?>
Logo

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 401k Plan overview

Plan NameINTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND
Plan identification number 501

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

IBEW LOCAL # 98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLA has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL # 98 SOUND AND COMMUNICATION WORKERS HEALTH AND WELFARE PLA
Employer identification number (EIN):232959495
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01BRIAN BURROWS2022-10-17
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01BRIAN BURROWS
5012016-01-01BRIAN BURROWS
5012015-01-01BRIAN BURROWS
5012014-01-01BRIAN BURROWS
5012013-01-01BRIAN BURROWS
5012012-01-01BRIAN BURROWS
5012011-01-01BRIAN BURROWS
5012010-01-01BRIAN BURROWS
5012009-01-01BRIAN BURROWS KENNETH MACDOUGALL2010-10-08

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND

Measure Date Value
2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01518
Total number of active participants reported on line 7a of the Form 55002022-01-01509
Number of retired or separated participants receiving benefits2022-01-015
Total of all active and inactive participants2022-01-01514
Number of employers contributing to the scheme2022-01-0151
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01524
Total number of active participants reported on line 7a of the Form 55002021-01-01513
Number of retired or separated participants receiving benefits2021-01-015
Total of all active and inactive participants2021-01-01518
Number of employers contributing to the scheme2021-01-0153
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01501
Total number of active participants reported on line 7a of the Form 55002020-01-01518
Number of retired or separated participants receiving benefits2020-01-016
Total of all active and inactive participants2020-01-01524
Number of employers contributing to the scheme2020-01-0156
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01460
Total number of active participants reported on line 7a of the Form 55002019-01-01499
Number of retired or separated participants receiving benefits2019-01-012
Total of all active and inactive participants2019-01-01501
Number of employers contributing to the scheme2019-01-0153
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01472
Total number of active participants reported on line 7a of the Form 55002018-01-01456
Number of retired or separated participants receiving benefits2018-01-014
Total of all active and inactive participants2018-01-01460
Number of employers contributing to the scheme2018-01-0157
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01414
Total number of active participants reported on line 7a of the Form 55002017-01-01471
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-01472
Number of employers contributing to the scheme2017-01-0159
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01415
Total number of active participants reported on line 7a of the Form 55002016-01-01410
Number of retired or separated participants receiving benefits2016-01-014
Total of all active and inactive participants2016-01-01414
Number of employers contributing to the scheme2016-01-0157
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01471
Total number of active participants reported on line 7a of the Form 55002015-01-01402
Number of retired or separated participants receiving benefits2015-01-0113
Total of all active and inactive participants2015-01-01415
Number of employers contributing to the scheme2015-01-0158
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01468
Total number of active participants reported on line 7a of the Form 55002014-01-01466
Number of retired or separated participants receiving benefits2014-01-015
Total of all active and inactive participants2014-01-01471
Number of employers contributing to the scheme2014-01-0160
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01439
Total number of active participants reported on line 7a of the Form 55002013-01-01462
Number of retired or separated participants receiving benefits2013-01-016
Total of all active and inactive participants2013-01-01468
Number of employers contributing to the scheme2013-01-0169
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01473
Total number of active participants reported on line 7a of the Form 55002012-01-01438
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-01439
Number of employers contributing to the scheme2012-01-0166
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01508
Total number of active participants reported on line 7a of the Form 55002011-01-01470
Number of retired or separated participants receiving benefits2011-01-013
Total of all active and inactive participants2011-01-01473
Number of employers contributing to the scheme2011-01-0172
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01511
Total number of active participants reported on line 7a of the Form 55002010-01-01494
Number of retired or separated participants receiving benefits2010-01-0114
Total of all active and inactive participants2010-01-01508
Number of employers contributing to the scheme2010-01-0178
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01608
Total number of active participants reported on line 7a of the Form 55002009-01-01477
Number of retired or separated participants receiving benefits2009-01-0134
Total of all active and inactive participants2009-01-01511
Number of employers contributing to the scheme2009-01-0178

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND

Measure Date Value
2022 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$349,189
Total unrealized appreciation/depreciation of assets2022-12-31$349,189
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$324,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$325,836
Total income from all sources (including contributions)2022-12-31$7,538,805
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,165,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,799,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,013,027
Value of total assets at end of year2022-12-31$34,847,077
Value of total assets at beginning of year2022-12-31$38,475,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$366,247
Total interest from all sources2022-12-31$25,068
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$910,324
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$910,324
Administrative expenses professional fees incurred2022-12-31$70,633
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$21,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$338,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$248,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,341
Administrative expenses (other) incurred2022-12-31$48,578
Liabilities. Value of operating payables at end of year2022-12-31$73,751
Liabilities. Value of operating payables at beginning of year2022-12-31$94,840
Total non interest bearing cash at end of year2022-12-31$40,848
Total non interest bearing cash at beginning of year2022-12-31$26,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,626,652
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,522,920
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,149,572
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$4,960,861
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,800,470
Investment advisory and management fees2022-12-31$81,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,667,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,758,104
Interest earned on other investments2022-12-31$1,093
Value of interest in common/collective trusts at end of year2022-12-31$3,058,757
Value of interest in common/collective trusts at beginning of year2022-12-31$3,503,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,822,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,280,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,280,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23,975
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$8,111,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,325,217
Net investment gain or loss from common/collective trusts2022-12-31$-433,586
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$9,991,635
Employer contributions (assets) at end of year2022-12-31$957,334
Employer contributions (assets) at beginning of year2022-12-31$858,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,687,401
Contract administrator fees2022-12-31$165,578
