401k Plan data: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND plan

I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 401k Plan overview

Plan Name	I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND
Plan identification number	501

I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND

Employer identification number (EIN): 866056282

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-07-01
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01
501 2017-07-01 MARK CUNNINGHAM 2019-04-11 MARK CUNNINGHAM 2019-04-11
501 2016-07-01 MARK CUNNINGHAM
501 2015-07-01 MARK CUNNINGHAM
501 2014-07-01 MARK CUNNINGHAM
501 2013-07-01 MARK CUNNINGHAM
501 2012-07-01 MARK CUNNINGHAM
501 2011-07-01 JOEL BELL
501 2009-07-01 JOEL BELL

Plan Statistics for I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND

Measure Date Value
2021: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 760
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 776
Total of all active and inactive participants 2021-07-01 776
Total participants 2021-07-01 776
Number of employers contributing to the scheme 2021-07-01 54
2020: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 760
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 760
Total of all active and inactive participants 2020-07-01 760
Total participants 2020-07-01 760
Number of employers contributing to the scheme 2020-07-01 50
2019: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 760
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 760
Total of all active and inactive participants 2019-07-01 760
Total participants 2019-07-01 760
Number of employers contributing to the scheme 2019-07-01 28
2018: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 730
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 760
Total of all active and inactive participants 2018-07-01 760
Total participants 2018-07-01 760
Number of employers contributing to the scheme 2018-07-01 27
2017: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 674
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 730
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 730
Number of employers contributing to the scheme 2017-07-01 38
2016: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 704
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 674
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 674
Number of employers contributing to the scheme 2016-07-01 36
2015: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 764
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 704
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 704
Number of employers contributing to the scheme 2015-07-01 34
2014: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 722
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 764
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 764
Number of employers contributing to the scheme 2014-07-01 37
2013: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 665
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 722
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 722
Number of employers contributing to the scheme 2013-07-01 34
2012: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 623
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 665
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 665
Number of employers contributing to the scheme 2012-07-01 30
2011: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 574
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 623
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 623
Number of employers contributing to the scheme 2011-07-01 28
2009: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 575
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 575
Total of all active and inactive participants 2009-07-01 575
Total participants 2009-07-01 575
Number of employers contributing to the scheme 2009-07-01 24

Measure	Date	Value
2021: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	760
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	776
Total of all active and inactive participants	2021-07-01	776
Total participants	2021-07-01	776
Number of employers contributing to the scheme	2021-07-01	54
2020: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	760
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	760
Total of all active and inactive participants	2020-07-01	760
Total participants	2020-07-01	760
Number of employers contributing to the scheme	2020-07-01	50
2019: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	760
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	760
Total of all active and inactive participants	2019-07-01	760
Total participants	2019-07-01	760
Number of employers contributing to the scheme	2019-07-01	28
2018: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	730
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	760
Total of all active and inactive participants	2018-07-01	760
Total participants	2018-07-01	760
Number of employers contributing to the scheme	2018-07-01	27
2017: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	674
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	730
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	730
Number of employers contributing to the scheme	2017-07-01	38
2016: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	704
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	674
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	674
Number of employers contributing to the scheme	2016-07-01	36
2015: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	764
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	704
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	704
Number of employers contributing to the scheme	2015-07-01	34
2014: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	722
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	764
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	764
Number of employers contributing to the scheme	2014-07-01	37
2013: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	665
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	722
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	722
Number of employers contributing to the scheme	2013-07-01	34
2012: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	623
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	665
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	665
Number of employers contributing to the scheme	2012-07-01	30
2011: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	574
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	623
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	623
Number of employers contributing to the scheme	2011-07-01	28
2009: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	575
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	575
Total of all active and inactive participants	2009-07-01	575
Total participants	2009-07-01	575
Number of employers contributing to the scheme	2009-07-01	24

