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I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND
Plan identification number 501

I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

IBEW 654 H & W FUND TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IBEW 654 H & W FUND TRUSTEES
Employer identification number (EIN):231613860
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 UNION #654 HEALTH AND WELFARE FUND

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
5012017-01-01WILLIAM ADAMS-UNION TRUSTEE
5012016-01-01WILLIAM ADAMS-UNION TRUSTEE
5012015-01-01WILLIAM ADAMS-UNION TRUSTEE
5012014-01-01WILLIAM ADAMS
5012013-01-01WILLIAM ADAMS
5012012-01-01WILLIAM ADAMS
5012011-01-01WILLIAM ADAMS
5012010-01-01WILLIAM ADAMS
5012009-01-01WILLIAM ADAMS JEFFREY P.SCARPELLO2010-10-08

Plan Statistics for I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND

401k plan membership statisitcs for I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND

Measure Date Value
2022: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01467
Total number of active participants reported on line 7a of the Form 55002022-01-01422
Number of retired or separated participants receiving benefits2022-01-0120
Total of all active and inactive participants2022-01-01442
Number of employers contributing to the scheme2022-01-0163
2021: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01470
Total number of active participants reported on line 7a of the Form 55002021-01-01442
Number of retired or separated participants receiving benefits2021-01-0125
Total of all active and inactive participants2021-01-01467
Number of employers contributing to the scheme2021-01-0165
2020: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01471
Total number of active participants reported on line 7a of the Form 55002020-01-01446
Number of retired or separated participants receiving benefits2020-01-0124
Total of all active and inactive participants2020-01-01470
Number of employers contributing to the scheme2020-01-0164
2019: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01448
Total number of active participants reported on line 7a of the Form 55002019-01-01444
Number of retired or separated participants receiving benefits2019-01-0127
Total of all active and inactive participants2019-01-01471
Number of employers contributing to the scheme2019-01-0149
2018: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01446
Total number of active participants reported on line 7a of the Form 55002018-01-01424
Number of retired or separated participants receiving benefits2018-01-0124
Total of all active and inactive participants2018-01-01448
Number of employers contributing to the scheme2018-01-0153
2017: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01421
Total number of active participants reported on line 7a of the Form 55002017-01-01423
Number of retired or separated participants receiving benefits2017-01-0123
Total of all active and inactive participants2017-01-01446
Number of employers contributing to the scheme2017-01-0167
2016: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01445
Total number of active participants reported on line 7a of the Form 55002016-01-01397
Number of retired or separated participants receiving benefits2016-01-0124
Total of all active and inactive participants2016-01-01421
Number of employers contributing to the scheme2016-01-0169
2015: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01410
Total number of active participants reported on line 7a of the Form 55002015-01-01424
Number of retired or separated participants receiving benefits2015-01-0121
Total of all active and inactive participants2015-01-01445
Number of employers contributing to the scheme2015-01-0169
2014: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01395
Total number of active participants reported on line 7a of the Form 55002014-01-01374
Number of retired or separated participants receiving benefits2014-01-0136
Total of all active and inactive participants2014-01-01410
Number of employers contributing to the scheme2014-01-0160
2013: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01426
Total number of active participants reported on line 7a of the Form 55002013-01-01362
Number of retired or separated participants receiving benefits2013-01-0133
Total of all active and inactive participants2013-01-01395
Number of employers contributing to the scheme2013-01-0177
2012: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01453
Total number of active participants reported on line 7a of the Form 55002012-01-01393
Number of retired or separated participants receiving benefits2012-01-0133
Total of all active and inactive participants2012-01-01426
Number of employers contributing to the scheme2012-01-0182
2011: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01477
Total number of active participants reported on line 7a of the Form 55002011-01-01453
Total of all active and inactive participants2011-01-01453
Number of employers contributing to the scheme2011-01-0154
2010: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01521
Total number of active participants reported on line 7a of the Form 55002010-01-01451
Number of retired or separated participants receiving benefits2010-01-0115
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01476
Number of employers contributing to the scheme2010-01-0176
2009: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01546
Total number of active participants reported on line 7a of the Form 55002009-01-01488
Number of retired or separated participants receiving benefits2009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01518
Number of employers contributing to the scheme2009-01-0170

Financial Data on I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND

Measure Date Value
2022 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-422,621
Total unrealized appreciation/depreciation of assets2022-12-31$-422,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$592,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$627,128
Total income from all sources (including contributions)2022-12-31$7,606,713
Total loss/gain on sale of assets2022-12-31$-738,406
Total of all expenses incurred2022-12-31$8,108,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,756,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,434,910
Value of total assets at end of year2022-12-31$22,589,379
Value of total assets at beginning of year2022-12-31$23,125,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$352,420
Total interest from all sources2022-12-31$378,573
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$78,448
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$78,448
Administrative expenses professional fees incurred2022-12-31$46,377
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$68,115
