BOARD OF TRUSTEES OF IBEW has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW EASTERN STATES HEALTH & BENEFITS FUND
Measure | Date | Value |
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2022 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $83,823 |
Total plan liabilities at beginning of year | 2022-12-31 | $88,897 |
Total income from all sources | 2022-12-31 | $-4,827 |
Expenses. Total of all expenses incurred | 2022-12-31 | $174,819 |
Benefits paid (including direct rollovers) | 2022-12-31 | $117,372 |
Total plan assets at end of year | 2022-12-31 | $1,113,056 |
Total plan assets at beginning of year | 2022-12-31 | $1,297,776 |
Value of fidelity bond covering the plan | 2022-12-31 | $250,000 |
Total contributions received or receivable from participants | 2022-12-31 | $11,188 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $41,247 |
Other income received | 2022-12-31 | $-103,465 |
Net income (gross income less expenses) | 2022-12-31 | $-179,646 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,029,233 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,208,879 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $87,450 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $16,200 |
2021 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $88,897 |
Total plan liabilities at beginning of year | 2021-12-31 | $107,466 |
Total income from all sources | 2021-12-31 | $203,297 |
Expenses. Total of all expenses incurred | 2021-12-31 | $170,721 |
Benefits paid (including direct rollovers) | 2021-12-31 | $109,752 |
Total plan assets at end of year | 2021-12-31 | $1,297,776 |
Total plan assets at beginning of year | 2021-12-31 | $1,283,769 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Total contributions received or receivable from participants | 2021-12-31 | $831 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $44,769 |
Other income received | 2021-12-31 | $112,105 |
Net income (gross income less expenses) | 2021-12-31 | $32,576 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,208,879 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,176,303 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $90,361 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,200 |
2020 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $107,466 |
Total plan liabilities at beginning of year | 2020-12-31 | $109,578 |
Total income from all sources | 2020-12-31 | $186,330 |
Expenses. Total of all expenses incurred | 2020-12-31 | $157,632 |
Benefits paid (including direct rollovers) | 2020-12-31 | $103,732 |
Total plan assets at end of year | 2020-12-31 | $1,283,769 |
Total plan assets at beginning of year | 2020-12-31 | $1,257,183 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $37,700 |
Other income received | 2020-12-31 | $102,984 |
Net income (gross income less expenses) | 2020-12-31 | $28,698 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,176,303 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,147,605 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $83,346 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $16,200 |
2019 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $109,578 |
Total plan liabilities at beginning of year | 2019-12-31 | $128,439 |
Total income from all sources | 2019-12-31 | $215,947 |
Expenses. Total of all expenses incurred | 2019-12-31 | $144,070 |
Benefits paid (including direct rollovers) | 2019-12-31 | $77,541 |
Total plan assets at end of year | 2019-12-31 | $1,257,183 |
Total plan assets at beginning of year | 2019-12-31 | $1,204,167 |
Total contributions received or receivable from participants | 2019-12-31 | $721 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $49,860 |
Other income received | 2019-12-31 | $147,317 |
Net income (gross income less expenses) | 2019-12-31 | $71,877 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,147,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,075,728 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $67,909 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $16,669 |
2018 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $128,439 |
Total plan liabilities at beginning of year | 2018-12-31 | $140,457 |
Total income from all sources | 2018-12-31 | $32,904 |
Expenses. Total of all expenses incurred | 2018-12-31 | $155,172 |
Benefits paid (including direct rollovers) | 2018-12-31 | $100,003 |
Total plan assets at end of year | 2018-12-31 | $1,204,167 |
Total plan assets at beginning of year | 2018-12-31 | $1,338,453 |
Total contributions received or receivable from participants | 2018-12-31 | $1,367 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $55,169 |
Other income received | 2018-12-31 | $-31,266 |
Net income (gross income less expenses) | 2018-12-31 | $-122,268 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,075,728 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,197,996 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $62,803 |
2017 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $140,457 |
Total plan liabilities at beginning of year | 2017-12-31 | $135,402 |
Total income from all sources | 2017-12-31 | $581,582 |
Expenses. Total of all expenses incurred | 2017-12-31 | $521,514 |
Benefits paid (including direct rollovers) | 2017-12-31 | $468,324 |
Total plan assets at end of year | 2017-12-31 | $1,338,453 |
Total plan assets at beginning of year | 2017-12-31 | $1,273,330 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $4,482 |
Other income received | 2017-12-31 | $117,517 |
Net income (gross income less expenses) | 2017-12-31 | $60,068 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,197,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,137,928 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $464,065 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $48,708 |
2016 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $33,922 |
Total plan liabilities at beginning of year | 2016-12-31 | $29,880 |
Total income from all sources | 2016-12-31 | $686,149 |
Expenses. Total of all expenses incurred | 2016-12-31 | $686,058 |
Benefits paid (including direct rollovers) | 2016-12-31 | $634,485 |
Total plan assets at end of year | 2016-12-31 | $1,273,330 |
Total plan assets at beginning of year | 2016-12-31 | $1,269,197 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,793 |
Other income received | 2016-12-31 | $67,451 |
Net income (gross income less expenses) | 2016-12-31 | $91 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,239,408 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,239,317 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $618,698 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $44,780 |
2015 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $29,880 |
Total plan liabilities at beginning of year | 2015-12-31 | $17,696 |
Total income from all sources | 2015-12-31 | $902,723 |
Expenses. Total of all expenses incurred | 2015-12-31 | $908,973 |
Benefits paid (including direct rollovers) | 2015-12-31 | $850,168 |
Total plan assets at end of year | 2015-12-31 | $1,269,197 |
Total plan assets at beginning of year | 2015-12-31 | $1,263,263 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $58,805 |
Other income received | 2015-12-31 | $970 |