Liabilities. Value of benefit claims payable at end of year2022-12-31$242,026
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$225,655
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$9,938,240
Aggregate carrying amount (costs) on sale of assets2022-12-31$9,938,240
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$638,705
Total unrealized appreciation/depreciation of assets2021-12-31$638,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$325,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$299,147
Total income from all sources (including contributions)2021-12-31$12,314,975
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,531,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,240,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,224,623
Value of total assets at end of year2021-12-31$38,475,408
Value of total assets at beginning of year2021-12-31$36,664,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$290,777
Total interest from all sources2021-12-31$353
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$789,378
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$789,378
Administrative expenses professional fees incurred2021-12-31$71,936
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$31,339
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$248,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$204,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$41,359
Administrative expenses (other) incurred2021-12-31$47,811
Liabilities. Value of operating payables at end of year2021-12-31$94,840
Liabilities. Value of operating payables at beginning of year2021-12-31$61,183
Total non interest bearing cash at end of year2021-12-31$26,009
Total non interest bearing cash at beginning of year2021-12-31$91,010
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$1,783,952
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,149,572
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,365,620
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$4,800,470
Assets. partnership/joint venture interests at beginning of year2021-12-31$3,072,012
Investment advisory and management fees2021-12-31$66,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$27,758,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,099,399
Interest earned on other investments2021-12-31$225
Value of interest in common/collective trusts at end of year2021-12-31$3,503,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,280,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,263,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,263,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$128
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$7,960,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,658,337
Net investment gain or loss from common/collective trusts2021-12-31$3,579
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$9,124,071
Employer contributions (assets) at end of year2021-12-31$858,608
Employer contributions (assets) at beginning of year2021-12-31$934,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,280,134
Contract administrator fees2021-12-31$104,968
Liabilities. Value of benefit claims payable at end of year2021-12-31$225,655
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$196,605
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$8,515,428
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,515,428
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$60,653
Total unrealized appreciation/depreciation of assets2020-12-31$60,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$299,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$223,753
Total income from all sources (including contributions)2020-12-31$10,988,446
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,885,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,626,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,248,972
Value of total assets at end of year2020-12-31$36,664,767
Value of total assets at beginning of year2020-12-31$35,486,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$258,652
Total interest from all sources2020-12-31$11,491
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,049,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,049,659
Administrative expenses professional fees incurred2020-12-31$63,863
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$22,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$204,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$143,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$41,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$39,279
Administrative expenses (other) incurred2020-12-31$50,635
Liabilities. Value of operating payables at end of year2020-12-31$61,183
Liabilities. Value of operating payables at beginning of year2020-12-31$36,082
Total non interest bearing cash at end of year2020-12-31$91,010
Total non interest bearing cash at beginning of year2020-12-31$101,760
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$1,103,238
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,365,620
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,262,382
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$3,072,012
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,778,811
Investment advisory and management fees2020-12-31$38,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,099,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,658,184
Interest earned on other investments2020-12-31$3,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,263,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,907,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,907,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,688
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$7,767,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$617,671
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$9,226,299
Employer contributions (assets) at end of year2020-12-31$934,271
Employer contributions (assets) at beginning of year2020-12-31$896,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,859,514
Contract administrator fees2020-12-31$105,465
Liabilities. Value of benefit claims payable at end of year2020-12-31$196,605
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$148,392
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$12,234,921
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,234,921
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$84,040
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$84,040
Total unrealized appreciation/depreciation of assets2019-12-31$84,040
Total unrealized appreciation/depreciation of assets2019-12-31$84,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$223,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$223,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$267,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$267,473
Total income from all sources (including contributions)2019-12-31$13,259,436
Total income from all sources (including contributions)2019-12-31$13,259,436
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,020,119
Total of all expenses incurred2019-12-31$10,020,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,751,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,751,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,506,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,506,376
Value of total assets at end of year2019-12-31$35,486,135
Value of total assets at end of year2019-12-31$35,486,135
Value of total assets at beginning of year2019-12-31$32,290,538
Value of total assets at beginning of year2019-12-31$32,290,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$268,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$268,545
Total interest from all sources2019-12-31$35,186
Total interest from all sources2019-12-31$35,186
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,699,985
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,699,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,699,985
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,699,985
Administrative expenses professional fees incurred2019-12-31$36,200
Administrative expenses professional fees incurred2019-12-31$36,200
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$98,638
Contributions received from participants2019-12-31$98,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$143,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$143,157
