?>
Logo

JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 401k Plan overview

Plan NameJOINT WELFARE FUND OF LOCAL UNION 164 IBEW
Plan identification number 501

JOINT WELFARE FUND OF LOCAL UNION 164 IBEW Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

JOINT WELFARE FUND LOCAL UNION 164 IBEW has sponsored the creation of one or more 401k plans.

Company Name:JOINT WELFARE FUND LOCAL UNION 164 IBEW
Employer identification number (EIN):221537766
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOINT WELFARE FUND OF LOCAL UNION 164 IBEW

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ROBERT FARINA2023-10-12 DANIEL GUMBLE2023-10-12
5012021-01-01ROBERT FARINA2022-10-15 DANIEL GUMBLE2022-10-15
5012020-01-01ROBERT FARINA2021-10-14 DANIEL GUMBLE2021-10-14
5012019-01-01ROBERT FARINA2020-10-12 DANIEL GUMBLE2020-10-12
5012018-01-01ROBERT FARINA2019-10-14 DANIEL GUMBLE2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01ROBERT FARINA
5012011-01-01ROBERT FARINA
5012010-01-01CHRIS STACHELSKI
5012009-01-01CHRIS STACHELSKI

Plan Statistics for JOINT WELFARE FUND OF LOCAL UNION 164 IBEW

401k plan membership statisitcs for JOINT WELFARE FUND OF LOCAL UNION 164 IBEW

Measure Date Value
2022: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2022 401k membership
Total participants, beginning-of-year2022-01-013,388
Total number of active participants reported on line 7a of the Form 55002022-01-012,465
Number of retired or separated participants receiving benefits2022-01-01965
Total of all active and inactive participants2022-01-013,430
Number of employers contributing to the scheme2022-01-01455
2021: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2021 401k membership
Total participants, beginning-of-year2021-01-013,354
Total number of active participants reported on line 7a of the Form 55002021-01-012,449
Number of retired or separated participants receiving benefits2021-01-01939
Total of all active and inactive participants2021-01-013,388
Number of employers contributing to the scheme2021-01-01455
2020: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2020 401k membership
Total participants, beginning-of-year2020-01-013,390
Total number of active participants reported on line 7a of the Form 55002020-01-012,453
Number of retired or separated participants receiving benefits2020-01-01901
Total of all active and inactive participants2020-01-013,354
Number of employers contributing to the scheme2020-01-01222
2019: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2019 401k membership
Total participants, beginning-of-year2019-01-013,327
Total number of active participants reported on line 7a of the Form 55002019-01-012,525
Number of retired or separated participants receiving benefits2019-01-01865
Total of all active and inactive participants2019-01-013,390
Number of employers contributing to the scheme2019-01-01194
2018: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2018 401k membership
Total participants, beginning-of-year2018-01-013,323
Total number of active participants reported on line 7a of the Form 55002018-01-012,460
Number of retired or separated participants receiving benefits2018-01-01867
Total of all active and inactive participants2018-01-013,327
Number of employers contributing to the scheme2018-01-01210
2017: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2017 401k membership
Total participants, beginning-of-year2017-01-013,383
Total number of active participants reported on line 7a of the Form 55002017-01-012,449
Number of retired or separated participants receiving benefits2017-01-01852
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-013,323
Number of employers contributing to the scheme2017-01-01216
2016: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2016 401k membership
Total participants, beginning-of-year2016-01-013,362
Total number of active participants reported on line 7a of the Form 55002016-01-012,475
Number of retired or separated participants receiving benefits2016-01-01864
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-013,383
Number of employers contributing to the scheme2016-01-01366
2015: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2015 401k membership
Total participants, beginning-of-year2015-01-013,260
Total number of active participants reported on line 7a of the Form 55002015-01-012,451
Number of retired or separated participants receiving benefits2015-01-01888
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-013,362
Number of employers contributing to the scheme2015-01-01246
2014: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2014 401k membership
Total participants, beginning-of-year2014-01-013,219
Total number of active participants reported on line 7a of the Form 55002014-01-012,393
Number of retired or separated participants receiving benefits2014-01-01845
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-013,260
Number of employers contributing to the scheme2014-01-01223
2013: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2013 401k membership
Total participants, beginning-of-year2013-01-013,217
Total number of active participants reported on line 7a of the Form 55002013-01-012,319
Number of retired or separated participants receiving benefits2013-01-01846
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-013,219
Number of employers contributing to the scheme2013-01-01212
2012: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2012 401k membership
Total participants, beginning-of-year2012-01-013,522
Total number of active participants reported on line 7a of the Form 55002012-01-012,310
Number of retired or separated participants receiving benefits2012-01-01844
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-013,217
Number of employers contributing to the scheme2012-01-01217
2011: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2011 401k membership
Total participants, beginning-of-year2011-01-013,619
Total number of active participants reported on line 7a of the Form 55002011-01-012,599
Number of retired or separated participants receiving benefits2011-01-01863
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-013,522
Number of employers contributing to the scheme2011-01-01276
2010: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2010 401k membership
Total participants, beginning-of-year2010-01-013,730
Total number of active participants reported on line 7a of the Form 55002010-01-012,668
Number of retired or separated participants receiving benefits2010-01-01859
Number of other retired or separated participants entitled to future benefits2010-01-0192
Total of all active and inactive participants2010-01-013,619
Number of employers contributing to the scheme2010-01-01239
2009: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2009 401k membership
Total participants, beginning-of-year2009-01-013,694
Total number of active participants reported on line 7a of the Form 55002009-01-012,771
Number of retired or separated participants receiving benefits2009-01-01840
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-013,730
Number of employers contributing to the scheme2009-01-01255

Financial Data on JOINT WELFARE FUND OF LOCAL UNION 164 IBEW