Net income (gross income less expenses) | 2015-12-31 | $-6,250 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,239,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,245,567 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $901,753 |
2014 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2014 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,696 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $136,211 |
Total income from all sources (including contributions) | 2014-12-31 | $1,115,584 |
Total loss/gain on sale of assets | 2014-12-31 | $33,919 |
Total of all expenses incurred | 2014-12-31 | $1,103,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,047,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,042,562 |
Value of total assets at end of year | 2014-12-31 | $1,263,263 |
Value of total assets at beginning of year | 2014-12-31 | $1,369,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $55,859 |
Total interest from all sources | 2014-12-31 | $1,596 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $22,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $12,270 |
Administrative expenses professional fees incurred | 2014-12-31 | $27,557 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,345 |
Administrative expenses (other) incurred | 2014-12-31 | $6,844 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $17,696 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $29,868 |
Total non interest bearing cash at end of year | 2014-12-31 | $49,510 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $36,378 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $12,363 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,245,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,233,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $7,318 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $958,070 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $116,095 |
Income. Interest from US Government securities | 2014-12-31 | $1,245 |
Income. Interest from corporate debt instruments | 2014-12-31 | $335 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $185,910 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $52,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $52,095 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $16 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,047,362 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $207,689 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,311 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,042,562 |
Employer contributions (assets) at end of year | 2014-12-31 | $67,958 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $163,970 |
Income. Dividends from common stock | 2014-12-31 | $9,926 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $44,287 |
Contract administrator fees | 2014-12-31 | $14,140 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $746,803 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $106,343 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $1,815 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $753 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,201,260 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,167,341 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GOULD KOBRICK & SCHLAPP PC |
Accountancy firm EIN | 2014-12-31 | 133082707 |
2013 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2013 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $78,807 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $78,807 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $136,211 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $35,818 |
Total income from all sources (including contributions) | 2013-12-31 | $1,426,988 |
Total loss/gain on sale of assets | 2013-12-31 | $58,751 |
Total of all expenses incurred | 2013-12-31 | $1,290,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,231,811 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,261,169 |
Value of total assets at end of year | 2013-12-31 | $1,369,415 |
Value of total assets at beginning of year | 2013-12-31 | $1,132,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,994 |
Total interest from all sources | 2013-12-31 | $6,124 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $25,857 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $10,025 |
Administrative expenses professional fees incurred | 2013-12-31 | $25,216 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,992 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,345 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,385 |
Other income not declared elsewhere | 2013-12-31 | $5,474 |
Administrative expenses (other) incurred | 2013-12-31 | $9,169 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $29,868 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $35,818 |
Total non interest bearing cash at end of year | 2013-12-31 | $36,378 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $31,327 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $136,183 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,233,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,097,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $11,409 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $116,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $117,629 |
Income. Interest from US Government securities | 2013-12-31 | $4,451 |
Income. Interest from corporate debt instruments | 2013-12-31 | $1,673 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $52,095 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $24,813 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $24,813 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,231,811 |
Asset value of US Government securities at end of year | 2013-12-31 | $207,689 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $221,881 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-9,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,257,177 |
Employer contributions (assets) at end of year | 2013-12-31 | $163,970 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $78,764 |
Income. Dividends from common stock | 2013-12-31 | $15,832 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $44,287 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $44,712 |
Contract administrator fees | 2013-12-31 | $13,200 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $746,803 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $610,960 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $106,343 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $753 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $1,368 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $413,025 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $354,274 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GOULD KOBRICK & SCHLAPP PC |
Accountancy firm EIN | 2013-12-31 | 133082707 |
2012 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2012 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $42,991 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $42,991 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,818 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $120,905 |
Total income from all sources (including contributions) | 2012-12-31 | $1,339,462 |
