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I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL 910 HEALTH & WELFARE FUND
Plan identification number 501

I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

TRUSTEES OF THE I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND
Employer identification number (EIN):166053626
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01MARK CAPONE JOHN O'DRISCOLL2018-11-15
5012015-07-01MARK CAPONE JOHN O'DRISCOLL2017-01-03
5012014-07-01JOHN LOVE JOHN O'DRISCOLL2015-12-14
5012013-07-01JOHN LOVE JAMES WILLIAMS2014-11-17
5012012-07-01JOHN LOVE JAMES WILLIAMS2013-11-05
5012011-07-01JOHN LOVE JAMES WILLIAMS2013-01-14
5012009-07-01JOHN LOVE JAMES WILLIAMS2010-12-02

Plan Statistics for I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND

Measure Date Value
2021: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01482
Total number of active participants reported on line 7a of the Form 55002021-07-01381
Number of retired or separated participants receiving benefits2021-07-01118
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01499
Number of employers contributing to the scheme2021-07-0143
2020: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01475
Total number of active participants reported on line 7a of the Form 55002020-07-01371
Number of retired or separated participants receiving benefits2020-07-01111
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01482
Number of employers contributing to the scheme2020-07-0143
2019: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01450
Total number of active participants reported on line 7a of the Form 55002019-07-01366
Number of retired or separated participants receiving benefits2019-07-01109
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01475
Number of employers contributing to the scheme2019-07-0143
2018: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01493
Total number of active participants reported on line 7a of the Form 55002018-07-01360
Number of retired or separated participants receiving benefits2018-07-0190
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01450
Number of employers contributing to the scheme2018-07-0152
2017: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01444
Total number of active participants reported on line 7a of the Form 55002017-07-01398
Number of retired or separated participants receiving benefits2017-07-0195
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01493
2015: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01424
Total number of active participants reported on line 7a of the Form 55002015-07-01374
Number of retired or separated participants receiving benefits2015-07-0185
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01459
2014: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01528
Total number of active participants reported on line 7a of the Form 55002014-07-01424
Number of retired or separated participants receiving benefits2014-07-0183
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01507
Number of employers contributing to the scheme2014-07-0141
2013: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01476
Total number of active participants reported on line 7a of the Form 55002013-07-01446
Number of retired or separated participants receiving benefits2013-07-0182
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01528
Number of employers contributing to the scheme2013-07-0142
2012: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01493
Total number of active participants reported on line 7a of the Form 55002012-07-01476
Number of retired or separated participants receiving benefits2012-07-0175
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01551
Number of employers contributing to the scheme2012-07-0148
2011: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01515
Total number of active participants reported on line 7a of the Form 55002011-07-01493
Number of retired or separated participants receiving benefits2011-07-0195
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01588
Number of employers contributing to the scheme2011-07-0146
2009: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01539
Total number of active participants reported on line 7a of the Form 55002009-07-01529
Number of retired or separated participants receiving benefits2009-07-0172
Total of all active and inactive participants2009-07-01601

Financial Data on I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND

Measure Date Value
2022 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-844,319
Total unrealized appreciation/depreciation of assets2022-06-30$-844,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$528,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$593,674
Total income from all sources (including contributions)2022-06-30$5,520,890
Total loss/gain on sale of assets2022-06-30$-252,998
Total of all expenses incurred2022-06-30$6,526,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$5,750,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$6,395,415
Value of total assets at end of year2022-06-30$9,344,067
Value of total assets at beginning of year2022-06-30$10,414,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$775,600
Total interest from all sources2022-06-30$118,333
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$89,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$104,599
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$318,583
Assets. Other investments not covered elsewhere at end of year2022-06-30$157,230
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$54,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$31,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$24,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$34,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$304,960
Other income not declared elsewhere2022-06-30$15,313
Administrative expenses (other) incurred2022-06-30$384,074
Liabilities. Value of operating payables at end of year2022-06-30$22,707
Liabilities. Value of operating payables at beginning of year2022-06-30$23,519
Total non interest bearing cash at end of year2022-06-30$187,594
Total non interest bearing cash at beginning of year2022-06-30$682,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,005,301
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,815,209
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,820,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$46,842
Income. Interest from US Government securities2022-06-30$118,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$931,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$793,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$793,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$269
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$31,649
Asset value of US Government securities at end of year2022-06-30$2,760,304
Asset value of US Government securities at beginning of year2022-06-30$2,603,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$6,076,832
Employer contributions (assets) at end of year2022-06-30$631,295
Employer contributions (assets) at beginning of year2022-06-30$672,457
Income. Dividends from common stock2022-06-30$89,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$5,718,942
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$1,902,622
