other investments not covered elsewhere at end of year	2018-08-31	$190,522
Assets. Other investments not covered elsewhere at beginning of year	2018-08-31	$173,753
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$1,245,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$697,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-08-31	$43,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-08-31	$135,543
Other income not declared elsewhere	2018-08-31	$1,293,354
Administrative expenses (other) incurred	2018-08-31	$284,006
Liabilities. Value of operating payables at end of year	2018-08-31	$439,985
Liabilities. Value of operating payables at beginning of year	2018-08-31	$181,764
Total non interest bearing cash at end of year	2018-08-31	$100,818
Total non interest bearing cash at beginning of year	2018-08-31	$54,276
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	$-2,380,821
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$21,298,875
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$23,679,696
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
Assets. partnership/joint venture interests at end of year	2018-08-31	$3,500,812
Assets. partnership/joint venture interests at beginning of year	2018-08-31	$3,146,417
Investment advisory and management fees	2018-08-31	$71,444
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$19,655,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$18,516,429
Interest earned on other investments	2018-08-31	$31,041
Income. Interest from US Government securities	2018-08-31	$59,595
Income. Interest from corporate debt instruments	2018-08-31	$146,370
Value of interest in common/collective trusts at end of year	2018-08-31	$4,910,108
Value of interest in common/collective trusts at beginning of year	2018-08-31	$4,084,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$1,481,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$7,043,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$7,043,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$52,254
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$1,121,922
Asset value of US Government securities at end of year	2018-08-31	$3,243,186
Asset value of US Government securities at beginning of year	2018-08-31	$3,148,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$-649,814
Net investment gain or loss from common/collective trusts	2018-08-31	$776,435
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	$35,272,311
Employer contributions (assets) at end of year	2018-08-31	$2,728,821
Employer contributions (assets) at beginning of year	2018-08-31	$2,737,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$39,068,642
Asset. Corporate debt instrument debt (other) at end of year	2018-08-31	$5,688,046
Asset. Corporate debt instrument debt (other) at beginning of year	2018-08-31	$5,084,285
Contract administrator fees	2018-08-31	$2,177,770
Liabilities. Value of benefit claims payable at end of year	2018-08-31	$20,962,000
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$20,690,411
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
Aggregate proceeds on sale of assets	2018-08-31	$5,622,068
Aggregate carrying amount (costs) on sale of assets	2018-08-31	$5,667,790
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	RUBINBROWN, LLP
Accountancy firm EIN	2018-08-31	430765316
2017 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-08-31	$56,012
Total unrealized appreciation/depreciation of assets	2017-08-31	$56,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$21,007,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$19,692,883
Total income from all sources (including contributions)	2017-08-31	$41,920,925
Total loss/gain on sale of assets	2017-08-31	$-34,877
Total of all expenses incurred	2017-08-31	$37,481,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$34,946,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$40,602,748
Value of total assets at end of year	2017-08-31	$44,687,414
Value of total assets at beginning of year	2017-08-31	$38,933,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$2,535,585
Total interest from all sources	2017-08-31	$242,159
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$441,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$441,918
Administrative expenses professional fees incurred	2017-08-31	$283,815
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$2,809,710
Assets. Other investments not covered elsewhere at end of year	2017-08-31	$173,753
Assets. Other investments not covered elsewhere at beginning of year	2017-08-31	$84,356
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$697,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$1,221,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-08-31	$135,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$194,396
Administrative expenses (other) incurred	2017-08-31	$282,171
Liabilities. Value of operating payables at end of year	2017-08-31	$181,764
Liabilities. Value of operating payables at beginning of year	2017-08-31	$137,487
Total non interest bearing cash at end of year	2017-08-31	$54,276
Total non interest bearing cash at beginning of year	2017-08-31	$28,576
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	$4,439,005
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$23,679,696
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$19,240,691
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
Assets. partnership/joint venture interests at end of year	2017-08-31	$3,146,417
Assets. partnership/joint venture interests at beginning of year	2017-08-31	$0
Investment advisory and management fees	2017-08-31	$55,451
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$18,516,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$19,568,975