Total loss/gain on sale of assets | 2012-12-31 | $32,371 |
Total of all expenses incurred | 2012-12-31 | $1,334,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,244,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,225,198 |
Value of total assets at end of year | 2012-12-31 | $1,132,839 |
Value of total assets at beginning of year | 2012-12-31 | $1,213,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $90,309 |
Total interest from all sources | 2012-12-31 | $7,123 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $21,755 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $5,884 |
Administrative expenses professional fees incurred | 2012-12-31 | $28,709 |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $10,035 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,385 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $24,204 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $104,204 |
Other income not declared elsewhere | 2012-12-31 | $36 |
Administrative expenses (other) incurred | 2012-12-31 | $37,039 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $35,818 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $16,701 |
Total non interest bearing cash at end of year | 2012-12-31 | $31,327 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $192,312 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,533 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,097,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,092,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $11,361 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $117,629 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $110,486 |
Income. Interest from US Government securities | 2012-12-31 | $5,217 |
Income. Interest from corporate debt instruments | 2012-12-31 | $1,906 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $24,813 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $32,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $32,082 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,244,620 |
Asset value of US Government securities at end of year | 2012-12-31 | $221,881 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $211,297 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $9,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,215,163 |
Employer contributions (assets) at end of year | 2012-12-31 | $78,764 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $62,746 |
Income. Dividends from common stock | 2012-12-31 | $15,871 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $44,712 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $39,446 |
Contract administrator fees | 2012-12-31 | $13,200 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $610,960 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $538,838 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $1,368 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $1,982 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $563,298 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $530,927 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GOULD KOBRICK & SCHLAPP PC |
Accountancy firm EIN | 2012-12-31 | 133082707 |
2011 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-52,864 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-52,864 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $120,905 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $18,250 |
Total income from all sources (including contributions) | 2011-12-31 | $1,225,320 |
Total loss/gain on sale of assets | 2011-12-31 | $23,913 |
Total of all expenses incurred | 2011-12-31 | $1,259,537 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,199,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,224,938 |
Value of total assets at end of year | 2011-12-31 | $1,213,393 |
Value of total assets at beginning of year | 2011-12-31 | $1,144,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $60,387 |
Total interest from all sources | 2011-12-31 | $8,193 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $16,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $6,576 |
Administrative expenses professional fees incurred | 2011-12-31 | $25,513 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $9,209 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $24,204 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $18,163 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $104,204 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,547 |
Other income not declared elsewhere | 2011-12-31 | $4,960 |
Administrative expenses (other) incurred | 2011-12-31 | $10,275 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $16,701 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $16,703 |
Total non interest bearing cash at end of year | 2011-12-31 | $192,312 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $79,563 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-34,217 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,092,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,126,705 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $11,328 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $110,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $99,488 |
Income. Interest from US Government securities | 2011-12-31 | $6,304 |
Income. Interest from corporate debt instruments | 2011-12-31 | $1,858 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $32,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $25,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $25,866 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $31 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,199,150 |
Asset value of US Government securities at end of year | 2011-12-31 | $211,297 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $218,970 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,215,729 |
Employer contributions (assets) at end of year | 2011-12-31 | $62,746 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $64,359 |
Income. Dividends from common stock | 2011-12-31 | $9,710 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $39,446 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $43,197 |
Contract administrator fees | 2011-12-31 | $13,271 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $538,838 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $594,847 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $1,982 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $502 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $553,762 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $529,849 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GOULD KOBRICK & SCHLAPP PC |
Accountancy firm EIN | 2011-12-31 | 133082707 |
2010 : IBEW EASTERN STATES HEALTH & BENEFITS FUND 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $45,172 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $45,172 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $18,250 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $24,885 |
Total income from all sources (including contributions) | 2010-12-31 | $1,296,663 |
Total loss/gain on sale of assets | 2010-12-31 | $57,879 |