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$2,056,226
Contract administrator fees2022-06-30$240,085
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$2,723,167
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$3,507,477
Liabilities. Value of benefit claims payable at end of year2022-06-30$471,212
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$265,195
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$18,783
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$19,641
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$11,781,335
Aggregate carrying amount (costs) on sale of assets2022-06-30$12,034,333
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2022-06-30161215909
2021 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$889,480
Total unrealized appreciation/depreciation of assets2021-06-30$889,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$593,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$389,193
Total income from all sources (including contributions)2021-06-30$6,861,719
Total loss/gain on sale of assets2021-06-30$116,185
Total of all expenses incurred2021-06-30$5,264,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$4,581,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$5,725,418
Value of total assets at end of year2021-06-30$10,414,184
Value of total assets at beginning of year2021-06-30$8,612,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$683,084
Total interest from all sources2021-06-30$106,029
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$24,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$94,524
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$298,668
Assets. Other investments not covered elsewhere at end of year2021-06-30$54,791
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$568,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$24,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$23,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$304,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$73,420
Administrative expenses (other) incurred2021-06-30$325,144
Liabilities. Value of operating payables at end of year2021-06-30$23,519
Liabilities. Value of operating payables at beginning of year2021-06-30$22,670
Total non interest bearing cash at end of year2021-06-30$682,661
Total non interest bearing cash at beginning of year2021-06-30$374,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,597,600
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,820,510
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$8,222,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$41,358
Income. Interest from US Government securities2021-06-30$105,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$793,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$786,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$786,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$232
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$34,099
Asset value of US Government securities at end of year2021-06-30$2,603,496
Asset value of US Government securities at beginning of year2021-06-30$1,573,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$5,426,750
Employer contributions (assets) at end of year2021-06-30$672,457
Employer contributions (assets) at beginning of year2021-06-30$515,367
Income. Dividends from common stock2021-06-30$24,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,546,936
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$2,056,226
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$2,368,703
Contract administrator fees2021-06-30$222,058
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$3,507,477
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$2,380,621
Liabilities. Value of benefit claims payable at end of year2021-06-30$265,195
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$293,103
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$19,641
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$20,499
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$9,452,450
Aggregate carrying amount (costs) on sale of assets2021-06-30$9,336,265
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2021-06-30161215909
2020 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$296,989
Total unrealized appreciation/depreciation of assets2020-06-30$296,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$389,193
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$486,790
Total income from all sources (including contributions)2020-06-30$6,286,139
Total loss/gain on sale of assets2020-06-30$90,966
Total of all expenses incurred2020-06-30$5,138,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$4,444,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$5,745,569
Value of total assets at end of year2020-06-30$8,612,103
Value of total assets at beginning of year2020-06-30$7,562,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$694,139
Total interest from all sources2020-06-30$122,428
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$30,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$109,775
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$300,517
Assets. Other investments not covered elsewhere at end of year2020-06-30$568,368
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$751,017
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$23,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$23,774
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$73,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$348,534
Administrative expenses (other) incurred2020-06-30$338,285
Liabilities. Value of operating payables at end of year2020-06-30$22,670
Liabilities. Value of operating payables at beginning of year2020-06-30$21,372
Total non interest bearing cash at end of year2020-06-30$374,256
Total non interest bearing cash at beginning of year2020-06-30$531,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,147,396
Value of net assets at end of year (total assets less liabilities)2020-06-30$8,222,910
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$7,075,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$35,031
Income. Interest from US Government securities2020-06-30$117,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$786,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$479,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$479,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$4,466
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$33,066
Asset value of US Government securities at end of year2020-06-30$1,573,712
Asset value of US Government securities at beginning of year2020-06-30$1,382,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$5,445,052
Employer contributions (assets) at end of year2020-06-30$515,367
Employer contributions (assets) at beginning of year2020-06-30$763,384
Income. Dividends from common stock2020-06-30$30,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,411,538
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$2,368,703
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$1,698,038
Contract administrator fees2020-06-30$211,048
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$2,380,621
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$1,911,157