Interest earned on other investments	2017-08-31	$68,006
Income. Interest from US Government securities	2017-08-31	$79,654
Income. Interest from corporate debt instruments	2017-08-31	$91,380
Value of interest in common/collective trusts at end of year	2017-08-31	$4,084,902
Value of interest in common/collective trusts at beginning of year	2017-08-31	$3,520,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$7,043,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$2,265,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$2,265,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$3,119
Asset value of US Government securities at end of year	2017-08-31	$3,148,755
Asset value of US Government securities at beginning of year	2017-08-31	$5,220,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$40,863
Net investment gain or loss from common/collective trusts	2017-08-31	$572,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	Yes
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	$37,793,038
Employer contributions (assets) at end of year	2017-08-31	$2,737,060
Employer contributions (assets) at beginning of year	2017-08-31	$2,834,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$34,946,335
Asset. Corporate debt instrument debt (other) at end of year	2017-08-31	$5,084,285
Asset. Corporate debt instrument debt (other) at beginning of year	2017-08-31	$4,189,048
Contract administrator fees	2017-08-31	$1,914,148
Liabilities. Value of benefit claims payable at end of year	2017-08-31	$20,690,411
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$19,361,000
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
Aggregate proceeds on sale of assets	2017-08-31	$8,458,286
Aggregate carrying amount (costs) on sale of assets	2017-08-31	$8,493,163
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	RUBINBROWN, LLP
Accountancy firm EIN	2017-08-31	430765316
2016 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-08-31	$-6,807
Total unrealized appreciation/depreciation of assets	2016-08-31	$-6,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$19,692,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$20,830,147
Total income from all sources (including contributions)	2016-08-31	$36,137,968
Total loss/gain on sale of assets	2016-08-31	$-23,423
Total of all expenses incurred	2016-08-31	$36,580,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$33,921,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$34,815,292
Value of total assets at end of year	2016-08-31	$38,933,574
Value of total assets at beginning of year	2016-08-31	$40,513,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$2,659,300
Total interest from all sources	2016-08-31	$197,699
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$472,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$472,173
Administrative expenses professional fees incurred	2016-08-31	$430,759
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$2,960,819
Assets. Other investments not covered elsewhere at end of year	2016-08-31	$84,356
Assets. Other investments not covered elsewhere at beginning of year	2016-08-31	$153,740
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$1,221,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$1,120,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-08-31	$194,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$126,426
Other income not declared elsewhere	2016-08-31	$38,628
Administrative expenses (other) incurred	2016-08-31	$238,990
Liabilities. Value of operating payables at end of year	2016-08-31	$137,487
Liabilities. Value of operating payables at beginning of year	2016-08-31	$221,721
Total non interest bearing cash at end of year	2016-08-31	$28,576
Total non interest bearing cash at beginning of year	2016-08-31	$37,148
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	$-442,702
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$19,240,691
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$19,683,393
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
Investment advisory and management fees	2016-08-31	$57,839
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$19,568,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$21,826,000
Income. Interest from US Government securities	2016-08-31	$79,325
Income. Interest from corporate debt instruments	2016-08-31	$116,568
Value of interest in common/collective trusts at end of year	2016-08-31	$3,520,227
Value of interest in common/collective trusts at beginning of year	2016-08-31	$3,401,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$2,265,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$909,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$909,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$1,806
Asset value of US Government securities at end of year	2016-08-31	$5,220,763
Asset value of US Government securities at beginning of year	2016-08-31	$4,600,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$267,956
Net investment gain or loss from common/collective trusts	2016-08-31	$376,450
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	$31,854,473
Employer contributions (assets) at end of year	2016-08-31	$2,834,814
Employer contributions (assets) at beginning of year	2016-08-31	$2,793,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$33,921,370
Asset. Corporate debt instrument debt (other) at end of year	2016-08-31	$4,189,048
Asset. Corporate debt instrument debt (other) at beginning of year	2016-08-31	$5,670,693
Contract administrator fees	2016-08-31	$1,931,712
Liabilities. Value of benefit claims payable at end of year	2016-08-31	$19,361,000
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$20,482,000