Measure Date Value
2022 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-21,561,200
Total unrealized appreciation/depreciation of assets2022-12-31$-21,561,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,582,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,571,356
Total income from all sources (including contributions)2022-12-31$47,993,072
Total loss/gain on sale of assets2022-12-31$-1,995,281
Total of all expenses incurred2022-12-31$79,153,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$75,353,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$73,734,666
Value of total assets at end of year2022-12-31$184,259,493
Value of total assets at beginning of year2022-12-31$215,408,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,800,028
Total interest from all sources2022-12-31$4,310,203
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$243,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$258,402
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,439,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,705,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,690,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$688,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$783,812
Other income not declared elsewhere2022-12-31$1,638,830
Administrative expenses (other) incurred2022-12-31$2,476,884
Liabilities. Value of operating payables at end of year2022-12-31$299,620
Liabilities. Value of operating payables at beginning of year2022-12-31$241,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,160,476
Value of net assets at end of year (total assets less liabilities)2022-12-31$182,676,797
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$213,837,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$340,783
Interest earned on other investments2022-12-31$969,628
Income. Interest from US Government securities2022-12-31$1,515,508
Income. Interest from corporate debt instruments2022-12-31$1,764,813
Value of interest in common/collective trusts at end of year2022-12-31$36,211,153
Value of interest in common/collective trusts at beginning of year2022-12-31$44,049,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,732,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,317,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,317,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$60,254
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$206,877
Asset value of US Government securities at end of year2022-12-31$70,934,108
Asset value of US Government securities at beginning of year2022-12-31$67,081,377
Net investment gain or loss from common/collective trusts2022-12-31$-8,377,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$72,295,221
Employer contributions (assets) at end of year2022-12-31$6,601,305
Employer contributions (assets) at beginning of year2022-12-31$6,167,081
Income. Dividends from common stock2022-12-31$243,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$75,146,643
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$45,234,110
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$62,314,508
Contract administrator fees2022-12-31$723,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$18,841,524
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$24,788,633
Liabilities. Value of benefit claims payable at end of year2022-12-31$594,800
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$545,700
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$81,432,362
Aggregate carrying amount (costs) on sale of assets2022-12-31$83,427,643
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-869,600
Total unrealized appreciation/depreciation of assets2021-12-31$-869,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,571,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,107,587
Total income from all sources (including contributions)2021-12-31$84,456,542
Total loss/gain on sale of assets2021-12-31$761,085
Total of all expenses incurred2021-12-31$72,675,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$68,891,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$71,875,598
Value of total assets at end of year2021-12-31$215,408,629
Value of total assets at beginning of year2021-12-31$203,164,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,784,385
Total interest from all sources2021-12-31$4,102,200
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$168,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$254,510
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,268,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,690,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,425,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$783,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$396,831
Other income not declared elsewhere2021-12-31$1,930,673
Administrative expenses (other) incurred2021-12-31$2,459,929
Liabilities. Value of operating payables at end of year2021-12-31$241,844
Liabilities. Value of operating payables at beginning of year2021-12-31$239,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,780,810
Value of net assets at end of year (total assets less liabilities)2021-12-31$213,837,273
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$202,056,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$349,351
Interest earned on other investments2021-12-31$998,854
Income. Interest from US Government securities2021-12-31$1,179,269
Income. Interest from corporate debt instruments2021-12-31$1,922,632
Value of interest in common/collective trusts at end of year2021-12-31$44,049,111
Value of interest in common/collective trusts at beginning of year2021-12-31$36,931,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,317,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$18,015,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$18,015,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,445
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$207,112
Asset value of US Government securities at end of year2021-12-31$67,081,377
Asset value of US Government securities at beginning of year2021-12-31$56,348,755
Net investment gain or loss from common/collective trusts2021-12-31$6,488,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$70,607,504
Employer contributions (assets) at end of year2021-12-31$6,167,081
Employer contributions (assets) at beginning of year2021-12-31$5,870,613
Income. Dividends from common stock2021-12-31$168,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$68,684,235
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$62,314,508
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$65,023,300
Contract administrator fees2021-12-31$720,595
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$24,788,633
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$19,549,131
Liabilities. Value of benefit claims payable at end of year2021-12-31$545,700
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$471,300
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$75,224,724
Aggregate carrying amount (costs) on sale of assets2021-12-31$74,463,639
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,920,502