Liabilities. Value of benefit claims payable at end of year2020-06-30$293,103
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$116,884
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$20,499
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$21,357
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$7,226,215
Aggregate carrying amount (costs) on sale of assets2020-06-30$7,135,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2020-06-30161215909
2019 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$245,857
Total unrealized appreciation/depreciation of assets2019-06-30$245,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$486,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$318,566
Total income from all sources (including contributions)2019-06-30$6,063,245
Total loss/gain on sale of assets2019-06-30$36,889
Total of all expenses incurred2019-06-30$4,561,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,920,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$5,625,673
Value of total assets at end of year2019-06-30$7,562,304
Value of total assets at beginning of year2019-06-30$5,892,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$641,618
Total interest from all sources2019-06-30$124,358
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$30,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$96,392
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$256,813
Assets. Other investments not covered elsewhere at end of year2019-06-30$751,017
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$209,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$23,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$23,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$348,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$184,029
Administrative expenses (other) incurred2019-06-30$323,648
Liabilities. Value of operating payables at end of year2019-06-30$21,372
Liabilities. Value of operating payables at beginning of year2019-06-30$23,327
Total non interest bearing cash at end of year2019-06-30$531,783
Total non interest bearing cash at beginning of year2019-06-30$306,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,501,475
Value of net assets at end of year (total assets less liabilities)2019-06-30$7,075,514
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,574,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$31,350
Income. Interest from US Government securities2019-06-30$118,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$479,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$348,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$348,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$5,499
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$35,068
Asset value of US Government securities at end of year2019-06-30$1,382,607
Asset value of US Government securities at beginning of year2019-06-30$1,525,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$5,368,860
Employer contributions (assets) at end of year2019-06-30$763,384
Employer contributions (assets) at beginning of year2019-06-30$529,237
Income. Dividends from common stock2019-06-30$30,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,885,084
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$1,698,038
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$1,395,531
Contract administrator fees2019-06-30$190,228
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$1,911,157
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$1,531,739
Liabilities. Value of benefit claims payable at end of year2019-06-30$116,884
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$111,210
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$21,357
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$22,215
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$4,259,507
Aggregate carrying amount (costs) on sale of assets2019-06-30$4,222,618
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2019-06-30161215909
2018 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-20,144
Total unrealized appreciation/depreciation of assets2018-06-30$-20,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$318,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$314,665
Total income from all sources (including contributions)2018-06-30$5,249,476
Total loss/gain on sale of assets2018-06-30$203,030
Total of all expenses incurred2018-06-30$5,342,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,734,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,945,950
Value of total assets at end of year2018-06-30$5,892,605
Value of total assets at beginning of year2018-06-30$5,982,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$608,023
Total interest from all sources2018-06-30$99,233
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$21,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$87,581
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$297,690
Assets. Other investments not covered elsewhere at end of year2018-06-30$209,865
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$311,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$23,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$18,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$184,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$115,953
Administrative expenses (other) incurred2018-06-30$304,126
Liabilities. Value of operating payables at end of year2018-06-30$23,327
Liabilities. Value of operating payables at beginning of year2018-06-30$20,331
Total non interest bearing cash at end of year2018-06-30$306,078
Total non interest bearing cash at beginning of year2018-06-30$221,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-93,384
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,574,039
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,667,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$28,968
Income. Interest from US Government securities2018-06-30$97,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$348,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$283,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$283,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,720
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$29,541
Asset value of US Government securities at end of year2018-06-30$1,525,610
Asset value of US Government securities at beginning of year2018-06-30$1,218,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$4,648,260
Employer contributions (assets) at end of year2018-06-30$529,237
Employer contributions (assets) at beginning of year2018-06-30$489,987
Income. Dividends from common stock2018-06-30$21,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,705,296
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$1,395,531
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$1,350,904
Contract administrator fees2018-06-30$187,348
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$1,531,739
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$2,064,300
Liabilities. Value of benefit claims payable at end of year2018-06-30$111,210
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$178,381
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$22,215
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$23,073
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$5,860,819