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
Aggregate proceeds on sale of assets	2016-08-31	$8,844,266
Aggregate carrying amount (costs) on sale of assets	2016-08-31	$8,867,689
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	RUBINBROWN, LLP
Accountancy firm EIN	2016-08-31	430765316
2015 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-08-31	$-87,617
Total unrealized appreciation/depreciation of assets	2015-08-31	$-87,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$20,830,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$19,530,761
Total income from all sources (including contributions)	2015-08-31	$32,938,415
Total loss/gain on sale of assets	2015-08-31	$-39,861
Total of all expenses incurred	2015-08-31	$37,871,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$35,058,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$32,529,995
Value of total assets at end of year	2015-08-31	$40,513,540
Value of total assets at beginning of year	2015-08-31	$44,146,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$2,812,429
Total interest from all sources	2015-08-31	$230,579
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$851,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$851,189
Administrative expenses professional fees incurred	2015-08-31	$305,039
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$2,358,715
Assets. Other investments not covered elsewhere at end of year	2015-08-31	$153,740
Assets. Other investments not covered elsewhere at beginning of year	2015-08-31	$85,145
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$1,120,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-08-31	$1,223,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-08-31	$126,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$412,106
Administrative expenses (other) incurred	2015-08-31	$322,281
Liabilities. Value of operating payables at end of year	2015-08-31	$221,721
Liabilities. Value of operating payables at beginning of year	2015-08-31	$142,655
Total non interest bearing cash at end of year	2015-08-31	$37,148
Total non interest bearing cash at beginning of year	2015-08-31	$354,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-4,932,818
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$19,683,393
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$24,616,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Investment advisory and management fees	2015-08-31	$67,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$21,826,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$22,552,089
Income. Interest from US Government securities	2015-08-31	$76,098
Income. Interest from corporate debt instruments	2015-08-31	$154,083
Value of interest in common/collective trusts at end of year	2015-08-31	$3,401,541
Value of interest in common/collective trusts at beginning of year	2015-08-31	$4,871,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$909,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$1,705,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$1,705,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$398
Asset value of US Government securities at end of year	2015-08-31	$4,600,265
Asset value of US Government securities at beginning of year	2015-08-31	$4,905,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-572,682
Net investment gain or loss from common/collective trusts	2015-08-31	$26,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$30,171,280
Employer contributions (assets) at end of year	2015-08-31	$2,793,862
Employer contributions (assets) at beginning of year	2015-08-31	$3,336,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$35,058,804
Asset. Corporate debt instrument debt (other) at end of year	2015-08-31	$5,670,693
Asset. Corporate debt instrument debt (other) at beginning of year	2015-08-31	$5,112,568
Contract administrator fees	2015-08-31	$2,117,266
Liabilities. Value of benefit claims payable at end of year	2015-08-31	$20,482,000
Liabilities. Value of benefit claims payable at beginning of year	2015-08-31	$18,976,000
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Aggregate proceeds on sale of assets	2015-08-31	$6,417,468
Aggregate carrying amount (costs) on sale of assets	2015-08-31	$6,457,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	RUBINBROWN, LLP
Accountancy firm EIN	2015-08-31	430765316
2014 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-08-31	$-42,509
Total unrealized appreciation/depreciation of assets	2014-08-31	$-42,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$19,530,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$16,342,988
Total income from all sources (including contributions)	2014-08-31	$35,631,264
Total loss/gain on sale of assets	2014-08-31	$-17,605
Total of all expenses incurred	2014-08-31	$34,917,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$32,575,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$33,417,903
Value of total assets at end of year	2014-08-31	$44,146,972
Value of total assets at beginning of year	2014-08-31	$40,245,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$2,342,422
Total interest from all sources	2014-08-31	$261,070
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$401,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$401,906
Administrative expenses professional fees incurred	2014-08-31	$250,709
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$2,341,403
Assets. Other investments not covered elsewhere at end of year	2014-08-31	$85,145
Assets. Other investments not covered elsewhere at beginning of year	2014-08-31	$83,909