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$179,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$179,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$39,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$42,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$42,538
Other income not declared elsewhere2019-12-31$130
Other income not declared elsewhere2019-12-31$130
Administrative expenses (other) incurred2019-12-31$71,163
Administrative expenses (other) incurred2019-12-31$71,163
Liabilities. Value of operating payables at end of year2019-12-31$36,082
Liabilities. Value of operating payables at end of year2019-12-31$36,082
Liabilities. Value of operating payables at beginning of year2019-12-31$54,825
Liabilities. Value of operating payables at beginning of year2019-12-31$54,825
Total non interest bearing cash at end of year2019-12-31$101,760
Total non interest bearing cash at end of year2019-12-31$101,760
Total non interest bearing cash at beginning of year2019-12-31$57,209
Total non interest bearing cash at beginning of year2019-12-31$57,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,239,317
Value of net income/loss2019-12-31$3,239,317
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,262,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,262,382
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,023,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,023,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$1,778,811
Assets. partnership/joint venture interests at end of year2019-12-31$1,778,811
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,709,733
Investment advisory and management fees2019-12-31$26,800
Investment advisory and management fees2019-12-31$26,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,658,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,658,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,772,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,772,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,907,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,907,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,553,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,553,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,553,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,553,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$35,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$35,186
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,015,060
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$8,015,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$933,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$933,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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$10,407,738
Contributions received in cash from employer2019-12-31$10,407,738
Employer contributions (assets) at end of year2019-12-31$896,333
Employer contributions (assets) at end of year2019-12-31$896,333
Employer contributions (assets) at beginning of year2019-12-31$1,018,225
Employer contributions (assets) at beginning of year2019-12-31$1,018,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,736,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,736,514
Contract administrator fees2019-12-31$134,382
Contract administrator fees2019-12-31$134,382
Liabilities. Value of benefit claims payable at end of year2019-12-31$148,392
Liabilities. Value of benefit claims payable at end of year2019-12-31$148,392
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$170,110
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$170,110
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
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
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$12,020,304
Aggregate proceeds on sale of assets2019-12-31$12,020,304
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,020,304
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,020,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
Accountancy firm EIN2019-12-31611436956
2018 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$124,347
Total unrealized appreciation/depreciation of assets2018-12-31$124,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$267,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$259,684
Total income from all sources (including contributions)2018-12-31$10,401,112
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,050,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,727,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,584,769
Value of total assets at end of year2018-12-31$32,290,538
Value of total assets at beginning of year2018-12-31$31,932,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$323,539
Total interest from all sources2018-12-31$34,092
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,404,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,404,939
Administrative expenses professional fees incurred2018-12-31$47,089
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$45,851
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$179,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$140,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$42,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,688
Administrative expenses (other) incurred2018-12-31$72,102
Liabilities. Value of operating payables at end of year2018-12-31$54,825
Liabilities. Value of operating payables at beginning of year2018-12-31$90,988
Total non interest bearing cash at end of year2018-12-31$57,209
Total non interest bearing cash at beginning of year2018-12-31$717,483
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$350,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,023,065
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,672,706
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
Assets. partnership/joint venture interests at end of year2018-12-31$1,709,733
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,585,386
Investment advisory and management fees2018-12-31$20,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,772,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,135,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,553,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,498,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,498,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34,092
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,895,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,747,035
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$10,538,918
Employer contributions (assets) at end of year2018-12-31$1,018,225
Employer contributions (assets) at beginning of year2018-12-31$855,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,832,029
Contract administrator fees2018-12-31$183,824
Liabilities. Value of benefit claims payable at end of year2018-12-31$170,110
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$166,008
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 appraiser2018-12-31Yes
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$9,622,128
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,622,128
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$88,633
Total unrealized appreciation/depreciation of assets2017-12-31$88,633
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$259,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,405,141
Total income from all sources (including contributions)2017-12-31$11,553,035
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,179,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,909,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,129,765
Value of total assets at end of year2017-12-31$31,932,390
Value of total assets at beginning of year2017-12-31$30,704,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$269,997
Total interest from all sources2017-12-31$15,126
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,000,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,000,262
Administrative expenses professional fees incurred2017-12-31$59,206
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$58,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$140,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$215,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$47,067
Other income not declared elsewhere2017-12-31$1,116
Administrative expenses (other) incurred2017-12-31$58,979
Liabilities. Value of operating payables at end of year2017-12-31$90,988
Liabilities. Value of operating payables at beginning of year2017-12-31$49,034