Aggregate carrying amount (costs) on sale of assets2018-06-30$5,657,789
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2018-06-30161215909
2016 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$35,319
Total unrealized appreciation/depreciation of assets2016-06-30$35,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$359,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$603,456
Total income from all sources (including contributions)2016-06-30$4,229,704
Total loss/gain on sale of assets2016-06-30$81,183
Total of all expenses incurred2016-06-30$4,810,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,057,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,006,655
Value of total assets at end of year2016-06-30$5,515,677
Value of total assets at beginning of year2016-06-30$6,339,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$752,595
Total interest from all sources2016-06-30$82,147
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$19,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$91,845
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$300,394
Assets. Other investments not covered elsewhere at end of year2016-06-30$228,619
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$583,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$16,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$166,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$147,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$92,093
Other income not declared elsewhere2016-06-30$5,392
Administrative expenses (other) incurred2016-06-30$423,465
Liabilities. Value of operating payables at end of year2016-06-30$28,489
Liabilities. Value of operating payables at beginning of year2016-06-30$65,457
Total non interest bearing cash at end of year2016-06-30$291,577
Total non interest bearing cash at beginning of year2016-06-30$343,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-580,591
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,155,804
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,736,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$29,424
Income. Interest from US Government securities2016-06-30$81,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$280,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$640,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$640,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$623
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$34,724
Asset value of US Government securities at end of year2016-06-30$1,195,781
Asset value of US Government securities at beginning of year2016-06-30$1,114,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,706,261
Employer contributions (assets) at end of year2016-06-30$513,977
Employer contributions (assets) at beginning of year2016-06-30$561,120
Income. Dividends from common stock2016-06-30$19,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,022,976
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$1,233,201
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$1,082,439
Contract administrator fees2016-06-30$207,861
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,731,584
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$1,823,211
Liabilities. Value of benefit claims payable at end of year2016-06-30$184,074
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$445,906
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$23,931
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$24,789
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$5,002,603
Aggregate carrying amount (costs) on sale of assets2016-06-30$4,921,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2016-06-30161215909
2015 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-1,679
Total unrealized appreciation/depreciation of assets2015-06-30$-1,679
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$603,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$311,906
Total income from all sources (including contributions)2015-06-30$4,760,273
Total loss/gain on sale of assets2015-06-30$120,852
Total of all expenses incurred2015-06-30$4,181,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,600,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$4,531,768
Value of total assets at end of year2015-06-30$6,339,851
Value of total assets at beginning of year2015-06-30$5,469,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$581,129
Total interest from all sources2015-06-30$70,559
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$23,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$77,646
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$324,426
Assets. Other investments not covered elsewhere at end of year2015-06-30$583,399
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$532,884
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$166,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$16,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$92,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$35,352
Other income not declared elsewhere2015-06-30$14,850
Administrative expenses (other) incurred2015-06-30$365,475
Liabilities. Value of operating payables at end of year2015-06-30$65,457
Liabilities. Value of operating payables at beginning of year2015-06-30$24,309
Total non interest bearing cash at end of year2015-06-30$343,007
Total non interest bearing cash at beginning of year2015-06-30$547,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$578,857
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,736,395
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,157,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$28,646
Income. Interest from US Government securities2015-06-30$69,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$640,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$147,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$147,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$877
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$28,552
Asset value of US Government securities at end of year2015-06-30$1,114,530
Asset value of US Government securities at beginning of year2015-06-30$771,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,207,342
Employer contributions (assets) at end of year2015-06-30$561,120
Employer contributions (assets) at beginning of year2015-06-30$595,963
Income. Dividends from common stock2015-06-30$23,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,571,735
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$1,082,439
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$1,002,481
Contract administrator fees2015-06-30$109,362
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$1,823,211
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$1,829,694
Liabilities. Value of benefit claims payable at end of year2015-06-30$445,906
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$252,245
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$24,789
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$25,646
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$3,780,819
Aggregate carrying amount (costs) on sale of assets2015-06-30$3,659,967
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2015-06-30161215909
2014 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$360,228