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-08-31	$1,223,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-08-31	$498,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$412,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$57,544
Other income not declared elsewhere	2014-08-31	$3,462
Administrative expenses (other) incurred	2014-08-31	$48,118
Liabilities. Value of operating payables at end of year	2014-08-31	$142,655
Liabilities. Value of operating payables at beginning of year	2014-08-31	$126,124
Total non interest bearing cash at end of year	2014-08-31	$354,674
Total non interest bearing cash at beginning of year	2014-08-31	$875,131
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	$713,492
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$24,616,211
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$23,902,719
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
Investment advisory and management fees	2014-08-31	$58,201
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$22,552,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$22,234,501
Income. Interest from US Government securities	2014-08-31	$73,810
Income. Interest from corporate debt instruments	2014-08-31	$186,916
Value of interest in common/collective trusts at end of year	2014-08-31	$4,871,008
Value of interest in common/collective trusts at beginning of year	2014-08-31	$4,342,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$1,705,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$344
Asset value of US Government securities at end of year	2014-08-31	$4,905,294
Asset value of US Government securities at beginning of year	2014-08-31	$3,326,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$578,527
Net investment gain or loss from common/collective trusts	2014-08-31	$1,028,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	Yes
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
Contributions received in cash from employer	2014-08-31	$31,076,500
Employer contributions (assets) at end of year	2014-08-31	$3,336,895
Employer contributions (assets) at beginning of year	2014-08-31	$2,629,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$32,575,350
Asset. Corporate debt instrument debt (other) at end of year	2014-08-31	$5,112,568
Asset. Corporate debt instrument debt (other) at beginning of year	2014-08-31	$6,255,165
Contract administrator fees	2014-08-31	$1,985,394
Liabilities. Value of benefit claims payable at end of year	2014-08-31	$18,976,000
Liabilities. Value of benefit claims payable at beginning of year	2014-08-31	$16,159,320
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
Aggregate proceeds on sale of assets	2014-08-31	$13,417,606
Aggregate carrying amount (costs) on sale of assets	2014-08-31	$13,435,211
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	RUBINBROWN, LLP
Accountancy firm EIN	2014-08-31	430765316
2013 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$-178,121
Total unrealized appreciation/depreciation of assets	2013-08-31	$-178,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$16,342,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$17,833,590
Total income from all sources (including contributions)	2013-08-31	$30,630,986
Total loss/gain on sale of assets	2013-08-31	$-40,156
Total of all expenses incurred	2013-08-31	$28,890,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$26,837,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$29,839,016
Value of total assets at end of year	2013-08-31	$40,245,707
Value of total assets at beginning of year	2013-08-31	$39,995,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$2,053,219
Total interest from all sources	2013-08-31	$306,566
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$1,070,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$1,070,863
Administrative expenses professional fees incurred	2013-08-31	$233,717
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$2,376,481
Assets. Other investments not covered elsewhere at end of year	2013-08-31	$83,909
Assets. Other investments not covered elsewhere at beginning of year	2013-08-31	$83,909
Income. Received or receivable in cash from other sources (including rollovers)	2013-08-31	$35,903
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-08-31	$498,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-08-31	$774,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$57,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$45,577
Administrative expenses (other) incurred	2013-08-31	$34,677
Liabilities. Value of operating payables at end of year	2013-08-31	$126,124
Liabilities. Value of operating payables at beginning of year	2013-08-31	$113,013
Total non interest bearing cash at end of year	2013-08-31	$875,131
Total non interest bearing cash at beginning of year	2013-08-31	$2,004,164
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	$1,740,384
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$23,902,719
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$22,162,335
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
Investment advisory and management fees	2013-08-31	$60,662
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$22,234,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$21,966,307
Income. Interest from US Government securities	2013-08-31	$84,764
Income. Interest from corporate debt instruments	2013-08-31	$221,802
Value of interest in common/collective trusts at end of year	2013-08-31	$4,342,498
Value of interest in common/collective trusts at beginning of year	2013-08-31	$3,600,000
Asset value of US Government securities at end of year	2013-08-31	$3,326,745
Asset value of US Government securities at beginning of year	2013-08-31	$3,496,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$-1,100,921