Financial Data on I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND

Measure	Date	Value
2022 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$67,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$37,248
Total income from all sources (including contributions)	2022-06-30	$98,386
Total loss/gain on sale of assets	2022-06-30	$97,113
Total of all expenses incurred	2022-06-30	$344,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$239,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$68,603
Value of total assets at end of year	2022-06-30	$793,891
Value of total assets at beginning of year	2022-06-30	$1,009,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$104,615
Total interest from all sources	2022-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$11,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$11,404
Administrative expenses professional fees incurred	2022-06-30	$21,693
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$700,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Administrative expenses (other) incurred	2022-06-30	$4,943
Liabilities. Value of operating payables at end of year	2022-06-30	$22,536
Liabilities. Value of operating payables at beginning of year	2022-06-30	$8,764
Total non interest bearing cash at end of year	2022-06-30	$39,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-245,765
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$726,159
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$971,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$122,100
Investment advisory and management fees	2022-06-30	$13,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$754,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$841,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$45,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$45,231
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$239,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-78,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$68,603
Contract administrator fees	2022-06-30	$64,929
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$45,196
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$28,484
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$219,213
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$122,100
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2022-06-30	880400174
2021 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$32,023
Total unrealized appreciation/depreciation of assets	2021-06-30	$32,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$37,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$40,375
Total income from all sources (including contributions)	2021-06-30	$225,116
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$266,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$170,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$62,820
Value of total assets at end of year	2021-06-30	$1,009,172
Value of total assets at beginning of year	2021-06-30	$1,053,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$95,678
Total interest from all sources	2021-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$15,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$15,372
Administrative expenses professional fees incurred	2021-06-30	$20,987
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$700,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Administrative expenses (other) incurred	2021-06-30	$4,426
Liabilities. Value of operating payables at end of year	2021-06-30	$8,764
Liabilities. Value of operating payables at beginning of year	2021-06-30	$11,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$-41,471
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$971,924
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$1,013,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Assets. partnership/joint venture interests at end of year	2021-06-30	$122,100
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$90,077
Investment advisory and management fees	2021-06-30	$11,758
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$841,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$931,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$45,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$32,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$32,124
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$170,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$114,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$62,820
Contract administrator fees	2021-06-30	$58,507
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$28,484
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$28,484
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2021-06-30	880400174
2020 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$20,052
Total unrealized appreciation/depreciation of assets	2020-06-30	$20,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$40,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$28,484
Total income from all sources (including contributions)	2020-06-30	$128,357
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$300,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$170,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$51,702
Value of total assets at end of year	2020-06-30	$1,053,770
Value of total assets at beginning of year	2020-06-30	$1,213,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$129,483
Total interest from all sources	2020-06-30	$116
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$22,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$22,321
Administrative expenses professional fees incurred	2020-06-30	$32,803
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$700,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Administrative expenses (other) incurred	2020-06-30	$4,625
Liabilities. Value of operating payables at end of year	2020-06-30	$11,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-172,035
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$1,013,395
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,185,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Assets. partnership/joint venture interests at end of year	2020-06-30	$90,077
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$70,025
Investment advisory and management fees	2020-06-30	$12,723
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$931,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$1,110,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$32,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$33,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$33,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$116
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$170,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$34,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$51,702
Contract administrator fees	2020-06-30	$79,332
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$28,484
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$28,484
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2020-06-30	880400174
2019 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$28,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$28,727
Total income from all sources (including contributions)	2019-06-30	$113,259
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$248,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$169,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$40,424
Value of total assets at end of year	2019-06-30	$1,213,914
Value of total assets at beginning of year	2019-06-30	$1,349,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$79,709
Total interest from all sources	2019-06-30	$129
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$25,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$25,282
Administrative expenses professional fees incurred	2019-06-30	$22,425
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$700,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Administrative expenses (other) incurred	2019-06-30	$2,411
Liabilities. Value of operating payables at beginning of year	2019-06-30	$237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-135,494
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,185,430
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,320,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Assets. partnership/joint venture interests at end of year	2019-06-30	$70,025
Assets. partnership/joint venture interests at beginning of year	2019-06-30	$70,025
Investment advisory and management fees	2019-06-30	$12,459
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$1,110,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$1,252,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$33,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$27,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$27,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$129
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$169,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$47,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$40,424
Contract administrator fees	2019-06-30	$42,414
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$28,484
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$28,490
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	BERRY & CO, CPA'S LTD
Accountancy firm EIN	2019-06-30	880400174
2018 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$28,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$16,445
Total income from all sources (including contributions)	2018-06-30	$100,212
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$171,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$135,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$37,177
Value of total assets at end of year	2018-06-30	$1,349,651
Value of total assets at beginning of year	2018-06-30	$1,408,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$35,892
Total interest from all sources	2018-06-30	$4
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$31,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$31,531
Administrative expenses professional fees incurred	2018-06-30	$18,730
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$700,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Other income not declared elsewhere	2018-06-30	$230
Administrative expenses (other) incurred	2018-06-30	$2,615
Liabilities. Value of operating payables at end of year	2018-06-30	$237
Liabilities. Value of operating payables at beginning of year	2018-06-30	$254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-71,276
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,320,924
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$1,392,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Assets. partnership/joint venture interests at end of year	2018-06-30	$70,025
Assets. partnership/joint venture interests at beginning of year	2018-06-30	$70,025
Investment advisory and management fees	2018-06-30	$14,547
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$1,252,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$1,289,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$27,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$49,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$49,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$4
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$135,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$31,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$37,177
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$28,490
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$16,191
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2018-06-30	880400174
2017 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$16,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$16,135
Total income from all sources (including contributions)	2017-06-30	$109,774
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$126,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$89,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$25,123
Value of total assets at end of year	2017-06-30	$1,408,645
Value of total assets at beginning of year	2017-06-30	$1,424,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$37,145
Total interest from all sources	2017-06-30	$3
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$22,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$22,487
Administrative expenses professional fees incurred	2017-06-30	$19,715
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$700,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Other income not declared elsewhere	2017-06-30	$40
Administrative expenses (other) incurred	2017-06-30	$2,845
Liabilities. Value of operating payables at end of year	2017-06-30	$254
Liabilities. Value of operating payables at beginning of year	2017-06-30	$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-16,527
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$1,392,200
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,408,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Assets. partnership/joint venture interests at end of year	2017-06-30	$70,025
Assets. partnership/joint venture interests at beginning of year	2017-06-30	$70,025
Investment advisory and management fees	2017-06-30	$14,585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$1,289,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,305,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$49,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$49,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$49,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$89,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$62,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$25,123
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$16,191