Total of all expenses incurred | 2010-12-31 | $1,339,381 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,275,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,150,223 |
Value of total assets at end of year | 2010-12-31 | $1,144,955 |
Value of total assets at beginning of year | 2010-12-31 | $1,194,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $63,554 |
Total interest from all sources | 2010-12-31 | $10,793 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $20,712 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $11,149 |
Administrative expenses professional fees incurred | 2010-12-31 | $25,229 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $22,774 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $18,163 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $54,426 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,547 |
Other income not declared elsewhere | 2010-12-31 | $4,504 |
Administrative expenses (other) incurred | 2010-12-31 | $13,515 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $16,703 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $24,250 |
Total non interest bearing cash at end of year | 2010-12-31 | $79,563 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-42,718 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,126,705 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,169,423 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $11,610 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $99,488 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $91,784 |
Interest earned on other investments | 2010-12-31 | $54 |
Income. Interest from US Government securities | 2010-12-31 | $7,124 |
Income. Interest from corporate debt instruments | 2010-12-31 | $3,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $25,866 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $56,567 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $56,567 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $12 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,275,827 |
Asset value of US Government securities at end of year | 2010-12-31 | $218,970 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $228,334 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $7,380 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,127,449 |
Employer contributions (assets) at end of year | 2010-12-31 | $64,359 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $89,588 |
Income. Dividends from common stock | 2010-12-31 | $9,563 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $43,197 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $52,072 |
Contract administrator fees | 2010-12-31 | $13,200 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $594,847 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $617,492 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $635 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $502 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $1,689 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $576,451 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $518,572 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GOULD KOBRICK & SCHLAPP PC |
Accountancy firm EIN | 2010-12-31 | 133082707 |
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | A67483 |
Policy instance | 1 |
Insurance contract or identification number | A67483 | Number of Individuals Covered | 8 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $4,716 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $117,372 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,716 | Insurance broker organization code? | 3 |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | A67483 |
Policy instance | 1 |
Insurance contract or identification number | A67483 | Number of Individuals Covered | 8 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,368 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $109,752 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,368 | Insurance broker organization code? | 3 |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | A67483 |
Policy instance | 1 |
Insurance contract or identification number | A67483 | Number of Individuals Covered | 9 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,140 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $94,341 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,140 | Insurance broker organization code? | 3 |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | A67483 |
Policy instance | 1 |
Insurance contract or identification number | A67483 | Number of Individuals Covered | 12 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,902 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $82,042 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,902 | Insurance broker organization code? | 3 |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | A67483 |
Policy instance | 1 |
Insurance contract or identification number | A67483 | Number of Individuals Covered | 16 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $5,713 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $66,597 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,713 | Insurance broker organization code? | 3 |
|
EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | A67483 |
Policy instance | 2 |
Insurance contract or identification number | A67483 | Number of Individuals Covered | 35 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $21,320 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $502,455 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,320 | Insurance broker organization code? | 3 | Insurance broker name | BPAS ACTUARIAL AND PENSION SERVICES |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 3 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 45 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2017-12-31 | Total amount of fees paid to insurance company | USD $466 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP | Welfare Benefit Premiums Paid to Carrier | USD $3,104 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 466 | Insurance broker organization code? | 3 | Insurance broker name | WINSTON FINANCIAL SERVICES INC |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 1 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 42 | Insurance policy start date | 2016-04-01 | Insurance policy end date | 2017-03-31 | Total amount of fees paid to insurance company | USD $664 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP | Welfare Benefit Premiums Paid to Carrier | USD $4,426 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 664 | Insurance broker organization code? | 3 | Insurance broker name | WINSTON FINANCIAL SERVICES INC |
|
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
Policy contract number | 00041139 |
Policy instance | 2 |
Insurance contract or identification number | 00041139 | Number of Individuals Covered | 61 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of fees paid to insurance company | USD $36,241 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $841,330 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 36241 | Insurance broker organization code? | 3 | Insurance broker name | HARBRIDGE CONSULTING GROUP LLC |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 3 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 66 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $969 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP,LIFSUP1 | Welfare Benefit Premiums Paid to Carrier | USD $6,460 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $969 | Insurance broker organization code? | 3 | Insurance broker name | WINSTON FINANCIAL SERVICES INC |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C3908 |
Policy instance | 1 |
Insurance contract or identification number | C3908 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,256 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C3908 |
Policy instance | 1 |
Insurance contract or identification number | C3908 | Number of Individuals Covered | 14 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,059 | 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 | 680106G |
Policy instance | 3 |
Insurance contract or identification number | 680106G | Number of Individuals Covered | 24 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,478 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 4 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 128 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $1,329 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP,LIFSUP1 | Welfare Benefit Premiums Paid to Carrier | USD $10,207 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,329 | Insurance broker organization code? | 3 | Insurance broker name | WINSTON FINANCIAL SERVICES INC |
|
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
Policy contract number | 00041139 |
Policy instance | 2 |
Insurance contract or identification number | 00041139 | Number of Individuals Covered | 70 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $46,647 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,023,395 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $46,647 | Insurance broker organization code? | 3 | Insurance broker name | HARBRIDGE CONSULTING GROUP LLC |
|
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 4 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 155 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $1,250 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP,LIFSUP1 | Welfare Benefit Premiums Paid to Carrier | USD $9,169 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,250 | Insurance broker organization code? | 3 | Insurance broker name | WINSTON FINANCIAL SERVICES INC |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 680106G |
Policy instance | 3 |
Insurance contract or identification number | 680106G | Number of Individuals Covered | 16 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,988 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
Policy contract number | 00041139 |
Policy instance | 2 |
Insurance contract or identification number | 00041139 | Number of Individuals Covered | 109 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $40,417 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,203,021 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,417 | Insurance broker organization code? | 3 | Insurance broker name | HARBRIDGE CONSULTING GROUP LLC |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C3908 |
Policy instance | 1 |
Insurance contract or identification number | C3908 | Number of Individuals Covered | 40 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,196 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 680106G |
Policy instance | 2 |
Insurance contract or identification number | 680106G | Number of Individuals Covered | 17 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,559 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
Policy contract number | 00041139 |
Policy instance | 3 |
Insurance contract or identification number | 00041139 | Number of Individuals Covered | 107 | Total amount of commissions paid to insurance broker | USD $46,924 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,207,577 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $46,924 | Insurance broker organization code? | 3 | Insurance broker name | HARBRIDGE CONSULTING GROUP LLC |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C-3908 |
Policy instance | 4 |
Insurance contract or identification number | C-3908 | Number of Individuals Covered | 46 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,470 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 1 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 165 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of fees paid to insurance company | USD $1,245 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP,LIFSUP1 | Welfare Benefit Premiums Paid to Carrier | USD $9,094 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1245 | Insurance broker organization code? | 3 | Insurance broker name | WINSTON FINANCIAL SERVICES INC |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 1 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 168 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $1,223 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP,LIFSUP1 | Welfare Benefit Premiums Paid to Carrier | USD $8,499 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 680106G |
Policy instance | 2 |
Insurance contract or identification number | 680106G | Number of Individuals Covered | 17 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,104 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
Policy contract number | 00041139 |
Policy instance | 3 |
Insurance contract or identification number | 00041139 | Number of Individuals Covered | 119 | Total amount of commissions paid to insurance broker | USD $39,734 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C-3908 |
Policy instance | 4 |
Insurance contract or identification number | C-3908 | Number of Individuals Covered | 45 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,073 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 680106G |
Policy instance | 2 |
Insurance contract or identification number | 680106G | Number of Individuals Covered | 16 | Insurance policy start date | 2009-08-01 | Insurance policy end date | 2010-07-31 | Total amount of commissions paid to insurance broker | USD $254 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,275 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 ) |
Policy contract number | 00603 |
Policy instance | 3 |
Insurance contract or identification number | 00603 | Number of Individuals Covered | 226 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $24,858 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | C-3908 |
Policy instance | 4 |
Insurance contract or identification number | C-3908 | Number of Individuals Covered | 46 | Insurance policy start date | 2009-07-01 | Insurance policy end date | 2010-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,718 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
Policy contract number | FNYH893235 |
Policy instance | 1 |
Insurance contract or identification number | FNYH893235 | Number of Individuals Covered | 171 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,217 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD,DEPSP,LIFSUP1 | Welfare Benefit Premiums Paid to Carrier | USD $8,110 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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