Total unrealized appreciation/depreciation of assets2020-12-31$6,920,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,107,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,162,758
Total income from all sources (including contributions)2020-12-31$82,684,977
Total loss/gain on sale of assets2020-12-31$1,261,174
Total of all expenses incurred2020-12-31$62,175,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$58,775,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$64,055,600
Value of total assets at end of year2020-12-31$203,164,050
Value of total assets at beginning of year2020-12-31$182,710,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,400,886
Total interest from all sources2020-12-31$3,974,337
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$151,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$246,967
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,045,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,425,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,482,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$396,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$407,430
Other income not declared elsewhere2020-12-31$1,187,651
Administrative expenses (other) incurred2020-12-31$2,140,424
Liabilities. Value of operating payables at end of year2020-12-31$239,456
Liabilities. Value of operating payables at beginning of year2020-12-31$257,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,509,043
Value of net assets at end of year (total assets less liabilities)2020-12-31$202,056,463
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$181,547,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$309,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,681,741
Interest earned on other investments2020-12-31$833,061
Income. Interest from US Government securities2020-12-31$1,060,373
Income. Interest from corporate debt instruments2020-12-31$2,053,675
Value of interest in common/collective trusts at end of year2020-12-31$36,931,970
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$18,015,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,759,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,759,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$27,228
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$213,686
Asset value of US Government securities at end of year2020-12-31$56,348,755
Asset value of US Government securities at beginning of year2020-12-31$51,794,470
Net investment gain or loss from common/collective trusts2020-12-31$5,134,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$63,010,135
Employer contributions (assets) at end of year2020-12-31$5,870,613
Employer contributions (assets) at beginning of year2020-12-31$6,828,917
Income. Dividends from common stock2020-12-31$151,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$58,561,362
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$65,023,300
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$62,091,255
Contract administrator fees2020-12-31$704,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$19,549,131
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$15,072,282
Liabilities. Value of benefit claims payable at end of year2020-12-31$471,300
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$498,200
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$147,944,013
Aggregate carrying amount (costs) on sale of assets2020-12-31$146,682,839
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31222951202
2019 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,760,063
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,760,063
Total unrealized appreciation/depreciation of assets2019-12-31$7,760,063
Total unrealized appreciation/depreciation of assets2019-12-31$7,760,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,162,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,162,758
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,039,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,039,615
Total income from all sources (including contributions)2019-12-31$94,593,394
Total income from all sources (including contributions)2019-12-31$94,593,394
Total loss/gain on sale of assets2019-12-31$268,847
Total loss/gain on sale of assets2019-12-31$268,847
Total of all expenses incurred2019-12-31$69,969,893
Total of all expenses incurred2019-12-31$69,969,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,711,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,711,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$74,592,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$74,592,899
Value of total assets at end of year2019-12-31$182,710,178
Value of total assets at end of year2019-12-31$182,710,178
Value of total assets at beginning of year2019-12-31$157,963,534
Value of total assets at beginning of year2019-12-31$157,963,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,258,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,258,610
Total interest from all sources2019-12-31$3,864,165
Total interest from all sources2019-12-31$3,864,165
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$160,010
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$160,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$206,288
Administrative expenses professional fees incurred2019-12-31$206,288
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,029,352
Contributions received from participants2019-12-31$1,029,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,482,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,482,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,481,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,481,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$407,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$407,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$335,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$335,928
Other income not declared elsewhere2019-12-31$1,267,084
Other income not declared elsewhere2019-12-31$1,267,084
Administrative expenses (other) incurred2019-12-31$2,086,250
Administrative expenses (other) incurred2019-12-31$2,086,250
Liabilities. Value of operating payables at end of year2019-12-31$257,128
Liabilities. Value of operating payables at end of year2019-12-31$257,128
Liabilities. Value of operating payables at beginning of year2019-12-31$231,587
Liabilities. Value of operating payables at beginning of year2019-12-31$231,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,623,501
Value of net income/loss2019-12-31$24,623,501
Value of net assets at end of year (total assets less liabilities)2019-12-31$181,547,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$181,547,420
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$156,923,919
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$156,923,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$262,667
Investment advisory and management fees2019-12-31$262,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,681,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,681,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest earned on other investments2019-12-31$558,855
Interest earned on other investments2019-12-31$558,855
Income. Interest from US Government securities2019-12-31$1,056,375
Income. Interest from US Government securities2019-12-31$1,056,375
Income. Interest from corporate debt instruments2019-12-31$2,109,293
Income. Interest from corporate debt instruments2019-12-31$2,109,293
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$25,781,946
Value of interest in common/collective trusts at beginning of year2019-12-31$25,781,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,759,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,114,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,114,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,114,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,114,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$139,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$139,642
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$226,812
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$226,812
Asset value of US Government securities at end of year2019-12-31$51,794,470
Asset value of US Government securities at end of year2019-12-31$51,794,470
Asset value of US Government securities at beginning of year2019-12-31$41,577,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-5,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-5,140
Net investment gain or loss from common/collective trusts2019-12-31$6,685,466
Net investment gain or loss from common/collective trusts2019-12-31$6,685,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$73,563,547
Contributions received in cash from employer2019-12-31$73,563,547
Employer contributions (assets) at end of year2019-12-31$6,828,917
Employer contributions (assets) at end of year2019-12-31$6,828,917
Employer contributions (assets) at beginning of year2019-12-31$7,023,461
Employer contributions (assets) at beginning of year2019-12-31$7,023,461
Income. Dividends from common stock2019-12-31$160,010
Income. Dividends from common stock2019-12-31$160,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,484,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,484,471
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$62,091,255
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$62,091,255
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$55,864,241
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$55,864,241
Contract administrator fees2019-12-31$703,405
Contract administrator fees2019-12-31$703,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$15,072,282
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$15,072,282
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,120,601
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,120,601
Liabilities. Value of benefit claims payable at end of year2019-12-31$498,200
Liabilities. Value of benefit claims payable at end of year2019-12-31$498,200
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$472,100
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$472,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$40,171,206
Aggregate proceeds on sale of assets2019-12-31$40,171,206
Aggregate carrying amount (costs) on sale of assets2019-12-31$39,902,359
Aggregate carrying amount (costs) on sale of assets2019-12-31$39,902,359
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
Accountancy firm EIN2019-12-31222951202
2018 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,894,747
Total unrealized appreciation/depreciation of assets2018-12-31$-1,894,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,039,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,263,203
Total income from all sources (including contributions)2018-12-31$66,192,045
Total loss/gain on sale of assets2018-12-31$-492,223
Total of all expenses incurred2018-12-31$61,750,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$58,430,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$66,448,711
Value of total assets at end of year2018-12-31$157,963,534
Value of total assets at beginning of year2018-12-31$153,745,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,319,428
Total interest from all sources2018-12-31$3,253,959
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$147,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$200,522
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,106,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,481,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$934,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$335,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$643,199
Other income not declared elsewhere2018-12-31$1,421,045
Administrative expenses (other) incurred2018-12-31$2,180,729
Liabilities. Value of operating payables at end of year2018-12-31$231,587
Liabilities. Value of operating payables at beginning of year2018-12-31$180,804
Total non interest bearing cash at end of year2018-12-31$1,532,124
Total non interest bearing cash at beginning of year2018-12-31$3,363,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,441,685
Value of net assets at end of year (total assets less liabilities)2018-12-31$156,923,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$152,482,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$244,642
Income. Interest from US Government securities2018-12-31$1,354,908
Income. Interest from corporate debt instruments2018-12-31$1,871,258
Value of interest in common/collective trusts at end of year2018-12-31$25,781,946
Value of interest in common/collective trusts at beginning of year2018-12-31$27,974,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,582,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,904,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,904,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$27,793
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$226,274
Asset value of US Government securities at end of year2018-12-31$41,577,390
Asset value of US Government securities at beginning of year2018-12-31$37,612,861
Net investment gain or loss from common/collective trusts2018-12-31$-2,692,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$65,342,629
Employer contributions (assets) at end of year2018-12-31$7,023,461
Employer contributions (assets) at beginning of year2018-12-31$7,695,332
Income. Dividends from common stock2018-12-31$147,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$58,204,658
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$55,864,241
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$55,249,077
Contract administrator fees2018-12-31$693,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$11,120,601
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$11,011,678
Liabilities. Value of benefit claims payable at end of year2018-12-31$472,100
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$439,200
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$19,591,767
Aggregate carrying amount (costs) on sale of assets2018-12-31$20,083,990
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31222951202
2017 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,553,587
Total unrealized appreciation/depreciation of assets2017-12-31$2,553,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,263,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,192,873
Total income from all sources (including contributions)2017-12-31$81,919,076
Total loss/gain on sale of assets2017-12-31$-513,945
Total of all expenses incurred2017-12-31$58,071,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,295,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$71,357,712
Value of total assets at end of year2017-12-31$153,745,437
Value of total assets at beginning of year2017-12-31$129,827,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,775,506
Total interest from all sources2017-12-31$2,731,434
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$138,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$221,822
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,255,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$934,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$757,995
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$643,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$652,938
Other income not declared elsewhere2017-12-31$944,048
Administrative expenses (other) incurred2017-12-31$2,610,582
Liabilities. Value of operating payables at end of year2017-12-31$180,804
Liabilities. Value of operating payables at beginning of year2017-12-31$131,835
Total non interest bearing cash at end of year2017-12-31$3,363,163
Total non interest bearing cash at beginning of year2017-12-31$1,518,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,847,796
Value of net assets at end of year (total assets less liabilities)2017-12-31$152,482,234
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$128,634,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$244,374
Interest earned on other investments2017-12-31$5,284
Income. Interest from US Government securities2017-12-31$886,807
Income. Interest from corporate debt instruments2017-12-31$1,809,844
Value of interest in common/collective trusts at end of year2017-12-31$27,974,565
Value of interest in common/collective trusts at beginning of year2017-12-31$22,816,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,904,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16,272,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16,272,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$29,499
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$222,712
Asset value of US Government securities at end of year2017-12-31$37,612,861
Asset value of US Government securities at beginning of year2017-12-31$29,987,087
Net investment gain or loss from common/collective trusts2017-12-31$4,708,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$70,102,548
Employer contributions (assets) at end of year2017-12-31$7,695,332
Employer contributions (assets) at beginning of year2017-12-31$4,960,225
Income. Dividends from common stock2017-12-31$138,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,073,062
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$55,249,077
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$44,794,093
Contract administrator fees2017-12-31$698,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$11,011,678
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$8,721,091
Liabilities. Value of benefit claims payable at end of year2017-12-31$439,200
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$408,100
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$58,711,509
Aggregate carrying amount (costs) on sale of assets2017-12-31$59,225,454
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31222951202
2016 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,552,409
Total unrealized appreciation/depreciation of assets2016-12-31$-1,552,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,192,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,299,522
Total income from all sources (including contributions)2016-12-31$71,820,408
Total loss/gain on sale of assets2016-12-31$2,661,838
Total of all expenses incurred2016-12-31$50,006,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,271,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$65,381,455
Value of total assets at end of year2016-12-31$129,827,311
Value of total assets at beginning of year2016-12-31$108,120,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,734,817
Total interest from all sources2016-12-31$2,242,255
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$468,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$244,349
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,681,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$757,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$453,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$652,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$858,417
Other income not declared elsewhere2016-12-31$1,211,762
Administrative expenses (other) incurred2016-12-31$2,423,740
Liabilities. Value of operating payables at end of year2016-12-31$131,835
Liabilities. Value of operating payables at beginning of year2016-12-31$71,405
Total non interest bearing cash at end of year2016-12-31$1,518,217
Total non interest bearing cash at beginning of year2016-12-31$1,442,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$21,813,731
Value of net assets at end of year (total assets less liabilities)2016-12-31$128,634,438
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$106,820,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$380,646
Interest earned on other investments2016-12-31$18,827
Income. Interest from US Government securities2016-12-31$902,450
Income. Interest from corporate debt instruments2016-12-31$1,319,365
Value of interest in common/collective trusts at end of year2016-12-31$22,816,432
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16,272,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,537,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,537,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,613
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$217,924
Asset value of US Government securities at end of year2016-12-31$29,987,087
Asset value of US Government securities at beginning of year2016-12-31$25,678,359
Net investment gain or loss from common/collective trusts2016-12-31$1,406,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$62,699,550
Employer contributions (assets) at end of year2016-12-31$4,960,225
Employer contributions (assets) at beginning of year2016-12-31$5,215,437
Income. Dividends from common stock2016-12-31$468,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,053,936
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$44,794,093
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$38,156,852
Contract administrator fees2016-12-31$686,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$8,721,091
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$26,636,598
Liabilities. Value of benefit claims payable at end of year2016-12-31$408,100
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$369,700
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$27,880,929
Aggregate carrying amount (costs) on sale of assets2016-12-31$25,219,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31222951202
2015 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-2,492,573
Total unrealized appreciation/depreciation of assets2015-12-31$-2,492,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,299,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,315,234
Total income from all sources (including contributions)2015-12-31$68,983,273
Total loss/gain on sale of assets2015-12-31$436,397
Total of all expenses incurred2015-12-31$48,210,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,817,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$67,651,244
Value of total assets at end of year2015-12-31$108,120,229
Value of total assets at beginning of year2015-12-31$87,362,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,392,619
Total interest from all sources2015-12-31$1,857,166
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$491,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$154,682
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,803,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$453,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$337,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$858,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$840,629
Other income not declared elsewhere2015-12-31$1,039,420
Administrative expenses (other) incurred2015-12-31$2,233,299
Liabilities. Value of operating payables at end of year2015-12-31$71,405
Liabilities. Value of operating payables at beginning of year2015-12-31$150,205
Total non interest bearing cash at end of year2015-12-31$1,442,737
Total non interest bearing cash at beginning of year2015-12-31$1,021,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$20,772,993
Value of net assets at end of year (total assets less liabilities)2015-12-31$106,820,707
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$86,047,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$326,745
Income. Interest from US Government securities2015-12-31$509,534
Income. Interest from corporate debt instruments2015-12-31$1,059,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,537,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,644,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,644,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$288,168
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$199,490
Asset value of US Government securities at end of year2015-12-31$25,678,359
Asset value of US Government securities at beginning of year2015-12-31$17,764,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$64,848,020
Employer contributions (assets) at end of year2015-12-31$5,215,437
Employer contributions (assets) at beginning of year2015-12-31$5,983,637
Income. Dividends from common stock2015-12-31$491,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,618,171
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$38,156,852
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$29,971,930
Contract administrator fees2015-12-31$677,893
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$26,636,598
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$22,638,618
Liabilities. Value of benefit claims payable at end of year2015-12-31$369,700
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$324,400
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$436,397
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31222951202
2014 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-6,724
Total unrealized appreciation/depreciation of assets2014-12-31$-6,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,315,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$822,024
Total income from all sources (including contributions)2014-12-31$67,827,250
Total loss/gain on sale of assets2014-12-31$1,146,419
Total of all expenses incurred2014-12-31$40,127,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,688,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$64,324,072
Value of total assets at end of year2014-12-31$87,362,948
Value of total assets at beginning of year2014-12-31$59,170,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,438,993
Total interest from all sources2014-12-31$1,346,717
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$326,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$176,005
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,850,350
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$337,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$192,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$840,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$457,652
Other income not declared elsewhere2014-12-31$690,384
Administrative expenses (other) incurred2014-12-31$2,364,109
Liabilities. Value of operating payables at end of year2014-12-31$150,205
Liabilities. Value of operating payables at beginning of year2014-12-31$87,972
Total non interest bearing cash at end of year2014-12-31$1,021,923
Total non interest bearing cash at beginning of year2014-12-31$692,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,699,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$86,047,714
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,348,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$236,085
Income. Interest from US Government securities2014-12-31$495,440
Income. Interest from corporate debt instruments2014-12-31$835,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,644,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,131,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,131,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15,398
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$192,628
Asset value of US Government securities at end of year2014-12-31$17,764,896
Asset value of US Government securities at beginning of year2014-12-31$11,825,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$60,473,722
Employer contributions (assets) at end of year2014-12-31$5,983,637
Employer contributions (assets) at beginning of year2014-12-31$5,788,814
Income. Dividends from common stock2014-12-31$326,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,496,147
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$29,971,930
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$17,598,635
Contract administrator fees2014-12-31$662,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$22,638,618
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$13,941,646
Liabilities. Value of benefit claims payable at end of year2014-12-31$324,400
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$276,400
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$18,834,257
Aggregate carrying amount (costs) on sale of assets2014-12-31$17,687,838
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31222951202
2013 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,054,785
Total unrealized appreciation/depreciation of assets2013-12-31$1,054,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$822,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$913,307
Total income from all sources (including contributions)2013-12-31$62,558,379
Total loss/gain on sale of assets2013-12-31$576,086
Total of all expenses incurred2013-12-31$34,638,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$31,757,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$59,413,756
Value of total assets at end of year2013-12-31$59,170,256
Value of total assets at beginning of year2013-12-31$31,341,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,880,338
Total interest from all sources2013-12-31$704,195
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$174,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$179,955
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,114,039
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$192,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$89,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$457,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$526,421
Other income not declared elsewhere2013-12-31$634,720
Administrative expenses (other) incurred2013-12-31$1,919,007
Liabilities. Value of operating payables at end of year2013-12-31$87,972
Liabilities. Value of operating payables at beginning of year2013-12-31$161,286
Total non interest bearing cash at end of year2013-12-31$692,408
Total non interest bearing cash at beginning of year2013-12-31$3,426,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$27,920,188
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,348,232
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,428,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$128,958
Income. Interest from US Government securities2013-12-31$256,226
Income. Interest from corporate debt instruments2013-12-31$441,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,131,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,290,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,290,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,378
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$189,877
Asset value of US Government securities at end of year2013-12-31$11,825,110
Asset value of US Government securities at beginning of year2013-12-31$7,549,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$55,299,717
Employer contributions (assets) at end of year2013-12-31$5,788,814
Employer contributions (assets) at beginning of year2013-12-31$6,112,208
Income. Dividends from common stock2013-12-31$174,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,567,976
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$17,598,635
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,735,115
Contract administrator fees2013-12-31$652,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$13,941,646
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,137,642
Liabilities. Value of benefit claims payable at end of year2013-12-31$276,400
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$225,600
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,513,816
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,937,730
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31222951202
2012 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$308,345
Total unrealized appreciation/depreciation of assets2012-12-31$308,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$913,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,004,445
Total income from all sources (including contributions)2012-12-31$52,979,552
Total loss/gain on sale of assets2012-12-31$259,811
Total of all expenses incurred2012-12-31$34,344,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,664,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$51,452,330
Value of total assets at end of year2012-12-31$31,341,351
Value of total assets at beginning of year2012-12-31$12,796,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,679,719
Total interest from all sources2012-12-31$298,252
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$70,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$189,484
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,091,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$89,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$69,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$526,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$629,926
Other income not declared elsewhere2012-12-31$590,371
Administrative expenses (other) incurred2012-12-31$815,200
Liabilities. Value of operating payables at end of year2012-12-31$161,286
Liabilities. Value of operating payables at beginning of year2012-12-31$58,919
Total non interest bearing cash at end of year2012-12-31$3,426,276
Total non interest bearing cash at beginning of year2012-12-31$803,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,635,537
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,428,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,792,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$47,740
Income. Interest from US Government securities2012-12-31$114,246
Income. Interest from corporate debt instruments2012-12-31$180,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,290,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,348,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,348,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,586
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$190,128
Asset value of US Government securities at end of year2012-12-31$7,549,431
Asset value of US Government securities at beginning of year2012-12-31$2,013,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$47,360,791
Employer contributions (assets) at end of year2012-12-31$6,112,208
Employer contributions (assets) at beginning of year2012-12-31$3,789,335
Income. Dividends from common stock2012-12-31$70,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,474,168
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,735,115
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,734,980
Contract administrator fees2012-12-31$627,295
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,137,642
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,978,316
Liabilities. Value of benefit claims payable at end of year2012-12-31$225,600
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$315,600
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$58,224
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,304,222
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,044,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31222951202
2011 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-747,545
Total unrealized appreciation/depreciation of assets2011-12-31$-747,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,004,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$524,669
Total income from all sources (including contributions)2011-12-31$45,178,426
Total loss/gain on sale of assets2011-12-31$967,475
Total of all expenses incurred2011-12-31$50,889,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$48,146,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$43,321,570
Value of total assets at end of year2011-12-31$12,796,952
Value of total assets at beginning of year2011-12-31$18,028,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,743,002
Total interest from all sources2011-12-31$230,883
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$50,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$169,212
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,196,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$69,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$255,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$629,926
Other income not declared elsewhere2011-12-31$1,355,348
Administrative expenses (other) incurred2011-12-31$1,801,519
Liabilities. Value of operating payables at end of year2011-12-31$58,919
Liabilities. Value of operating payables at beginning of year2011-12-31$33,469
Total non interest bearing cash at end of year2011-12-31$803,860
Total non interest bearing cash at beginning of year2011-12-31$219,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,711,467
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,792,507
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,503,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$40,446
Income. Interest from US Government securities2011-12-31$42,663
Income. Interest from corporate debt instruments2011-12-31$165,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,348,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$676,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$676,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22,705
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,190,960
Asset value of US Government securities at end of year2011-12-31$2,013,840
Asset value of US Government securities at beginning of year2011-12-31$3,593,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$40,124,748
Employer contributions (assets) at end of year2011-12-31$3,789,335
Employer contributions (assets) at beginning of year2011-12-31$3,351,092
Income. Dividends from common stock2011-12-31$50,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,955,931
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,734,980
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,913,277
Contract administrator fees2011-12-31$731,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,978,316
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,947,072
Liabilities. Value of benefit claims payable at end of year2011-12-31$315,600
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$491,200
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$58,224
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$72,426
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$10,437,613
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,470,138
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31222951202
2010 : JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-109,600
Total unrealized appreciation/depreciation of assets2010-12-31$-109,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$524,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$461,011
Total income from all sources (including contributions)2010-12-31$40,936,913
Total loss/gain on sale of assets2010-12-31$1,532,283
Total of all expenses incurred2010-12-31$60,885,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$57,967,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$37,561,321
Value of total assets at end of year2010-12-31$18,028,643
Value of total assets at beginning of year2010-12-31$37,914,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,918,147
Total interest from all sources2010-12-31$514,322
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$135,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$127,566
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$660,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$255,347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$319,030
Other income not declared elsewhere2010-12-31$1,302,603
Administrative expenses (other) incurred2010-12-31$2,676,723
Liabilities. Value of operating payables at end of year2010-12-31$33,469
Liabilities. Value of operating payables at beginning of year2010-12-31$12,811
Total non interest bearing cash at end of year2010-12-31$219,188
Total non interest bearing cash at beginning of year2010-12-31$162,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-19,949,060
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,503,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,453,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$113,858
Income. Interest from US Government securities2010-12-31$125,654
Income. Interest from corporate debt instruments2010-12-31$377,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$676,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,078,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,078,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,321
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,580,604
Asset value of US Government securities at end of year2010-12-31$3,593,715
Asset value of US Government securities at beginning of year2010-12-31$10,322,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$36,900,811
Employer contributions (assets) at end of year2010-12-31$3,351,092
Employer contributions (assets) at beginning of year2010-12-31$3,497,537
Income. Dividends from common stock2010-12-31$135,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$56,387,222
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,913,277
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,013,664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,947,072
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9,427,058
Liabilities. Value of benefit claims payable at end of year2010-12-31$491,200
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$448,200
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$72,426
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$92,789
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$25,712,073
Aggregate carrying amount (costs) on sale of assets2010-12-31$24,179,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS A
Accountancy firm EIN2010-12-31222951202

Form 5500 Responses for JOINT WELFARE FUND OF LOCAL UNION 164 IBEW

2022: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOINT WELFARE FUND OF LOCAL UNION 164 IBEW 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00322NJ-03
Policy instance 1
Insurance contract or identification numberGB00322NJ-03
Number of Individuals Covered3498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $206,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00322NJ-03
Policy instance 1
Insurance contract or identification numberGB00322NJ-03
Number of Individuals Covered2671
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $188,901
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00322NJ-02
Policy instance 1
Insurance contract or identification numberGB00322NJ-02
Number of Individuals Covered2648
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $170,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number564241
Policy instance 1
Insurance contract or identification number564241
Number of Individuals Covered1842
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $968,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number564241
Policy instance 1
Insurance contract or identification number564241
Number of Individuals Covered2211
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $1,337,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3