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$15,944
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	BERRY & CO, CPA'S LTD
Accountancy firm EIN	2017-06-30	880400174
2016 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-23,066
Total unrealized appreciation/depreciation of assets	2016-06-30	$-23,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$16,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$20,939
Total income from all sources (including contributions)	2016-06-30	$15,501
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$134,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$97,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$30,462
Value of total assets at end of year	2016-06-30	$1,424,862
Value of total assets at beginning of year	2016-06-30	$1,548,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$36,717
Total interest from all sources	2016-06-30	$7
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$31,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$31,585
Administrative expenses professional fees incurred	2016-06-30	$19,175
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$700,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Administrative expenses (other) incurred	2016-06-30	$3,012
Liabilities. Value of operating payables at end of year	2016-06-30	$191
Liabilities. Value of operating payables at beginning of year	2016-06-30	$214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-119,207
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,408,727
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,527,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Assets. partnership/joint venture interests at end of year	2016-06-30	$70,025
Assets. partnership/joint venture interests at beginning of year	2016-06-30	$93,091
Investment advisory and management fees	2016-06-30	$14,530
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,305,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,422,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$49,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$33,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$33,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$7
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$97,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-23,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$30,462
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$15,944
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$20,725
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2016-06-30	880400174
2015 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$20,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$17,911
Total income from all sources (including contributions)	2015-06-30	$62,271
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$148,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$112,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$38,662
Value of total assets at end of year	2015-06-30	$1,548,873
Value of total assets at beginning of year	2015-06-30	$1,632,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$36,244
Total interest from all sources	2015-06-30	$3
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$44,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$44,982
Administrative expenses professional fees incurred	2015-06-30	$18,359
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$700,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Other income not declared elsewhere	2015-06-30	$900
Administrative expenses (other) incurred	2015-06-30	$3,371
Liabilities. Value of operating payables at end of year	2015-06-30	$214
Liabilities. Value of operating payables at beginning of year	2015-06-30	$210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-86,391
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$1,527,934
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,614,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$93,091
Assets. partnership/joint venture interests at beginning of year	2015-06-30	$93,091
Investment advisory and management fees	2015-06-30	$14,514
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,422,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$1,499,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$33,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$39,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$39,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$112,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-22,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$38,662
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$20,725
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$17,701
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2015-06-30	880400174
2014 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$17,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$13,469
Total income from all sources (including contributions)	2014-06-30	$187,782
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$135,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$97,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$32,813
Value of total assets at end of year	2014-06-30	$1,632,236
Value of total assets at beginning of year	2014-06-30	$1,575,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$37,813
Total interest from all sources	2014-06-30	$4
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$36,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$36,558
Administrative expenses professional fees incurred	2014-06-30	$18,737
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$700,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Administrative expenses (other) incurred	2014-06-30	$5,283
Liabilities. Value of operating payables at end of year	2014-06-30	$210
Liabilities. Value of operating payables at beginning of year	2014-06-30	$228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$52,107
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,614,325
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,562,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Assets. partnership/joint venture interests at end of year	2014-06-30	$93,091
Assets. partnership/joint venture interests at beginning of year	2014-06-30	$93,091
Investment advisory and management fees	2014-06-30	$13,793
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$1,499,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,434,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$39,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$47,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$47,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$4
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$97,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$118,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$32,813
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$17,701
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$13,241
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2014-06-30	880400174
2013 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$13,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$12,096
Total income from all sources (including contributions)	2013-06-30	$124,090
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$105,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$70,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$19,449
Value of total assets at end of year	2013-06-30	$1,575,687
Value of total assets at beginning of year	2013-06-30	$1,555,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$34,748
Total interest from all sources	2013-06-30	$5
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$44,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$44,736
Administrative expenses professional fees incurred	2013-06-30	$18,049
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$700,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Administrative expenses (other) incurred	2013-06-30	$3,857
Liabilities. Value of operating payables at end of year	2013-06-30	$228
Liabilities. Value of operating payables at beginning of year	2013-06-30	$228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$18,556
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,562,218
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,543,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Assets. partnership/joint venture interests at end of year	2013-06-30	$93,091
Assets. partnership/joint venture interests at beginning of year	2013-06-30	$93,091
Investment advisory and management fees	2013-06-30	$12,842
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,434,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,443,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$47,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$19,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$19,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$5
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$70,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$59,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$19,449
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$13,241
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$11,868
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	BERRY & CO., CPA'S, LTD
Accountancy firm EIN	2013-06-30	880400174
2012 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$12,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$10,745
Total income from all sources (including contributions)	2012-06-30	$92,488
Total of all expenses incurred	2012-06-30	$101,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$68,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$19,211
Value of total assets at end of year	2012-06-30	$1,555,758
Value of total assets at beginning of year	2012-06-30	$1,563,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$32,944
Total interest from all sources	2012-06-30	$3
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$41,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$41,131
Administrative expenses professional fees incurred	2012-06-30	$17,834
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$700,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Administrative expenses (other) incurred	2012-06-30	$3,884
Liabilities. Value of operating payables at end of year	2012-06-30	$228
Liabilities. Value of operating payables at beginning of year	2012-06-30	$257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-9,332
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,543,662
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,552,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Assets. partnership/joint venture interests at end of year	2012-06-30	$93,091
Assets. partnership/joint venture interests at beginning of year	2012-06-30	$93,091
Investment advisory and management fees	2012-06-30	$11,226
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,443,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,449,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$19,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$20,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$20,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$68,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$32,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$19,211
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$11,868
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$10,488
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	BERRY & CO., CPA'S LTD
Accountancy firm EIN	2012-06-30	880400174
2011 : I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$10,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$11,109
Total income from all sources (including contributions)	2011-06-30	$171,330
Total of all expenses incurred	2011-06-30	$83,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$62,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$11,097
Value of total assets at end of year	2011-06-30	$1,563,739
Value of total assets at beginning of year	2011-06-30	$1,476,281
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$21,181
Total interest from all sources	2011-06-30	$2
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$40,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$40,803
Administrative expenses professional fees incurred	2011-06-30	$8,013
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$840,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Administrative expenses (other) incurred	2011-06-30	$4,267
Liabilities. Value of operating payables at end of year	2011-06-30	$257
Liabilities. Value of operating payables at beginning of year	2011-06-30	$260
Total non interest bearing cash at beginning of year	2011-06-30	$33,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$87,822
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,552,994
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,465,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Assets. partnership/joint venture interests at end of year	2011-06-30	$93,091
Assets. partnership/joint venture interests at beginning of year	2011-06-30	$93,091
Investment advisory and management fees	2011-06-30	$8,901
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,449,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,349,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$20,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$2
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$62,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$119,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$11,097
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$10,488
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$10,849
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	BERRY & CO. CPA'S LTD
Accountancy firm EIN	2011-06-30	880400174

Form 5500 Responses for I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND

2021: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	Yes
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	569
Insurance policy start date	2021-03-01
Insurance policy end date	2022-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,361
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $181,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	6797
Additional information about fees paid to insurance broker	$5,504 - FEES PAID; $1,293 - BONUS PAID
Insurance broker organization code?	3

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	362
Insurance policy start date	2020-03-01
Insurance policy end date	2021-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
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 $66,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	760
Insurance policy start date	2020-03-01
Insurance policy end date	2021-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $104,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	362
Insurance policy start date	2019-03-01
Insurance policy end date	2020-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
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 $60,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	760
Insurance policy start date	2019-03-01
Insurance policy end date	2020-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $96,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	352
Insurance policy start date	2018-03-01
Insurance policy end date	2019-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
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 $67,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	747
Insurance policy start date	2018-03-01
Insurance policy end date	2019-02-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,671
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $101,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1671
Additional information about fees paid to insurance broker	BONUS

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	777
Insurance policy start date	2017-03-01
Insurance policy end date	2018-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 $49,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	355
Insurance policy start date	2017-03-01
Insurance policy end date	2018-02-28
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	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
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 $50,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other welfare benefits provided	AD&D

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

675035G

Policy instance

Insurance contract or identification number	675035G
Number of Individuals Covered	727
Insurance policy start date	2017-03-01
Insurance policy end date	2018-02-28
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	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
Other welfare benefits provided	AD&D
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $22,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES I.B.E.W. LOCAL 769 HEALTH AND WELFARE FUND
Employer identification number (EIN):	866056282
NAIC Classification:	236200