Total non interest bearing cash at end of year2017-12-31$717,483
Total non interest bearing cash at beginning of year2017-12-31$732,312
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$2,373,810
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,672,706
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,298,896
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
Assets. partnership/joint venture interests at end of year2017-12-31$1,585,386
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,496,753
Investment advisory and management fees2017-12-31$19,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,135,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,774,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,498,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,628,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,628,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,126
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$7,471,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$318,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$10,071,477
Employer contributions (assets) at end of year2017-12-31$855,911
Employer contributions (assets) at beginning of year2017-12-31$855,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,437,474
Contract administrator fees2017-12-31$132,238
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$166,008
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,309,040
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 appraiser2017-12-31Yes
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$9,446,187
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,446,187
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$114,607
Total unrealized appreciation/depreciation of assets2016-12-31$114,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,405,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$126,181
Total income from all sources (including contributions)2016-12-31$10,989,526
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,435,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,208,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,625,607
Value of total assets at end of year2016-12-31$30,704,037
Value of total assets at beginning of year2016-12-31$26,871,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$227,321
Total interest from all sources2016-12-31$4,073
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$629,365
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$629,365
Administrative expenses professional fees incurred2016-12-31$44,774
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$66,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$215,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$79,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$47,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$33,455
Administrative expenses (other) incurred2016-12-31$61,106
Liabilities. Value of operating payables at end of year2016-12-31$49,034
Liabilities. Value of operating payables at beginning of year2016-12-31$30,277
Total non interest bearing cash at end of year2016-12-31$732,312
Total non interest bearing cash at beginning of year2016-12-31$494,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,553,641
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,298,896
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,745,255
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
Assets. partnership/joint venture interests at end of year2016-12-31$1,496,753
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,382,146
Investment advisory and management fees2016-12-31$18,794
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,774,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,350,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,628,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,690,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,690,948
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,073
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,813,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$615,874
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$9,559,513
Employer contributions (assets) at end of year2016-12-31$855,606
Employer contributions (assets) at beginning of year2016-12-31$873,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,394,676
Contract administrator fees2016-12-31$102,647
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$1,309,040
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$62,449
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$8,611,637
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,611,637
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$83,775
Total unrealized appreciation/depreciation of assets2015-12-31$83,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$126,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,991
Total income from all sources (including contributions)2015-12-31$9,612,964
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,599,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,384,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,548,172
Value of total assets at end of year2015-12-31$26,871,436
Value of total assets at beginning of year2015-12-31$25,811,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$215,095
Total interest from all sources2015-12-31$3,024
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$565,262
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$565,262
Administrative expenses professional fees incurred2015-12-31$42,763
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$64,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$79,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$516,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$33,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$31,741
Other income not declared elsewhere2015-12-31$2,000
Administrative expenses (other) incurred2015-12-31$57,091
Liabilities. Value of operating payables at end of year2015-12-31$30,277
Liabilities. Value of operating payables at beginning of year2015-12-31$36,444
Total non interest bearing cash at end of year2015-12-31$494,805
Total non interest bearing cash at beginning of year2015-12-31$523,150
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$1,013,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,745,255
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,732,093
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
Assets. partnership/joint venture interests at end of year2015-12-31$1,382,146
Investment advisory and management fees2015-12-31$18,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,350,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,399,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,690,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,392,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,392,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,024
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,826,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-589,269
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$9,483,476
Employer contributions (assets) at end of year2015-12-31$873,082
Employer contributions (assets) at beginning of year2015-12-31$979,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,557,997
Contract administrator fees2015-12-31$96,438
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$62,449
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$10,806
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$12,088,083
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,088,083
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$61,794
Total income from all sources (including contributions)2014-12-31$9,903,975
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,880,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,653,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,305,798
Value of total assets at end of year2014-12-31$25,811,084
Value of total assets at beginning of year2014-12-31$23,770,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$226,953
Total interest from all sources2014-12-31$694
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$546,935
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$546,935
Administrative expenses professional fees incurred2014-12-31$56,029
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$38,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$516,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$64,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$31,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,665
Other income not declared elsewhere2014-12-31$6,766
Administrative expenses (other) incurred2014-12-31$49,859
Liabilities. Value of operating payables at end of year2014-12-31$36,444
Liabilities. Value of operating payables at beginning of year2014-12-31$43,112
Total non interest bearing cash at end of year2014-12-31$523,150
Total non interest bearing cash at beginning of year2014-12-31$363,414
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$2,023,193
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,732,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$23,708,900
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$18,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,399,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,616,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,392,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,616,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,616,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$694
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,305,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$43,782
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$9,267,533
Employer contributions (assets) at end of year2014-12-31$979,827
Employer contributions (assets) at beginning of year2014-12-31$1,109,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,348,525
Contract administrator fees2014-12-31$102,533
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$10,806
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$12,017
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$9,333,023
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,333,023
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$41,300
Total income from all sources (including contributions)2013-12-31$10,262,708
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,429,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,195,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,004,410
Value of total assets at end of year2013-12-31$23,770,694
Value of total assets at beginning of year2013-12-31$20,916,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$233,613
Total interest from all sources2013-12-31$1,729
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$360,758
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$360,758
Administrative expenses professional fees incurred2013-12-31$71,027
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$80,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$64,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$25,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,017
Other income not declared elsewhere2013-12-31$4,834
Administrative expenses (other) incurred2013-12-31$43,020
Liabilities. Value of operating payables at end of year2013-12-31$43,112
Liabilities. Value of operating payables at beginning of year2013-12-31$25,411
Total non interest bearing cash at end of year2013-12-31$363,414
Total non interest bearing cash at beginning of year2013-12-31$319,596
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$2,833,378
Value of net assets at end of year (total assets less liabilities)2013-12-31$23,708,900
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,875,522
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$17,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,616,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,359,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,616,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,330,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,330,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,729
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$5,774,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$890,977
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$8,924,059
Employer contributions (assets) at end of year2013-12-31$1,109,166
Employer contributions (assets) at beginning of year2013-12-31$880,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,421,593
Contract administrator fees2013-12-31$101,574
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$12,017
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,872
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$6,304,189
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,304,189
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$41,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$73,469
Total income from all sources (including contributions)2012-12-31$9,672,110
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,679,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,422,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,680,013
Value of total assets at end of year2012-12-31$20,916,822
Value of total assets at beginning of year2012-12-31$18,956,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$256,878
Total interest from all sources2012-12-31$2,385
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$482,227
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$482,227
Administrative expenses professional fees incurred2012-12-31$91,341
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$60,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$25,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$30,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,999
Administrative expenses (other) incurred2012-12-31$43,659
Liabilities. Value of operating payables at end of year2012-12-31$25,411
Liabilities. Value of operating payables at beginning of year2012-12-31$37,204
Total non interest bearing cash at end of year2012-12-31$319,596
Total non interest bearing cash at beginning of year2012-12-31$177,892
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$1,992,612
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,875,522
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,882,910
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$16,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,359,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,362,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,330,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,327,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,327,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,385
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$7,142,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$507,485
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$8,619,169
Employer contributions (assets) at end of year2012-12-31$880,903
Employer contributions (assets) at beginning of year2012-12-31$1,058,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$279,836
Contract administrator fees2012-12-31$105,202
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$10,872
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$14,266
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$5,497,434
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,497,434
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$73,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,041
Total income from all sources (including contributions)2011-12-31$9,096,463
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,934,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,719,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,764,289
Value of total assets at end of year2011-12-31$18,956,379
Value of total assets at beginning of year2011-12-31$17,788,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$214,447
Total interest from all sources2011-12-31$2,340
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$341,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$341,567
Administrative expenses professional fees incurred2011-12-31$69,687
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$73,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$30,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$63,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$28,171
Administrative expenses (other) incurred2011-12-31$31,330
Liabilities. Value of operating payables at end of year2011-12-31$37,204
Liabilities. Value of operating payables at beginning of year2011-12-31$27,140
Total non interest bearing cash at end of year2011-12-31$177,892
Total non interest bearing cash at beginning of year2011-12-31$280,593
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$1,162,353
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,882,910