Net investment gain or loss from common/collective trusts	2013-08-31	$733,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	Yes
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	$27,426,632
Employer contributions (assets) at end of year	2013-08-31	$2,629,596
Employer contributions (assets) at beginning of year	2013-08-31	$2,258,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$26,837,383
Asset. Corporate debt instrument debt (other) at end of year	2013-08-31	$6,255,165
Asset. Corporate debt instrument debt (other) at beginning of year	2013-08-31	$5,811,589
Contract administrator fees	2013-08-31	$1,724,163
Liabilities. Value of benefit claims payable at end of year	2013-08-31	$16,159,320
Liabilities. Value of benefit claims payable at beginning of year	2013-08-31	$17,675,000
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
Aggregate proceeds on sale of assets	2013-08-31	$10,276,803
Aggregate carrying amount (costs) on sale of assets	2013-08-31	$10,316,959
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	RUBINBROWN, LLP
Accountancy firm EIN	2013-08-31	430765316
2012 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-08-31	$-5,351
Total unrealized appreciation/depreciation of assets	2012-08-31	$-5,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$17,833,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$15,817,345
Total income from all sources (including contributions)	2012-08-31	$30,194,186
Total loss/gain on sale of assets	2012-08-31	$-34,389
Total of all expenses incurred	2012-08-31	$32,762,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$30,407,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$28,448,950
Value of total assets at end of year	2012-08-31	$39,995,925
Value of total assets at beginning of year	2012-08-31	$40,547,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$2,355,121
Total interest from all sources	2012-08-31	$395,233
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$510,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$510,885
Administrative expenses professional fees incurred	2012-08-31	$253,526
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$2,821,550
Assets. Other investments not covered elsewhere at end of year	2012-08-31	$83,909
Assets. Other investments not covered elsewhere at beginning of year	2012-08-31	$83,909
Income. Received or receivable in cash from other sources (including rollovers)	2012-08-31	$128,921
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-08-31	$774,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$1,084,342
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$45,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-08-31	$403,096
Administrative expenses (other) incurred	2012-08-31	$412,980
Liabilities. Value of operating payables at end of year	2012-08-31	$113,013
Liabilities. Value of operating payables at beginning of year	2012-08-31	$535,249
Total non interest bearing cash at end of year	2012-08-31	$2,004,164
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	$-2,568,226
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$22,162,335
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$24,730,561
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
Investment advisory and management fees	2012-08-31	$57,365
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$21,966,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$24,100,636
Income. Interest from US Government securities	2012-08-31	$152,002
Income. Interest from corporate debt instruments	2012-08-31	$243,231
Value of interest in common/collective trusts at end of year	2012-08-31	$3,600,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$0
Asset value of US Government securities at end of year	2012-08-31	$3,496,573
Asset value of US Government securities at beginning of year	2012-08-31	$9,595,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$878,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	Yes
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	$25,498,479
Employer contributions (assets) at end of year	2012-08-31	$2,258,968
Employer contributions (assets) at beginning of year	2012-08-31	$1,826,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$30,407,291
Asset. Corporate debt instrument debt (other) at end of year	2012-08-31	$5,811,589
Asset. Corporate debt instrument debt (other) at beginning of year	2012-08-31	$3,856,839
Contract administrator fees	2012-08-31	$1,631,250
Liabilities. Value of benefit claims payable at end of year	2012-08-31	$17,675,000
Liabilities. Value of benefit claims payable at beginning of year	2012-08-31	$14,879,000
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
Aggregate proceeds on sale of assets	2012-08-31	$15,324,221
Aggregate carrying amount (costs) on sale of assets	2012-08-31	$15,358,610
Liabilities. Value of acquisition indebtedness at beginning of year	2012-08-31	$0
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	RUBINBROWN, LLP
Accountancy firm EIN	2012-08-31	430765316
2011 : I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-08-31	$-183,127
Total unrealized appreciation/depreciation of assets	2011-08-31	$-183,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$15,817,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$17,153,224
Total income from all sources (including contributions)	2011-08-31	$28,045,087
Total loss/gain on sale of assets	2011-08-31	$58,719
Total of all expenses incurred	2011-08-31	$27,799,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$26,037,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$27,270,247
Value of total assets at end of year	2011-08-31	$40,547,906
Value of total assets at beginning of year	2011-08-31	$41,638,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$1,762,063