Total unrealized appreciation/depreciation of assets2014-06-30$360,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$311,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$398,421
Total income from all sources (including contributions)2014-06-30$5,049,391
Total loss/gain on sale of assets2014-06-30$530,100
Total of all expenses incurred2014-06-30$4,224,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,625,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$4,057,592
Value of total assets at end of year2014-06-30$5,469,444
Value of total assets at beginning of year2014-06-30$4,731,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$599,330
Total interest from all sources2014-06-30$71,477
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$21,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$106,019
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$367,835
Assets. Other investments not covered elsewhere at end of year2014-06-30$532,884
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$521,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$16,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$16,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$35,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$28,574
Other income not declared elsewhere2014-06-30$8,735
Administrative expenses (other) incurred2014-06-30$329,696
Liabilities. Value of operating payables at end of year2014-06-30$24,309
Liabilities. Value of operating payables at beginning of year2014-06-30$39,727
Total non interest bearing cash at end of year2014-06-30$547,856
Total non interest bearing cash at beginning of year2014-06-30$118,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$824,558
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,157,538
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$4,332,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at beginning of year2014-06-30$28,868
Investment advisory and management fees2014-06-30$27,804
Income. Interest from US Government securities2014-06-30$70,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$147,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$311,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$311,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$1,022
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$34,215
Asset value of US Government securities at end of year2014-06-30$771,015
Asset value of US Government securities at beginning of year2014-06-30$795,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,689,757
Employer contributions (assets) at end of year2014-06-30$595,963
Employer contributions (assets) at beginning of year2014-06-30$431,432
Income. Dividends from common stock2014-06-30$21,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,591,288
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$1,002,481
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$919,304
Contract administrator fees2014-06-30$135,811
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$1,829,694
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$1,561,826
Liabilities. Value of benefit claims payable at end of year2014-06-30$252,245
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$330,120
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$25,646
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$26,504
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$4,316,047
Aggregate carrying amount (costs) on sale of assets2014-06-30$3,785,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2014-06-30161215909
2013 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$94,905
Total unrealized appreciation/depreciation of assets2013-06-30$94,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$398,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$361,900
Total income from all sources (including contributions)2013-06-30$4,726,948
Total loss/gain on sale of assets2013-06-30$144,947
Total of all expenses incurred2013-06-30$4,573,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,979,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$4,395,164
Value of total assets at end of year2013-06-30$4,731,401
Value of total assets at beginning of year2013-06-30$4,541,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$593,896
Total interest from all sources2013-06-30$70,560
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$17,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$95,323
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$309,473
Assets. Other investments not covered elsewhere at end of year2013-06-30$521,824
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$46,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$16,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$15,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$28,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$60,786
Other income not declared elsewhere2013-06-30$4,044
Administrative expenses (other) incurred2013-06-30$344,565
Liabilities. Value of operating payables at end of year2013-06-30$39,727
Liabilities. Value of operating payables at beginning of year2013-06-30$32,904
Total non interest bearing cash at end of year2013-06-30$118,634
Total non interest bearing cash at beginning of year2013-06-30$375,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$153,660
Value of net assets at end of year (total assets less liabilities)2013-06-30$4,332,980
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,179,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$28,868
Assets. partnership/joint venture interests at beginning of year2013-06-30$28,819
Investment advisory and management fees2013-06-30$25,879
Income. Interest from US Government securities2013-06-30$63,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$311,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$93,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$93,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$7,049
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$32,861
Asset value of US Government securities at end of year2013-06-30$795,517
Asset value of US Government securities at beginning of year2013-06-30$1,172,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$4,085,691
Employer contributions (assets) at end of year2013-06-30$431,432
Employer contributions (assets) at beginning of year2013-06-30$488,617
Income. Dividends from common stock2013-06-30$17,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,946,531
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$919,304
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,047,975
Contract administrator fees2013-06-30$128,129
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$1,561,826
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$1,244,714
Liabilities. Value of benefit claims payable at end of year2013-06-30$330,120
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$268,210
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$26,504
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$27,361
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$3,005,121
Aggregate carrying amount (costs) on sale of assets2013-06-30$2,860,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2013-06-30161215909
2012 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-23,444