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$491,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$372,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$71,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$101,275
Other income not declared elsewhere2022-12-31$57
Administrative expenses (other) incurred2022-12-31$17,633
Liabilities. Value of operating payables at end of year2022-12-31$28,438
Liabilities. Value of operating payables at beginning of year2022-12-31$9,981
Total non interest bearing cash at end of year2022-12-31$766,416
Total non interest bearing cash at beginning of year2022-12-31$977,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-501,744
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,996,736
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,498,480
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
Assets. partnership/joint venture interests at end of year2022-12-31$1,674,126
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,269,873
Investment advisory and management fees2022-12-31$57,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,716,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,761,972
Interest earned on other investments2022-12-31$74,368
Income. Interest from US Government securities2022-12-31$137,711
Income. Interest from corporate debt instruments2022-12-31$146,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,565,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,481,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,481,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,756
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,632,936
Asset value of US Government securities at end of year2022-12-31$6,095,937
Asset value of US Government securities at beginning of year2022-12-31$5,018,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,124,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$9,366,795
Employer contributions (assets) at end of year2022-12-31$843,719
Employer contributions (assets) at beginning of year2022-12-31$870,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,123,101
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,435,188
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$5,373,029
Contract administrator fees2022-12-31$231,244
Liabilities. Value of benefit claims payable at end of year2022-12-31$492,345
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$515,872
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 appraiser2022-12-31Yes
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$43,782,812
Aggregate carrying amount (costs) on sale of assets2022-12-31$44,521,218
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$40,401
Total unrealized appreciation/depreciation of assets2021-12-31$40,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$627,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$462,938
Total income from all sources (including contributions)2021-12-31$10,710,090
Total loss/gain on sale of assets2021-12-31$-170,492
Total of all expenses incurred2021-12-31$7,916,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,583,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,362,444
Value of total assets at end of year2021-12-31$23,125,608
Value of total assets at beginning of year2021-12-31$20,168,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$332,857
Total interest from all sources2021-12-31$194,051
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$70,629
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$70,629
Administrative expenses professional fees incurred2021-12-31$44,462
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$62,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$372,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$323,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$101,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,987
Administrative expenses (other) incurred2021-12-31$17,514
Liabilities. Value of operating payables at end of year2021-12-31$9,981
Liabilities. Value of operating payables at beginning of year2021-12-31$10,862
Total non interest bearing cash at end of year2021-12-31$977,802
Total non interest bearing cash at beginning of year2021-12-31$767,343
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$2,793,240
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,498,480
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,705,240
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
Assets. partnership/joint venture interests at end of year2021-12-31$1,269,873
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,059,746
Investment advisory and management fees2021-12-31$54,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,761,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,478,286
Interest earned on other investments2021-12-31$17,025
Income. Interest from US Government securities2021-12-31$39,141
Income. Interest from corporate debt instruments2021-12-31$137,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,481,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,970,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,970,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$223
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$5,412,452
Asset value of US Government securities at end of year2021-12-31$5,018,947
Asset value of US Government securities at beginning of year2021-12-31$5,137,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,213,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$9,299,718
Employer contributions (assets) at end of year2021-12-31$870,185
Employer contributions (assets) at beginning of year2021-12-31$865,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,171,541
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$5,373,029
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,565,708
Contract administrator fees2021-12-31$216,703
Liabilities. Value of benefit claims payable at end of year2021-12-31$515,872
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$426,089
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 appraiser2021-12-31Yes
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$37,060,008
Aggregate carrying amount (costs) on sale of assets2021-12-31$37,230,500
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$181,675
Total unrealized appreciation/depreciation of assets2020-12-31$181,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$462,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$719,881
Total income from all sources (including contributions)2020-12-31$9,383,835
Total loss/gain on sale of assets2020-12-31$201,110
Total of all expenses incurred2020-12-31$7,468,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,142,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,093,586
Value of total assets at end of year2020-12-31$20,168,178
Value of total assets at beginning of year2020-12-31$18,509,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$325,594
Total interest from all sources2020-12-31$212,595
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$67,894
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$67,894
Administrative expenses professional fees incurred2020-12-31$46,777
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$75,448
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$323,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$321,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$263,154
Administrative expenses (other) incurred2020-12-31$16,124
Liabilities. Value of operating payables at end of year2020-12-31$10,862
Liabilities. Value of operating payables at beginning of year2020-12-31$5,530
Total non interest bearing cash at end of year2020-12-31$767,343
Total non interest bearing cash at beginning of year2020-12-31$864,112
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$1,915,339
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,705,240
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,789,901
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
Assets. partnership/joint venture interests at end of year2020-12-31$1,059,746
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,051,690
Investment advisory and management fees2020-12-31$43,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,478,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,783,417
Interest earned on other investments2020-12-31$44,778
Income. Interest from US Government securities2020-12-31$35,764
Income. Interest from corporate debt instruments2020-12-31$128,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,970,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,790,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,790,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,946
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,150,064
Asset value of US Government securities at end of year2020-12-31$5,137,288
Asset value of US Government securities at beginning of year2020-12-31$4,758,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$626,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,018,138
Employer contributions (assets) at end of year2020-12-31$865,304
Employer contributions (assets) at beginning of year2020-12-31$1,039,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,992,838
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,565,708
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,901,036
Contract administrator fees2020-12-31$219,114
Liabilities. Value of benefit claims payable at end of year2020-12-31$426,089
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$451,197
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 appraiser2020-12-31Yes
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$40,486,961
Aggregate carrying amount (costs) on sale of assets2020-12-31$40,285,851
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$222,756
Total unrealized appreciation/depreciation of assets2019-12-31$222,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$719,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$670,513
Total income from all sources (including contributions)2019-12-31$11,629,957
Total loss/gain on sale of assets2019-12-31$160,382
Total of all expenses incurred2019-12-31$7,843,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,510,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,158,848
Value of total assets at end of year2019-12-31$18,509,782
Value of total assets at beginning of year2019-12-31$14,673,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$332,270
Total interest from all sources2019-12-31$264,998
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$69,949
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$69,949
Administrative expenses professional fees incurred2019-12-31$57,447
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$70,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$321,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$274,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$263,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$194,456
Administrative expenses (other) incurred2019-12-31$13,770
Liabilities. Value of operating payables at end of year2019-12-31$5,530
Liabilities. Value of operating payables at beginning of year2019-12-31$8,838
Total non interest bearing cash at end of year2019-12-31$864,112
Total non interest bearing cash at beginning of year2019-12-31$6,721
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$3,786,779
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,789,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,003,122
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 leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,051,690
Investment advisory and management fees2019-12-31$41,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,783,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,160,444
Interest earned on other investments2019-12-31$24,991
Income. Interest from US Government securities2019-12-31$91,879
Income. Interest from corporate debt instruments2019-12-31$122,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,790,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,296,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,296,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$25,384
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,376,412
Asset value of US Government securities at end of year2019-12-31$4,758,708
Asset value of US Government securities at beginning of year2019-12-31$4,233,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$753,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$10,088,661
Employer contributions (assets) at end of year2019-12-31$1,039,509
Employer contributions (assets) at beginning of year2019-12-31$1,059,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,134,496
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,901,036
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,641,447
Contract administrator fees2019-12-31$219,450
Liabilities. Value of benefit claims payable at end of year2019-12-31$451,197
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$467,219
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 appraiser2019-12-31Yes
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$41,947,407
Aggregate carrying amount (costs) on sale of assets2019-12-31$41,787,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-64,956
Total unrealized appreciation/depreciation of assets2018-12-31$-64,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$670,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$532,371
Total income from all sources (including contributions)2018-12-31$9,623,230
Total loss/gain on sale of assets2018-12-31$-114,158
Total of all expenses incurred2018-12-31$7,756,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,428,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,659,928
Value of total assets at end of year2018-12-31$14,673,635
Value of total assets at beginning of year2018-12-31$12,669,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$327,953
Total interest from all sources2018-12-31$242,503
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$43,841
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$43,841
Administrative expenses professional fees incurred2018-12-31$51,022
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$65,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$274,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$249,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$194,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$49,276
Administrative expenses (other) incurred2018-12-31$15,448
Liabilities. Value of operating payables at end of year2018-12-31$8,838
Liabilities. Value of operating payables at beginning of year2018-12-31$6,043
Total non interest bearing cash at end of year2018-12-31$6,721
Total non interest bearing cash at beginning of year2018-12-31$65,444
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$1,866,293
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,003,122
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,136,829
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$31,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,160,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,260,530
Income. Interest from US Government securities2018-12-31$103,633
Income. Interest from corporate debt instruments2018-12-31$128,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,296,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,179,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,179,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,802
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,146,166
Asset value of US Government securities at end of year2018-12-31$4,233,688
Asset value of US Government securities at beginning of year2018-12-31$4,494,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-143,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$9,594,830
Employer contributions (assets) at end of year2018-12-31$1,059,992
Employer contributions (assets) at beginning of year2018-12-31$879,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,282,818
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,641,447
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,540,252
Contract administrator fees2018-12-31$230,210
Liabilities. Value of benefit claims payable at end of year2018-12-31$467,219
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$477,052
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$28,045,770
Aggregate carrying amount (costs) on sale of assets2018-12-31$28,159,928
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-28,612
Total unrealized appreciation/depreciation of assets2017-12-31$-28,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$532,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,107,460
Total income from all sources (including contributions)2017-12-31$9,849,553
Total loss/gain on sale of assets2017-12-31$617
Total of all expenses incurred2017-12-31$8,078,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,769,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,292,698
Value of total assets at end of year2017-12-31$12,669,200
Value of total assets at beginning of year2017-12-31$11,473,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$309,356
Total interest from all sources2017-12-31$172,609
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,227
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$40,227
Administrative expenses professional fees incurred2017-12-31$36,153
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$48,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$249,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$354,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$49,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$700,657
Other income not declared elsewhere2017-12-31$7,479
Administrative expenses (other) incurred2017-12-31$19,982
Liabilities. Value of operating payables at end of year2017-12-31$6,043
Liabilities. Value of operating payables at beginning of year2017-12-31$1,276
Total non interest bearing cash at end of year2017-12-31$65,444
Total non interest bearing cash at beginning of year2017-12-31$151,445
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$1,770,862
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,136,829
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,365,967
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$27,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,260,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,856,153
Income. Interest from US Government securities2017-12-31$72,003
Income. Interest from corporate debt instruments2017-12-31$93,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,179,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,755,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,755,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,456
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,472,865
Asset value of US Government securities at end of year2017-12-31$4,494,814
Asset value of US Government securities at beginning of year2017-12-31$3,668,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$364,535
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$9,243,919
Employer contributions (assets) at end of year2017-12-31$879,389
Employer contributions (assets) at beginning of year2017-12-31$1,286,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,296,470
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,540,252
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,401,297
Contract administrator fees2017-12-31$225,795
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
Liabilities. Value of benefit claims payable at end of year2017-12-31$477,052
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$405,527
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$20,231,950
Aggregate carrying amount (costs) on sale of assets2017-12-31$20,231,333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-41,994
Total unrealized appreciation/depreciation of assets2016-12-31$-41,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,107,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$715,591
Total income from all sources (including contributions)2016-12-31$8,438,924
Total loss/gain on sale of assets2016-12-31$24,503
Total of all expenses incurred2016-12-31$7,334,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,000,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,102,253
Value of total assets at end of year2016-12-31$11,473,427
Value of total assets at beginning of year2016-12-31$9,977,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$334,121
Total interest from all sources2016-12-31$144,575
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$36,979
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$36,979
Administrative expenses professional fees incurred2016-12-31$41,254
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$122,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$354,231
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$106,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$700,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$321,686
Other income not declared elsewhere2016-12-31$11,806
Administrative expenses (other) incurred2016-12-31$22,243
Liabilities. Value of operating payables at end of year2016-12-31$1,276
Liabilities. Value of operating payables at beginning of year2016-12-31$1,232
Total non interest bearing cash at end of year2016-12-31$151,445
Total non interest bearing cash at beginning of year2016-12-31$49,985
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$1,104,201
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,365,967
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,261,766
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$23,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,856,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,658,371
Income. Interest from US Government securities2016-12-31$61,502
Income. Interest from corporate debt instruments2016-12-31$80,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,755,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,861,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,861,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,690
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,963,410
Asset value of US Government securities at end of year2016-12-31$3,668,881
Asset value of US Government securities at beginning of year2016-12-31$3,583,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$160,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,980,043
Employer contributions (assets) at end of year2016-12-31$1,286,412
Employer contributions (assets) at beginning of year2016-12-31$798,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,037,192
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,401,297
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,919,065
Contract administrator fees2016-12-31$246,737
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
Liabilities. Value of benefit claims payable at end of year2016-12-31$405,527
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$392,673
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,999,125
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,974,622
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-49,623
Total unrealized appreciation/depreciation of assets2015-12-31$-49,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$715,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$422,333
Total income from all sources (including contributions)2015-12-31$8,429,154
Total loss/gain on sale of assets2015-12-31$243
Total of all expenses incurred2015-12-31$7,094,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,761,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,333,042
Value of total assets at end of year2015-12-31$9,977,357
Value of total assets at beginning of year2015-12-31$8,349,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$332,773
Total interest from all sources2015-12-31$121,748
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$35,838
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$35,838
Administrative expenses professional fees incurred2015-12-31$53,091
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$126,793
Participant contributions at beginning of year2015-12-31$909
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$106,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$67,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$321,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$36,540
Administrative expenses (other) incurred2015-12-31$14,392
Liabilities. Value of operating payables at end of year2015-12-31$1,232
Liabilities. Value of operating payables at beginning of year2015-12-31$7,439
Total non interest bearing cash at end of year2015-12-31$49,985
Total non interest bearing cash at beginning of year2015-12-31$167,428
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$1,334,624
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,261,766
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,927,142
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$19,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,658,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,636,073
Income. Interest from US Government securities2015-12-31$49,876
Income. Interest from corporate debt instruments2015-12-31$70,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,861,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,012,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,012,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,420
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,848,883
Asset value of US Government securities at end of year2015-12-31$3,583,117
Asset value of US Government securities at beginning of year2015-12-31$2,808,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$8,206,249
Employer contributions (assets) at end of year2015-12-31$798,969
Employer contributions (assets) at beginning of year2015-12-31$658,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,912,874
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,919,065
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,999,357
Contract administrator fees2015-12-31$245,962
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$392,673
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$378,354
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$13,452,572
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,452,329
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 name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$38,753
Total unrealized appreciation/depreciation of assets2014-12-31$38,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$422,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$264,184
Total income from all sources (including contributions)2014-12-31$7,741,301
Total loss/gain on sale of assets2014-12-31$-6,718
Total of all expenses incurred2014-12-31$6,799,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,495,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,400,541
Value of total assets at end of year2014-12-31$8,349,475
Value of total assets at beginning of year2014-12-31$7,249,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$304,882
Total interest from all sources2014-12-31$109,347
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$32,825
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$32,825
Administrative expenses professional fees incurred2014-12-31$50,383
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$169,145
Participant contributions at end of year2014-12-31$909
Participant contributions at beginning of year2014-12-31$1,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$67,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$57,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$36,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$27,968
Administrative expenses (other) incurred2014-12-31$18,411
Liabilities. Value of operating payables at end of year2014-12-31$7,439
Liabilities. Value of operating payables at beginning of year2014-12-31$10,954
Total non interest bearing cash at end of year2014-12-31$167,428
Total non interest bearing cash at beginning of year2014-12-31$81,030
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$941,350
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,927,142
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,985,792
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$20,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,636,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,439,599
Income. Interest from US Government securities2014-12-31$38,216
Income. Interest from corporate debt instruments2014-12-31$70,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,012,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$832,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$832,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$948
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,994,093
Asset value of US Government securities at end of year2014-12-31$2,808,171
Asset value of US Government securities at beginning of year2014-12-31$2,295,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$166,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$7,231,396
Employer contributions (assets) at end of year2014-12-31$658,150
Employer contributions (assets) at beginning of year2014-12-31$659,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,500,976
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,999,357
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,882,199
Contract administrator fees2014-12-31$215,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$378,354
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$225,262
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$11,643,114
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,649,832
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-113,887
Total unrealized appreciation/depreciation of assets2013-12-31$-113,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$264,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$306,259
Total income from all sources (including contributions)2013-12-31$6,517,969
Total loss/gain on sale of assets2013-12-31$-25,414
Total of all expenses incurred2013-12-31$6,289,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,995,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,144,616
Value of total assets at end of year2013-12-31$7,249,976
Value of total assets at beginning of year2013-12-31$7,063,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$293,234
Total interest from all sources2013-12-31$111,922
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$29,403
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$29,403
Administrative expenses professional fees incurred2013-12-31$51,798
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$203,167
Participant contributions at end of year2013-12-31$1,665
Participant contributions at beginning of year2013-12-31$345
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$57,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$58,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$27,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$59,138
Administrative expenses (other) incurred2013-12-31$17,085
Liabilities. Value of operating payables at end of year2013-12-31$10,954
Liabilities. Value of operating payables at beginning of year2013-12-31$6,776
Total non interest bearing cash at end of year2013-12-31$81,030
Total non interest bearing cash at beginning of year2013-12-31$56,805
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$228,831
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,985,792
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,756,961
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$19,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,439,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,388,866
Income. Interest from US Government securities2013-12-31$34,988
Income. Interest from corporate debt instruments2013-12-31$75,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$832,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$715,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$715,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,431
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,565,833
Asset value of US Government securities at end of year2013-12-31$2,295,763
Asset value of US Government securities at beginning of year2013-12-31$2,213,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$371,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$5,941,449
Employer contributions (assets) at end of year2013-12-31$659,694
Employer contributions (assets) at beginning of year2013-12-31$659,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,430,071
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,882,199
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,970,838
Contract administrator fees2013-12-31$205,042
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$225,262
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$240,345
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$9,028,978
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,054,392
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 name2013-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2013-12-31611436956
2012 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$64,527
Total unrealized appreciation/depreciation of assets2012-12-31$64,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$306,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$309,963
Total income from all sources (including contributions)2012-12-31$6,624,722
Total loss/gain on sale of assets2012-12-31$6,266
Total of all expenses incurred2012-12-31$6,405,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,135,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,240,981
Value of total assets at end of year2012-12-31$7,063,220
Value of total assets at beginning of year2012-12-31$6,847,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$270,023
Total interest from all sources2012-12-31$121,645
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$29,780
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$29,780
Administrative expenses professional fees incurred2012-12-31$41,401
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$214,709
Participant contributions at end of year2012-12-31$345
Participant contributions at beginning of year2012-12-31$1,658
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$58,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$71,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$59,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$47,470
Administrative expenses (other) incurred2012-12-31$14,144
Liabilities. Value of operating payables at end of year2012-12-31$6,776
Liabilities. Value of operating payables at beginning of year2012-12-31$21,060
Total non interest bearing cash at end of year2012-12-31$56,805
Total non interest bearing cash at beginning of year2012-12-31$19,505
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$219,072
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,756,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,537,889
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$18,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,388,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,197,563
Income. Interest from US Government securities2012-12-31$37,014
Income. Interest from corporate debt instruments2012-12-31$83,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$715,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,160,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,160,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,004
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,683,115
Asset value of US Government securities at end of year2012-12-31$2,213,784
Asset value of US Government securities at beginning of year2012-12-31$1,879,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$161,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$6,026,272
Employer contributions (assets) at end of year2012-12-31$659,096
Employer contributions (assets) at beginning of year2012-12-31$787,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,452,512
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,970,838
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,730,376
Contract administrator fees2012-12-31$196,364
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$240,345
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$241,433
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$9,858,846
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,852,580
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 name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$820
Total unrealized appreciation/depreciation of assets2011-12-31$820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$309,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$252,219
Total income from all sources (including contributions)2011-12-31$6,678,667
Total loss/gain on sale of assets2011-12-31$73,292
Total of all expenses incurred2011-12-31$6,223,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,002,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,421,827
Value of total assets at end of year2011-12-31$6,847,852
Value of total assets at beginning of year2011-12-31$6,334,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$220,122
Total interest from all sources2011-12-31$141,073
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$80,285
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$227,522
Participant contributions at end of year2011-12-31$1,658
Participant contributions at beginning of year2011-12-31$34,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$71,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$77,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$47,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$17,650
Other income not declared elsewhere2011-12-31$17,252
Administrative expenses (other) incurred2011-12-31$11,594
Liabilities. Value of operating payables at end of year2011-12-31$21,060
Liabilities. Value of operating payables at beginning of year2011-12-31$10,191
Total non interest bearing cash at end of year2011-12-31$19,505
Total non interest bearing cash at beginning of year2011-12-31$24,019
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$455,646
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,537,889
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,082,243
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$15,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,197,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,173,160
Interest earned on other investments2011-12-31$1,936
Income. Interest from US Government securities2011-12-31$46,373
Income. Interest from corporate debt instruments2011-12-31$91,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,160,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$923,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$923,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$984
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,717,216
Asset value of US Government securities at end of year2011-12-31$1,879,537
Asset value of US Government securities at beginning of year2011-12-31$1,686,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$24,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$6,194,305
Employer contributions (assets) at end of year2011-12-31$787,061
Employer contributions (assets) at beginning of year2011-12-31$606,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,285,683
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,730,376
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,809,215
Contract administrator fees2011-12-31$113,234
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$241,433
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$224,378
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$10,214,679
Aggregate carrying amount (costs) on sale of assets2011-12-31$10,141,387
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 name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$48,210
Total unrealized appreciation/depreciation of assets2010-12-31$48,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$252,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,065,123
Total income from all sources (including contributions)2010-12-31$6,833,927
Total loss/gain on sale of assets2010-12-31$39,732
Total of all expenses incurred2010-12-31$6,083,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,970,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,202,758
Value of total assets at end of year2010-12-31$6,334,462
Value of total assets at beginning of year2010-12-31$6,397,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$112,915
Total interest from all sources2010-12-31$169,968
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$81,640
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$231,954
Participant contributions at end of year2010-12-31$34,316
Participant contributions at beginning of year2010-12-31$41,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$77,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$420,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$17,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$82,149
Other income not declared elsewhere2010-12-31$219,789
Administrative expenses (other) incurred2010-12-31$13,303
Liabilities. Value of operating payables at end of year2010-12-31$10,191
Liabilities. Value of operating payables at beginning of year2010-12-31$23,605
Total non interest bearing cash at end of year2010-12-31$24,019
Total non interest bearing cash at beginning of year2010-12-31$65,251
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$750,233
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,082,243
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,332,010
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$17,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,173,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,019,690
Interest earned on other investments2010-12-31$222
Income. Interest from US Government securities2010-12-31$51,512
Income. Interest from corporate debt instruments2010-12-31$115,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$923,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$803,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$803,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,371
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$5,271,607
Asset value of US Government securities at end of year2010-12-31$1,686,966
Asset value of US Government securities at beginning of year2010-12-31$1,837,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$153,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$5,970,804
Employer contributions (assets) at end of year2010-12-31$606,088
Employer contributions (assets) at beginning of year2010-12-31$541,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$699,172
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,809,215
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,667,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$224,378
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$959,369
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$10,744,048
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,704,316
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956

Form 5500 Responses for I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND

2022: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 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 UNION #654 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION #654 HEALTH AND WELFARE FUND 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

AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number939925
Policy instance 4
Insurance contract or identification number064147
Number of Individuals Covered3433
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number939925
Policy instance 3
Insurance contract or identification number939925
Number of Individuals Covered141
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number939925
Policy instance 2
Insurance contract or identification number939925
Number of Individuals Covered1006
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2860/C-4148
Policy instance 1
Insurance contract or identification numberG-2860/C-4148
Number of Individuals Covered409
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $55,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2860/C-4148
Policy instance 1
Insurance contract or identification numberG-2860/C-4148
Number of Individuals Covered419
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $56,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number939925
Policy instance 2
Insurance contract or identification number939925
Number of Individuals Covered1077
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number939925
Policy instance 3
Insurance contract or identification number939925
Number of Individuals Covered119
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number939925
Policy instance 4
Insurance contract or identification number939925
Number of Individuals Covered23
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number939925
Policy instance 4
Insurance contract or identification number939925
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number939925
Policy instance 3
Insurance contract or identification number939925
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number939925
Policy instance 2
Insurance contract or identification number939925
Number of Individuals Covered1084
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2860/C-4148
Policy instance 1
Insurance contract or identification numberG-2860/C-4148
Number of Individuals Covered425
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $56,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number939925
Policy instance 2
Insurance contract or identification number939925
Number of Individuals Covered1099
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2860/C-4148
Policy instance 1
Insurance contract or identification numberG-2860/C-4148
Number of Individuals Covered416
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $54,818
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number939925
Policy instance 3
Insurance contract or identification number939925
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number939925
Policy instance 4
Insurance contract or identification number939925
Number of Individuals Covered16
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number939925
Policy instance 4
Insurance contract or identification number939925
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2860/C-4148
Policy instance 1
Insurance contract or identification numberG-2860/C-4148
Number of Individuals Covered395
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $57,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number939925
Policy instance 2
Insurance contract or identification number939925
Number of Individuals Covered1136
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number939925
Policy instance 3
Insurance contract or identification number939925
Number of Individuals Covered84
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number939925
Policy instance 4
Insurance contract or identification number939925
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number939925
Policy instance 3
Insurance contract or identification number939925
Number of Individuals Covered71
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number939925
Policy instance 2
Insurance contract or identification number939925
Number of Individuals Covered1142
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-2860/C-4148
Policy instance 1
Insurance contract or identification numberG-2860/C-4148
Number of Individuals Covered400
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
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 providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $56,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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