Total interest from all sources	2011-08-31	$355,142
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$567,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$567,594
Administrative expenses professional fees incurred	2011-08-31	$286,667
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$2,904,655
Assets. Other investments not covered elsewhere at end of year	2011-08-31	$83,909
Assets. Other investments not covered elsewhere at beginning of year	2011-08-31	$83,879
Income. Received or receivable in cash from other sources (including rollovers)	2011-08-31	$1,096,008
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$1,084,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$649,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-08-31	$403,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$216,442
Administrative expenses (other) incurred	2011-08-31	$96,987
Liabilities. Value of operating payables at end of year	2011-08-31	$535,249
Liabilities. Value of operating payables at beginning of year	2011-08-31	$136,782
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	$245,244
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$24,730,561
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$24,485,317
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
Investment advisory and management fees	2011-08-31	$71,413
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$24,100,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$21,727,511
Income. Interest from US Government securities	2011-08-31	$277,728
Income. Interest from corporate debt instruments	2011-08-31	$77,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$3,942,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$3,942,821
Asset value of US Government securities at end of year	2011-08-31	$9,595,730
Asset value of US Government securities at beginning of year	2011-08-31	$13,159,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$-23,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	Yes
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	$23,269,584
Employer contributions (assets) at end of year	2011-08-31	$1,826,450
Employer contributions (assets) at beginning of year	2011-08-31	$2,075,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$26,037,780
Asset. Corporate debt instrument debt (other) at end of year	2011-08-31	$3,856,839
Contract administrator fees	2011-08-31	$1,306,996
Liabilities. Value of benefit claims payable at end of year	2011-08-31	$14,879,000
Liabilities. Value of benefit claims payable at beginning of year	2011-08-31	$16,800,000
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
Aggregate proceeds on sale of assets	2011-08-31	$13,393,103
Aggregate carrying amount (costs) on sale of assets	2011-08-31	$13,334,384
Liabilities. Value of acquisition indebtedness at end of year	2011-08-31	$0
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	RUBINBROWN, LLP
Accountancy firm EIN	2011-08-31	430765316

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND

2021: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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 – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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 – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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 – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-09-01	Type of plan entity	Multi-employer plan
2018-09-01	Submission has been amended	No
2018-09-01	This submission is the final filing	No
2018-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-09-01	Plan is a collectively bargained plan	Yes
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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 – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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
2014: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-09-01	Type of plan entity	Multi-employer plan
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE 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
2009: I.B.E.W. LOCAL UNION NO. 124 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-09-01	Type of plan entity	Multi-employer plan
2009-09-01	Submission has been amended	Yes
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	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )

Policy contract number

H2001

Policy instance

Insurance contract or identification number	H2001
Number of Individuals Covered	1132
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $2,999,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )

Policy contract number

H2001

Policy instance

Insurance contract or identification number	H2001
Number of Individuals Covered	1091
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,163,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )

Policy contract number

H2001

Policy instance

Insurance contract or identification number	H2001
Number of Individuals Covered	1040
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $2,572,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

S5820

Policy instance

Insurance contract or identification number	S5820
Number of Individuals Covered	1013
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,146,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

S5820

Policy instance

Insurance contract or identification number	S5820
Number of Individuals Covered	996
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $1,074,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	IBEW-124 HEALTH & WELFARE FUND
Employer identification number (EIN):	440569165
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds