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I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN
Plan identification number 501

I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

IBEW LOC.456 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOC.456 HEALTH & WELFARE FUND
Employer identification number (EIN):222317253
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2018-10-12
5012016-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2017-10-12
5012015-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2016-10-14
5012014-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2015-10-15
5012013-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2014-10-15
5012012-01-01FRANCIS T. LEAKE, TRUSTEE TERRANCE CRAIG, TRUSTEE2013-10-14
5012011-01-01FRANCIS T. LEAKE, TRUSTEE PAUL COFFEY, TRUSTEE2012-10-10
5012009-01-01FRANCIS T. LEAKE, TRUSTEE HARRY SASSAMAN, TRUSTEE2010-10-14

Plan Statistics for I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN

Measure Date Value
2022: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,267
Total number of active participants reported on line 7a of the Form 55002022-01-01755
Number of retired or separated participants receiving benefits2022-01-01514
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,269
Number of employers contributing to the scheme2022-01-01191
2021: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,277
Total number of active participants reported on line 7a of the Form 55002021-01-01774
Number of retired or separated participants receiving benefits2021-01-01493
Total of all active and inactive participants2021-01-011,267
Number of employers contributing to the scheme2021-01-01193
2020: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,258
Total number of active participants reported on line 7a of the Form 55002020-01-01794
Number of retired or separated participants receiving benefits2020-01-01483
Total of all active and inactive participants2020-01-011,277
Number of employers contributing to the scheme2020-01-01207
2019: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,245
Total number of active participants reported on line 7a of the Form 55002019-01-01799
Number of retired or separated participants receiving benefits2019-01-01459
Total of all active and inactive participants2019-01-011,258
Number of employers contributing to the scheme2019-01-01209
2018: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,239
Total number of active participants reported on line 7a of the Form 55002018-01-01801
Number of retired or separated participants receiving benefits2018-01-01444
Total of all active and inactive participants2018-01-011,245
Number of employers contributing to the scheme2018-01-01207
2017: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,234
Total number of active participants reported on line 7a of the Form 55002017-01-01802
Number of retired or separated participants receiving benefits2017-01-01437
Total of all active and inactive participants2017-01-011,239
Number of employers contributing to the scheme2017-01-01189
2016: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,227
Total number of active participants reported on line 7a of the Form 55002016-01-01801
Number of retired or separated participants receiving benefits2016-01-01433
Total of all active and inactive participants2016-01-011,234
Number of employers contributing to the scheme2016-01-01204
2015: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,226
Total number of active participants reported on line 7a of the Form 55002015-01-01817
Number of retired or separated participants receiving benefits2015-01-01410
Total of all active and inactive participants2015-01-011,227
Number of employers contributing to the scheme2015-01-01217
2014: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,210
Total number of active participants reported on line 7a of the Form 55002014-01-01823
Number of retired or separated participants receiving benefits2014-01-01403
Total of all active and inactive participants2014-01-011,226
Number of employers contributing to the scheme2014-01-01211
2013: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,234
Total number of active participants reported on line 7a of the Form 55002013-01-01808
Number of retired or separated participants receiving benefits2013-01-01402
Total of all active and inactive participants2013-01-011,210
Number of employers contributing to the scheme2013-01-01231
2012: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,243
Total number of active participants reported on line 7a of the Form 55002012-01-01843
Number of retired or separated participants receiving benefits2012-01-01391
Total of all active and inactive participants2012-01-011,234
Number of employers contributing to the scheme2012-01-01238
2011: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,223
Total number of active participants reported on line 7a of the Form 55002011-01-01850
Number of retired or separated participants receiving benefits2011-01-01393
Total of all active and inactive participants2011-01-011,243
Number of employers contributing to the scheme2011-01-01223
2009: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,232
Total number of active participants reported on line 7a of the Form 55002009-01-01849
Number of retired or separated participants receiving benefits2009-01-01345
Total of all active and inactive participants2009-01-011,194
Number of employers contributing to the scheme2009-01-01212

Financial Data on I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN

Measure Date Value
2022 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-13,053,022
Total unrealized appreciation/depreciation of assets2022-12-31$-13,053,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,606,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,100,266
Total income from all sources (including contributions)2022-12-31$8,432,896
Total loss/gain on sale of assets2022-12-31$1,115,282
Total of all expenses incurred2022-12-31$27,668,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,898,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,330,030
Value of total assets at end of year2022-12-31$66,828,884
Value of total assets at beginning of year2022-12-31$85,557,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$770,199
Total interest from all sources2022-12-31$29,110
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,453,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,453,893
Administrative expenses professional fees incurred2022-12-31$120,363
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$235,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$72,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$705,549
Other income not declared elsewhere2022-12-31$557,603
Administrative expenses (other) incurred2022-12-31$46,480
Liabilities. Value of operating payables at end of year2022-12-31$1,022,724
Liabilities. Value of operating payables at beginning of year2022-12-31$738,066
Total non interest bearing cash at end of year2022-12-31$657,354
Total non interest bearing cash at beginning of year2022-12-31$409,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,235,359
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,222,060
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$82,457,419
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$173,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,434,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,839,207
Interest earned on other investments2022-12-31$572
Income. Interest from corporate debt instruments2022-12-31$6,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,854,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,877,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,877,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,668
Asset value of US Government securities at end of year2022-12-31$8,609
Asset value of US Government securities at beginning of year2022-12-31$12,084