Total unrealized appreciation/depreciation of assets2012-06-30$-23,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$361,900
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$323,622
Total income from all sources (including contributions)2012-06-30$4,222,336
Total loss/gain on sale of assets2012-06-30$71,925
Total of all expenses incurred2012-06-30$4,166,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,581,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,101,660
Value of total assets at end of year2012-06-30$4,541,220
Value of total assets at beginning of year2012-06-30$4,446,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$584,691
Total interest from all sources2012-06-30$56,157
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$13,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$78,249
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$280,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$15,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$9,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$60,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$8,268
Other income not declared elsewhere2012-06-30$2,188
Administrative expenses (other) incurred2012-06-30$339,821
Liabilities. Value of operating payables at end of year2012-06-30$32,904
Liabilities. Value of operating payables at beginning of year2012-06-30$28,163
Total non interest bearing cash at end of year2012-06-30$375,949
Total non interest bearing cash at beginning of year2012-06-30$112,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$56,300
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,179,320
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,123,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$28,819
Assets. partnership/joint venture interests at beginning of year2012-06-30$28,509
Investment advisory and management fees2012-06-30$27,693
Income. Interest from US Government securities2012-06-30$56,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$140,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$274,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$274,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$35,284
Asset value of US Government securities at end of year2012-06-30$1,172,201
Asset value of US Government securities at beginning of year2012-06-30$1,435,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,821,352
Employer contributions (assets) at end of year2012-06-30$488,617
Employer contributions (assets) at beginning of year2012-06-30$472,451
Income. Dividends from common stock2012-06-30$13,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,546,061
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,047,975
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$779,033
Contract administrator fees2012-06-30$138,928
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$1,244,714
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$1,306,577
Liabilities. Value of benefit claims payable at end of year2012-06-30$268,210
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$287,191
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$27,361
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$28,218
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$4,691,150
Aggregate carrying amount (costs) on sale of assets2012-06-30$4,619,225
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2012-06-30161215909
2011 : I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$124,799
Total unrealized appreciation/depreciation of assets2011-06-30$124,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$323,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$360,340
Total income from all sources (including contributions)2011-06-30$4,272,951
Total loss/gain on sale of assets2011-06-30$155,313
Total of all expenses incurred2011-06-30$4,369,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,785,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,899,112
Value of total assets at end of year2011-06-30$4,446,642
Value of total assets at beginning of year2011-06-30$4,579,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$584,296
Total interest from all sources2011-06-30$69,660
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$18,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$74,061
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$284,047
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$13,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$9,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$13,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$8,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$45,455
Other income not declared elsewhere2011-06-30$5,435
Administrative expenses (other) incurred2011-06-30$352,626
Liabilities. Value of operating payables at end of year2011-06-30$28,163
Liabilities. Value of operating payables at beginning of year2011-06-30$22,853
Total non interest bearing cash at end of year2011-06-30$112,879
Total non interest bearing cash at beginning of year2011-06-30$126,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-96,465
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,123,020
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,219,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$28,509
Assets. partnership/joint venture interests at beginning of year2011-06-30$369,059
Investment advisory and management fees2011-06-30$25,914
Income. Interest from US Government securities2011-06-30$69,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$274,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$108,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$108,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$8
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$35,293
Asset value of US Government securities at end of year2011-06-30$1,435,333
Asset value of US Government securities at beginning of year2011-06-30$1,998,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$3,615,065
Employer contributions (assets) at end of year2011-06-30$472,451
Employer contributions (assets) at beginning of year2011-06-30$435,218
Income. Dividends from common stock2011-06-30$18,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,749,827
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$779,033
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$512,394
Contract administrator fees2011-06-30$131,695
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$1,306,577
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$973,339
Liabilities. Value of benefit claims payable at end of year2011-06-30$287,191
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$292,032
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$28,218
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$29,075
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$6,142,144
Aggregate carrying amount (costs) on sale of assets2011-06-30$5,986,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2011-06-30161215909

Form 5500 Responses for I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND

2021: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: I.B.E.W. LOCAL 910 HEALTH & WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10316
Policy instance 3
Insurance contract or identification numberSL10316
Number of Individuals Covered348
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $22,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,969
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered380
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,254
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered380
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,465
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 numberSL10316
Policy instance 3
Insurance contract or identification numberSL10316
Number of Individuals Covered328
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $26,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,483
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered360
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,265
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 numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered370
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,206
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered370
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,288
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 numberSL10316
Policy instance 3
Insurance contract or identification numberSL10316
Number of Individuals Covered326
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $25,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,354
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered370
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,212
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 numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered362
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,616
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered362
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,616
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 numberSL10316
Policy instance 3
Insurance contract or identification numberSL10316
Number of Individuals Covered315
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $23,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,608
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10316
Policy instance 3
Insurance contract or identification numberSL10316
Number of Individuals Covered305
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $18,805
Were dividends or retroactive rate refunds paid in cash?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,805
Insurance broker nameENV
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered358
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,549
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered358
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,550
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 numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered337
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30434
Policy instance 3
Insurance contract or identification numberHCL30434
Number of Individuals Covered278
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $17,954
Welfare Benefit Premiums Paid to CarrierUSD $119,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,954
Insurance broker nameENV
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered337
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,421
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered345
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30434
Policy instance 3
Insurance contract or identification numberHCL30434
Number of Individuals Covered297
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $18,170
Welfare Benefit Premiums Paid to CarrierUSD $121,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,170
Insurance broker nameENV
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered345
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST GREAT WEST (National Association of Insurance Commissioners NAIC id number: 79359 )
Policy contract number190849
Policy instance 3
Insurance contract or identification number190849
Number of Individuals Covered320
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerBROKER 4
Insurance broker nameEBS-RMSCO INC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30434
Policy instance 4
Insurance contract or identification numberHCL30434
Number of Individuals Covered324
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameEBS RMSCO INC
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered361
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,863
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered361
Insurance policy start date2013-04-01
Insurance policy end date2014-03-13
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,863
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 numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered401
Insurance policy start date2012-04-01
Insurance policy end date2012-03-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,445
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered401
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST GREAT WEST (National Association of Insurance Commissioners NAIC id number: 79359 )
Policy contract number190849
Policy instance 3
Insurance contract or identification number190849
Number of Individuals Covered320
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $22,957
Welfare Benefit Premiums Paid to CarrierUSD $153,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,957
Additional information about fees paid to insurance brokerBROKER 4
Insurance broker nameEBS-RMSCO INC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30434
Policy instance 4
Insurance contract or identification numberHCL30434
Number of Individuals Covered324
Insurance policy start date2013-04-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,901
Welfare Benefit Premiums Paid to CarrierUSD $32,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,901
Insurance broker nameEBS RMSCO INC
FIRST GREAT WEST (National Association of Insurance Commissioners NAIC id number: 79359 )
Policy contract number190849
Policy instance 3
Insurance contract or identification number190849
Number of Individuals Covered332
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $21,842
Welfare Benefit Premiums Paid to CarrierUSD $145,615
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered406
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,345
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 numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered406
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,463
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 numberG-2893
Policy instance 2
Insurance contract or identification numberG-2893
Number of Individuals Covered417
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Other welfare benefits providedACCIDENTAL DEATH DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST GREAT WEST (National Association of Insurance Commissioners NAIC id number: 79359 )
Policy contract number190849
Policy instance 3
Insurance contract or identification number190849
Number of Individuals Covered332
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $22,000
Welfare Benefit Premiums Paid to CarrierUSD $146,667
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 numberC-4184
Policy instance 1
Insurance contract or identification numberC-4184
Number of Individuals Covered417
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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