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$18,094,137
Employer contributions (assets) at end of year2022-12-31$2,180,087
Employer contributions (assets) at beginning of year2022-12-31$1,659,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,898,056
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,966,268
Contract administrator fees2022-12-31$429,643
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$5,620,791
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,088,817
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,584,100
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,362,200
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$1,115,282
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,271,820
Total unrealized appreciation/depreciation of assets2021-12-31$1,271,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,100,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,224,983
Total income from all sources (including contributions)2021-12-31$24,826,935
Total loss/gain on sale of assets2021-12-31$3,036,086
Total of all expenses incurred2021-12-31$24,980,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,157,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,489,139
Value of total assets at end of year2021-12-31$85,557,685
Value of total assets at beginning of year2021-12-31$85,836,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$823,268
Total interest from all sources2021-12-31$103,142
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,915,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,915,080
Administrative expenses professional fees incurred2021-12-31$125,277
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$252,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$705,549
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$671,785
Other income not declared elsewhere2021-12-31$11,668
Administrative expenses (other) incurred2021-12-31$52,736
Liabilities. Value of operating payables at end of year2021-12-31$738,066
Liabilities. Value of operating payables at beginning of year2021-12-31$1,139,383
Total non interest bearing cash at end of year2021-12-31$409,321
Total non interest bearing cash at beginning of year2021-12-31$1,832,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-153,885
Value of net assets at end of year (total assets less liabilities)2021-12-31$82,457,419
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,611,304
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$184,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,839,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,970,548
Interest earned on other investments2021-12-31$733
Income. Interest from corporate debt instruments2021-12-31$87,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,877,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,169,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,169,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14,571
Asset value of US Government securities at end of year2021-12-31$12,084
Asset value of US Government securities at beginning of year2021-12-31$115,475
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$18,237,125
Employer contributions (assets) at end of year2021-12-31$1,659,359
Employer contributions (assets) at beginning of year2021-12-31$2,335,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,157,552
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,966,268
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,584,848
Contract administrator fees2021-12-31$460,336
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$5,088,817
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,156,925
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,362,200
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,085,600
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$3,036,086
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,978,644
Total unrealized appreciation/depreciation of assets2020-12-31$4,978,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,224,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,680,820
Total income from all sources (including contributions)2020-12-31$31,039,695
Total loss/gain on sale of assets2020-12-31$1,487,061
Total of all expenses incurred2020-12-31$20,419,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,579,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$22,395,009
Value of total assets at end of year2020-12-31$85,836,287
Value of total assets at beginning of year2020-12-31$75,672,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$840,162
Total interest from all sources2020-12-31$126,994
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,369,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,369,201
Administrative expenses professional fees incurred2020-12-31$94,224
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$116,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$671,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$832,890
Other income not declared elsewhere2020-12-31$682,786
Administrative expenses (other) incurred2020-12-31$46,418
Liabilities. Value of operating payables at end of year2020-12-31$1,139,383
Liabilities. Value of operating payables at beginning of year2020-12-31$1,474,520
Total non interest bearing cash at end of year2020-12-31$1,832,563
Total non interest bearing cash at beginning of year2020-12-31$1,256,028
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$10,619,804
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,611,304
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$71,991,500
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$163,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$72,970,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,920,140
Interest earned on other investments2020-12-31$2,420
Income. Interest from US Government securities2020-12-31$4,843
Income. Interest from corporate debt instruments2020-12-31$101,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,169,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,096,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,096,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,804
Asset value of US Government securities at end of year2020-12-31$115,475
Asset value of US Government securities at beginning of year2020-12-31$148,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$22,278,543
Employer contributions (assets) at end of year2020-12-31$2,335,045
Employer contributions (assets) at beginning of year2020-12-31$2,890,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,579,729
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,584,848
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$2,738,228
Contract administrator fees2020-12-31$536,174
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$4,156,925
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,789,049
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,085,600
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,206,300
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$1,487,061
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,723,518
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,723,518
Total unrealized appreciation/depreciation of assets2019-12-31$6,723,518
Total unrealized appreciation/depreciation of assets2019-12-31$6,723,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,680,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,680,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,984,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,984,380
Total income from all sources (including contributions)2019-12-31$31,359,822
Total income from all sources (including contributions)2019-12-31$31,359,822
Total loss/gain on sale of assets2019-12-31$1,333,923
Total loss/gain on sale of assets2019-12-31$1,333,923
Total of all expenses incurred2019-12-31$23,450,012
Total of all expenses incurred2019-12-31$23,450,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,618,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,618,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,784,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,784,631
Value of total assets at end of year2019-12-31$75,672,320
Value of total assets at end of year2019-12-31$75,672,320
Value of total assets at beginning of year2019-12-31$67,066,070
Value of total assets at beginning of year2019-12-31$67,066,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$831,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$831,348
Total interest from all sources2019-12-31$169,034
Total interest from all sources2019-12-31$169,034
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,760,423
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,760,423
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,760,423
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,760,423
Administrative expenses professional fees incurred2019-12-31$105,910
Administrative expenses professional fees incurred2019-12-31$105,910
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$79,618
Contributions received from participants2019-12-31$79,618
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$2,303
Participant contributions at beginning of year2019-12-31$2,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$832,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$832,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,123,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,123,875
Other income not declared elsewhere2019-12-31$588,293
Other income not declared elsewhere2019-12-31$588,293
Administrative expenses (other) incurred2019-12-31$62,653
Administrative expenses (other) incurred2019-12-31$62,653
Liabilities. Value of operating payables at end of year2019-12-31$1,474,520
Liabilities. Value of operating payables at end of year2019-12-31$1,474,520
Liabilities. Value of operating payables at beginning of year2019-12-31$891,980
Liabilities. Value of operating payables at beginning of year2019-12-31$891,980
Total non interest bearing cash at end of year2019-12-31$1,256,028
Total non interest bearing cash at end of year2019-12-31$1,256,028
Total non interest bearing cash at beginning of year2019-12-31$262,289
Total non interest bearing cash at beginning of year2019-12-31$262,289
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$7,909,810
Value of net income/loss2019-12-31$7,909,810
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,991,500
Value of net assets at end of year (total assets less liabilities)2019-12-31$71,991,500
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,081,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,081,690
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$155,947
Investment advisory and management fees2019-12-31$155,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,920,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,920,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,822,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,822,428
Income. Interest from US Government securities2019-12-31$4,831
Income. Interest from US Government securities2019-12-31$4,831
Income. Interest from corporate debt instruments2019-12-31$141,139
Income. Interest from corporate debt instruments2019-12-31$141,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,096,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,096,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$524,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$524,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$524,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$524,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$23,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$23,064
Asset value of US Government securities at end of year2019-12-31$148,133
Asset value of US Government securities at end of year2019-12-31$148,133
Asset value of US Government securities at beginning of year2019-12-31$155,634
Asset value of US Government securities at beginning of year2019-12-31$155,634
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$20,705,013
Contributions received in cash from employer2019-12-31$20,705,013
Employer contributions (assets) at end of year2019-12-31$2,890,897
Employer contributions (assets) at end of year2019-12-31$2,890,897
Employer contributions (assets) at beginning of year2019-12-31$2,116,878
Employer contributions (assets) at beginning of year2019-12-31$2,116,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,618,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,618,664
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,738,228
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$2,738,228
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,456,547
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,456,547
Contract administrator fees2019-12-31$506,838
Contract administrator fees2019-12-31$506,838
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$3,789,049
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,789,049
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,601,766
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,601,766
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,206,300
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,206,300
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,092,400
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,092,400
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
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$1,333,923
Aggregate proceeds on sale of assets2019-12-31$1,333,923
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
Accountancy firm EIN2019-12-31222951202
2018 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,226,507
Total unrealized appreciation/depreciation of assets2018-12-31$-4,226,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,984,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,646,202
Total income from all sources (including contributions)2018-12-31$19,477,407
Total of all expenses incurred2018-12-31$24,514,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,641,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,450,463
Value of total assets at end of year2018-12-31$67,066,070
Value of total assets at beginning of year2018-12-31$71,765,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$873,025
Total interest from all sources2018-12-31$210,862
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,644,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,644,278
Administrative expenses professional fees incurred2018-12-31$109,509
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$76,657
Participant contributions at end of year2018-12-31$2,303
Participant contributions at beginning of year2018-12-31$2,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,123,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$641,859
Other income not declared elsewhere2018-12-31$398,311
Administrative expenses (other) incurred2018-12-31$48,725
Liabilities. Value of operating payables at end of year2018-12-31$891,980
Liabilities. Value of operating payables at beginning of year2018-12-31$1,290,202
Total non interest bearing cash at end of year2018-12-31$262,289
Total non interest bearing cash at beginning of year2018-12-31$660,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,037,109
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,081,690
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$69,118,799
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$155,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,822,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,887,639
Income. Interest from US Government securities2018-12-31$9,524
Income. Interest from corporate debt instruments2018-12-31$181,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$524,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,020,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,020,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,931
Asset value of US Government securities at end of year2018-12-31$155,634
Asset value of US Government securities at beginning of year2018-12-31$275,455
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$21,373,806
Employer contributions (assets) at end of year2018-12-31$2,116,878
Employer contributions (assets) at beginning of year2018-12-31$2,579,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,641,491
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,456,547
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,393,126
Contract administrator fees2018-12-31$559,402
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$2,601,766
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,303,755
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,092,400
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,356,000
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
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,630,953
Total unrealized appreciation/depreciation of assets2017-12-31$6,630,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,646,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,896,198
Total income from all sources (including contributions)2017-12-31$29,449,574
Total of all expenses incurred2017-12-31$24,795,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,978,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,711,335
Value of total assets at end of year2017-12-31$71,765,001
Value of total assets at beginning of year2017-12-31$66,360,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$816,279
Total interest from all sources2017-12-31$270,202
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,426,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,426,468
Administrative expenses professional fees incurred2017-12-31$96,274
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$194,460
Participant contributions at end of year2017-12-31$2,632
Participant contributions at beginning of year2017-12-31$3,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$641,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$479,604
Other income not declared elsewhere2017-12-31$410,616
Administrative expenses (other) incurred2017-12-31$55,388
Liabilities. Value of operating payables at end of year2017-12-31$1,290,202
Liabilities. Value of operating payables at beginning of year2017-12-31$650,198
Total non interest bearing cash at end of year2017-12-31$660,546
Total non interest bearing cash at beginning of year2017-12-31$3,609,979
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$4,654,467
Value of net assets at end of year (total assets less liabilities)2017-12-31$69,118,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,464,332
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$134,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$60,887,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,527,298
Income. Interest from US Government securities2017-12-31$13,542
Income. Interest from corporate debt instruments2017-12-31$228,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,020,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,145,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,145,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,437
Asset value of US Government securities at end of year2017-12-31$275,455
Asset value of US Government securities at beginning of year2017-12-31$394,119
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$20,516,875
Employer contributions (assets) at end of year2017-12-31$2,579,512
Employer contributions (assets) at beginning of year2017-12-31$2,075,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,978,828
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,393,126
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$5,125,215
Contract administrator fees2017-12-31$529,868
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$1,303,755
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,356,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,246,000
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
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,583,305
Total unrealized appreciation/depreciation of assets2016-12-31$1,583,305
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,896,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,121,407
Total income from all sources (including contributions)2016-12-31$26,636,460
Total of all expenses incurred2016-12-31$24,152,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,348,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,419,565
Value of total assets at end of year2016-12-31$66,360,530
Value of total assets at beginning of year2016-12-31$64,101,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$804,026
Total interest from all sources2016-12-31$450,721
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,259,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,063,142
Administrative expenses professional fees incurred2016-12-31$85,015
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$266,198
Participant contributions at end of year2016-12-31$3,948
Participant contributions at beginning of year2016-12-31$1,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$479,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$632,069
Other income not declared elsewhere2016-12-31$923,583
Administrative expenses (other) incurred2016-12-31$119,884
Liabilities. Value of operating payables at end of year2016-12-31$650,198
Liabilities. Value of operating payables at beginning of year2016-12-31$975,407
Total non interest bearing cash at end of year2016-12-31$3,609,979
Total non interest bearing cash at beginning of year2016-12-31$3,397,983
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$2,484,230
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,464,332
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,980,102
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$123,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$53,527,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,503,800
Income. Interest from corporate debt instruments2016-12-31$450,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,145,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,263,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,263,487
Asset value of US Government securities at end of year2016-12-31$394,119
Asset value of US Government securities at beginning of year2016-12-31$1,048,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$22,153,367
Employer contributions (assets) at end of year2016-12-31$2,075,122
Employer contributions (assets) at beginning of year2016-12-31$2,734,933
Income. Dividends from common stock2016-12-31$196,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,348,204
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$116,100
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$5,125,215
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$25,937,141
Contract administrator fees2016-12-31$475,925
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$16,466,174
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,246,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,146,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31222951202
2015 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,796,903
Total unrealized appreciation/depreciation of assets2015-12-31$-1,796,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,121,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,864,090
Total income from all sources (including contributions)2015-12-31$24,443,267
Total loss/gain on sale of assets2015-12-31$294,498
Total of all expenses incurred2015-12-31$23,578,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,621,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,716,092
Value of total assets at end of year2015-12-31$64,101,509
Value of total assets at beginning of year2015-12-31$62,979,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$956,693
Total interest from all sources2015-12-31$949,552
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$621,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$236,009
Administrative expenses professional fees incurred2015-12-31$85,280
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$263,728
Participant contributions at end of year2015-12-31$1,316
Participant contributions at beginning of year2015-12-31$5,363
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$774,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$632,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$396,532
Other income not declared elsewhere2015-12-31$658,657
Administrative expenses (other) incurred2015-12-31$128,860
Liabilities. Value of operating payables at end of year2015-12-31$975,407
Liabilities. Value of operating payables at beginning of year2015-12-31$772,090
Total non interest bearing cash at end of year2015-12-31$3,397,983
Total non interest bearing cash at beginning of year2015-12-31$2,939,025
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$864,754
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,980,102
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,115,348
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$263,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,503,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,800,587
Income. Interest from US Government securities2015-12-31$38,288
Income. Interest from corporate debt instruments2015-12-31$909,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,263,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,278,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,278,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,822
Asset value of US Government securities at end of year2015-12-31$1,048,506
Asset value of US Government securities at beginning of year2015-12-31$990,727
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$23,452,364
Employer contributions (assets) at end of year2015-12-31$2,734,933
Employer contributions (assets) at beginning of year2015-12-31$2,327,433
Income. Dividends from common stock2015-12-31$385,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,621,820
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$116,100
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$146,823
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$25,937,141
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$25,750,193
Contract administrator fees2015-12-31$479,331
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$16,466,174
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,569,680
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,146,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,092,000
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$16,990,728
Aggregate carrying amount (costs) on sale of assets2015-12-31$16,696,230
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,088,794
Total unrealized appreciation/depreciation of assets2014-12-31$1,088,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,864,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,799,230
Total income from all sources (including contributions)2014-12-31$27,924,394
Total loss/gain on sale of assets2014-12-31$445,924
Total of all expenses incurred2014-12-31$20,807,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,798,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,468,390
Value of total assets at end of year2014-12-31$62,979,438
Value of total assets at beginning of year2014-12-31$55,798,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,009,439
Total interest from all sources2014-12-31$1,430,637
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,296
Administrative expenses professional fees incurred2014-12-31$73,695
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$424,154
Participant contributions at end of year2014-12-31$5,363
Participant contributions at beginning of year2014-12-31$5,364
Assets. Other investments not covered elsewhere at end of year2014-12-31$774,395
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$917,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$396,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$429,761
Other income not declared elsewhere2014-12-31$461,353
Administrative expenses (other) incurred2014-12-31$198,142
Liabilities. Value of operating payables at end of year2014-12-31$772,090
Liabilities. Value of operating payables at beginning of year2014-12-31$692,230
Total non interest bearing cash at end of year2014-12-31$2,939,025
Total non interest bearing cash at beginning of year2014-12-31$5,129,851
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$7,116,453
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,115,348
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,998,895
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$234,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,800,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,781,685
Income. Interest from US Government securities2014-12-31$433,166
Income. Interest from corporate debt instruments2014-12-31$997,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,278,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,041,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,041,387
Asset value of US Government securities at end of year2014-12-31$990,727
Asset value of US Government securities at beginning of year2014-12-31$2,772,241
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$24,044,236
Employer contributions (assets) at end of year2014-12-31$2,327,433
Employer contributions (assets) at beginning of year2014-12-31$2,828,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,798,502
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$146,823
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$136,670
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$25,750,193
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$19,588,930
Contract administrator fees2014-12-31$502,802
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$16,569,680
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,165,650
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,092,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,107,000
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$7,463,051
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,017,127
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,276,353
Total unrealized appreciation/depreciation of assets2013-12-31$1,276,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,799,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,411,903
Total income from all sources (including contributions)2013-12-31$35,391,251
Total loss/gain on sale of assets2013-12-31$1,298,657
Total of all expenses incurred2013-12-31$17,340,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,486,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,600,849
Value of total assets at end of year2013-12-31$55,798,125
Value of total assets at beginning of year2013-12-31$43,359,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$853,382
Total interest from all sources2013-12-31$828,062
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$26,032
Administrative expenses professional fees incurred2013-12-31$94,609
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$785,830
Participant contributions at end of year2013-12-31$5,364
Participant contributions at beginning of year2013-12-31$6,622
Assets. Other investments not covered elsewhere at end of year2013-12-31$917,606
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$220,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$429,761
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$156,410
Other income not declared elsewhere2013-12-31$361,298
Administrative expenses (other) incurred2013-12-31$114,075
Liabilities. Value of operating payables at end of year2013-12-31$692,230
Liabilities. Value of operating payables at beginning of year2013-12-31$6,200,903
Total non interest bearing cash at end of year2013-12-31$5,129,851
Total non interest bearing cash at beginning of year2013-12-31$20,809,463
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$18,051,126
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,998,895
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,947,769
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$94,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,781,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,182,222
Income. Interest from US Government securities2013-12-31$36,224
Income. Interest from corporate debt instruments2013-12-31$791,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,041,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$711,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$711,920
Asset value of US Government securities at end of year2013-12-31$2,772,241
Asset value of US Government securities at beginning of year2013-12-31$1,428,060
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$30,815,019
Employer contributions (assets) at end of year2013-12-31$2,828,980
Employer contributions (assets) at beginning of year2013-12-31$7,294,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,486,743
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$136,670
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$422,120
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$19,588,930
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$6,127,329
Contract administrator fees2013-12-31$550,000
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$10,165,650
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,107,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,211,000
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$10,951,586
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,652,929
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$887,071
Total unrealized appreciation/depreciation of assets2012-12-31$887,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,411,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,368,626
Total income from all sources (including contributions)2012-12-31$40,159,747
Total loss/gain on sale of assets2012-12-31$-313,683
Total of all expenses incurred2012-12-31$19,342,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,560,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$37,858,268
Value of total assets at end of year2012-12-31$43,359,672
Value of total assets at beginning of year2012-12-31$16,498,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$782,008
Total interest from all sources2012-12-31$475,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$132,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$132,340
Administrative expenses professional fees incurred2012-12-31$82,231
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$818,771
Participant contributions at end of year2012-12-31$6,622
Participant contributions at beginning of year2012-12-31$1,471
Assets. Other investments not covered elsewhere at end of year2012-12-31$220,600
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$216,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$156,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,632,016
Other income not declared elsewhere2012-12-31$1,120,196
Administrative expenses (other) incurred2012-12-31$108,726
Liabilities. Value of operating payables at end of year2012-12-31$6,200,903
Liabilities. Value of operating payables at beginning of year2012-12-31$160,626
Total non interest bearing cash at end of year2012-12-31$20,809,463
Total non interest bearing cash at beginning of year2012-12-31$2,385,775
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$20,817,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,947,769
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,130,088
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$39,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,182,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,291,134
Income. Interest from US Government securities2012-12-31$26,705
Income. Interest from corporate debt instruments2012-12-31$448,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$711,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,210,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,210,495
Asset value of US Government securities at end of year2012-12-31$1,428,060
Asset value of US Government securities at beginning of year2012-12-31$1,798,194
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$37,039,497
Employer contributions (assets) at end of year2012-12-31$7,294,926
Employer contributions (assets) at beginning of year2012-12-31$2,513,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,560,058
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$422,120
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$116,160
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$6,127,329
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,333,245
Contract administrator fees2012-12-31$551,084
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
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,211,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,208,000
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$3,842,528
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,156,211
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31222951202
2011 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-361,631
Total unrealized appreciation/depreciation of assets2011-12-31$-361,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,368,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,162,905
Total income from all sources (including contributions)2011-12-31$25,269,611
Total loss/gain on sale of assets2011-12-31$64,709
Total of all expenses incurred2011-12-31$20,631,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,899,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,376,307
Value of total assets at end of year2011-12-31$16,498,714
Value of total assets at beginning of year2011-12-31$11,655,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$732,605
Total interest from all sources2011-12-31$396,061
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$61,356
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$597,071
Participant contributions at end of year2011-12-31$1,471
Participant contributions at beginning of year2011-12-31$3,329
Assets. Other investments not covered elsewhere at end of year2011-12-31$216,401
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$210,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,632,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$138,787
Other income not declared elsewhere2011-12-31$728,929
Administrative expenses (other) incurred2011-12-31$106,822
Liabilities. Value of operating payables at end of year2011-12-31$160,626
Liabilities. Value of operating payables at beginning of year2011-12-31$14,905
Total non interest bearing cash at end of year2011-12-31$2,385,775
Total non interest bearing cash at beginning of year2011-12-31$1,282,012
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$4,637,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,130,088
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,492,397
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$27,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,291,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,422,692
Income. Interest from US Government securities2011-12-31$127,025
Income. Interest from corporate debt instruments2011-12-31$269,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,210,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$85,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$85,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-306
Asset value of US Government securities at end of year2011-12-31$1,798,194
Asset value of US Government securities at beginning of year2011-12-31$1,247,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$65,236
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$23,779,236
Employer contributions (assets) at end of year2011-12-31$2,513,823
Employer contributions (assets) at beginning of year2011-12-31$2,389,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,899,315
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$116,160
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,333,245
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$2,875,883
Contract administrator fees2011-12-31$536,725
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
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,208,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,148,000
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$1,526,448
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,461,739
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 : I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$270,255
Total unrealized appreciation/depreciation of assets2010-12-31$270,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,162,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,067,035
Total income from all sources (including contributions)2010-12-31$20,986,006
Total loss/gain on sale of assets2010-12-31$36,619
Total of all expenses incurred2010-12-31$20,637,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,039,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,552,950
Value of total assets at end of year2010-12-31$11,655,302
Value of total assets at beginning of year2010-12-31$11,210,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$597,248
Total interest from all sources2010-12-31$344,622
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$59,824
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$167,605
Participant contributions at end of year2010-12-31$3,329
Participant contributions at beginning of year2010-12-31$3,570
Assets. Other investments not covered elsewhere at end of year2010-12-31$210,106
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$110,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$138,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$148,844
Other income not declared elsewhere2010-12-31$709,435
Administrative expenses (other) incurred2010-12-31$49,567
Liabilities. Value of operating payables at end of year2010-12-31$14,905
Liabilities. Value of operating payables at beginning of year2010-12-31$17,035
Total non interest bearing cash at end of year2010-12-31$1,282,012
Total non interest bearing cash at beginning of year2010-12-31$727,090
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$348,802
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,492,397
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,143,595
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$33,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,422,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,250,612
Income. Interest from US Government securities2010-12-31$123,081
Income. Interest from corporate debt instruments2010-12-31$221,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$85,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$73,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$73,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-144
Asset value of US Government securities at end of year2010-12-31$1,247,279
Asset value of US Government securities at beginning of year2010-12-31$2,785,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$72,125
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$19,385,345
Employer contributions (assets) at end of year2010-12-31$2,389,831
Employer contributions (assets) at beginning of year2010-12-31$1,411,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,039,956
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,875,883
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,682,446
Contract administrator fees2010-12-31$454,757
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$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$16,924
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,148,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,050,000
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$3,560,270
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,523,651
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
Accountancy firm EIN2010-12-31222951202

Form 5500 Responses for I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN

2022: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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
2009: I.B.E.W. LOCAL 456 HEALTH & WELFARE PLAN 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

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0863919-SL
Policy instance 3
Insurance contract or identification number0863919-SL
Number of Individuals Covered889
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $59,906
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $762,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,906
Insurance broker organization code?3
PROGRESSIVE BENEFIT SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberI10253
Policy instance 2
Insurance contract or identification numberI10253
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHEALTH REIMBURSEMENT ACCOUNT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3267 C4532
Policy instance 1
Insurance contract or identification numberG3267 C4532
Number of Individuals Covered754
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $7,951
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $53,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,951
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0863919-SL
Policy instance 3
Insurance contract or identification number0863919-SL
Number of Individuals Covered902
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $45,481
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $681,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,481
PROGRESSIVE BENEFIT SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberI10253
Policy instance 2
Insurance contract or identification numberI10253
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHEALTH REIMBURSEMENT ACCOUNT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3267 C4532
Policy instance 1
Insurance contract or identification numberG3267 C4532
Number of Individuals Covered769
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $8,968
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $59,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,968
Insurance broker organization code?3
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number10450-00
Policy instance 1
Insurance contract or identification number10450-00
Number of Individuals Covered1277
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $50,835
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $508,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,835
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3267 C4532
Policy instance 2
Insurance contract or identification numberG3267 C4532
Number of Individuals Covered794
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $60,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PROGRESSIVE BENEFIT SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberI10253
Policy instance 3
Insurance contract or identification numberI10253
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHEALTH REIMBURSEMENT ACCOUNT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
PROGRESSIVE BENEFIT SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberI10253
Policy instance 3
Insurance contract or identification numberI10253
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHEALTH REIMBURSEMENT ACCOUNT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3267 C4532
Policy instance 2
Insurance contract or identification numberG3267 C4532
Number of Individuals Covered797
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $9,156
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $61,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,156
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00255NJ-02
Policy instance 1
Insurance contract or identification numberGB00255NJ-02
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROGRESSIVE BENEFIT SOLUTIONS LLC (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberI10253
Policy instance 3
Insurance contract or identification numberI10253
Number of Individuals Covered876
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $6,352
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedHEALTH REIMBURSEMENT ACCOUNT
Welfare Benefit Premiums Paid to CarrierUSD $856,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,352
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3267 C4532
Policy instance 2
Insurance contract or identification numberG3267 C4532
Number of Individuals Covered806
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $9,126
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $60,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,126
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00255NJ-02
Policy instance 1
Insurance contract or identification numberGB00255NJ-02
Number of Individuals Covered905
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $44,789
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $447,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,789
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3267 C4532
Policy instance 2
Insurance contract or identification numberG3267 C4532
Number of Individuals Covered790
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $55,862
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 numberGB00255NJ-01
Policy instance 1
Insurance contract or identification numberGB00255NJ-01
Number of Individuals Covered885
Insurance policy start date2016-08-01
Insurance policy end date2017-07-31
Total amount of commissions paid to insurance brokerUSD $33,251
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $195,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,251
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number839225
Policy instance 1
Insurance contract or identification number839225
Number of Individuals Covered823
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $7,548
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $50,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,548
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE B
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number863851-SL
Policy instance 2
Insurance contract or identification number863851-SL
Number of Individuals Covered942
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $28,783
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $287,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,783
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE B
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number863851-SL
Policy instance 2
Insurance contract or identification number863851-SL
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $29,978
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
Welfare Benefit Premiums Paid to CarrierUSD $290,051
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,978
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE B
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number839225
Policy instance 1
Insurance contract or identification number839225
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $8,145
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $50,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,145
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE B
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number839225
Policy instance 1
Insurance contract or identification number839225
Number of Individuals Covered1210
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $6,414
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $51,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,414
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE B
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number863851-SL
Policy instance 2
Insurance contract or identification number863851-SL
Number of Individuals Covered1210
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $37,865
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
Welfare Benefit Premiums Paid to CarrierUSD $412,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,865
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INSURANCE B
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964043
Policy instance 2
Insurance contract or identification numberOK 964043
Insurance policy start date2011-08-01
Insurance policy end date2012-08-01
Total amount of commissions paid to insurance brokerUSD $913
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 providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $6,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $913
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3331121
Policy instance 3
Insurance contract or identification number3331121
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $31,803
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
Welfare Benefit Premiums Paid to CarrierUSD $318,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,803
Additional information about fees paid to insurance brokerGENERAL AGENT PAYMENTS
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962416
Policy instance 1
Insurance contract or identification numberFLX962416
Number of Individuals Covered1234
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $8,441
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,441
Additional information about fees paid to insurance brokerSALES & SERVICE
Insurance broker organization code?3
Insurance broker nameLAKESHORE BENEFIT GROUP INS BROKERA
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3331121
Policy instance 3
Insurance contract or identification number3331121
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $28,399
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
Welfare Benefit Premiums Paid to CarrierUSD $283,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964043
Policy instance 2
Insurance contract or identification numberOK 964043
Number of Individuals Covered1243
Insurance policy start date2010-08-01
Insurance policy end date2011-08-01
Total amount of commissions paid to insurance brokerUSD $913
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 providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $6,063
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962416
Policy instance 1
Insurance contract or identification numberFLX962416
Number of Individuals Covered1243
Insurance policy start date2010-08-01
Insurance policy end date2011-08-01
Total amount of commissions paid to insurance brokerUSD $8,441
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962416
Policy instance 1
Insurance contract or identification numberFLX962416
Number of Individuals Covered966
Insurance policy start date2009-08-01
Insurance policy end date2010-08-01
Total amount of commissions paid to insurance brokerUSD $9,116
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964043
Policy instance 2
Insurance contract or identification numberOK 964043
Number of Individuals Covered966
Insurance policy start date2009-08-01
Insurance policy end date2010-08-01
Total amount of commissions paid to insurance brokerUSD $911
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 providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $6,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3331121
Policy instance 3
Insurance contract or identification number3331121
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Total amount of commissions paid to insurance brokerUSD $34,163
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
Welfare Benefit Premiums Paid to CarrierUSD $341,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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