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,720,557
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$14,826
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,362,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,743,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,327,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,739,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,739,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,340
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$7,375,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,733
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$8,690,795
Employer contributions (assets) at end of year2011-12-31$1,058,073
Employer contributions (assets) at beginning of year2011-12-31$961,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$344,149
Contract administrator fees2011-12-31$98,604
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$14,266
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$12,730
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$23,118,695
Aggregate carrying amount (costs) on sale of assets2011-12-31$23,118,695
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 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$68,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$71,511
Total income from all sources (including contributions)2010-12-31$9,280,706
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,363,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,145,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,490,698
Value of total assets at end of year2010-12-31$17,788,598
Value of total assets at beginning of year2010-12-31$15,874,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$217,477
Total interest from all sources2010-12-31$5,446
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$446,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$446,024
Administrative expenses professional fees incurred2010-12-31$70,947
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$151,896
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$281,642
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$63,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$75,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$28,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,426
Other income not declared elsewhere2010-12-31$1,414
Administrative expenses (other) incurred2010-12-31$32,498
Liabilities. Value of operating payables at end of year2010-12-31$27,140
Liabilities. Value of operating payables at beginning of year2010-12-31$50,646
Total non interest bearing cash at end of year2010-12-31$280,593
Total non interest bearing cash at beginning of year2010-12-31$270,346
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$1,917,270
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,720,557
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,803,287
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$12,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,743,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,948,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,739,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,860,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,860,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,446
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,809,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$337,124
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$8,057,160
Employer contributions (assets) at end of year2010-12-31$961,998
Employer contributions (assets) at beginning of year2010-12-31$720,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$336,673
Contract administrator fees2010-12-31$101,192
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$12,730
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$14,439
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$6,706,782
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,706,782
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 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND

2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS IBEW 98 SOUND & COMMUNICATION WORKERS HEALTH & 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

VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2853
Policy instance 5
Insurance contract or identification number2853
Number of Individuals Covered543
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered473
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,365
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1366
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 number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Number of Individuals Covered44
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
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number0001034131
Policy instance 4
Insurance contract or identification number0001034131
Number of Individuals Covered6
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
Welfare Benefit Premiums Paid to CarrierUSD $9,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered473
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,395
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1338
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
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number0001034131
Policy instance 3
Insurance contract or identification number0001034131
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
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number0001034131
Policy instance 4
Insurance contract or identification number0001034131
Number of Individuals Covered1
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
Welfare Benefit Premiums Paid to CarrierUSD $2,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2853
Policy instance 5
Insurance contract or identification number2853
Number of Individuals Covered509
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
Vision 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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1362
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
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered473
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered495
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
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,365
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1425
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
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2853
Policy instance 3
Insurance contract or identification number2853
Number of Individuals Covered533
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered473
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
Welfare Benefit Premiums Paid to CarrierUSD $9,365
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1386
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
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered473
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
Welfare Benefit Premiums Paid to CarrierUSD $9,365
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1363
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 number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered402
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,098
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 number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Number of Individuals Covered40
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26AP30
Policy instance 1
Insurance contract or identification number26AP30
Number of Individuals Covered450
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,568
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1316
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Number of Individuals Covered1272
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Number of Individuals Covered1333
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number0001034131
Policy instance 4
Insurance contract or identification number0001034131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Number of Individuals Covered67
Welfare Benefit Premiums Paid to CarrierUSD $20
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3031/C-4316
Policy instance 1
Insurance contract or identification numberG-3031/C-4316
Number of Individuals Covered466
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,137
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-3031/C-4316
Policy instance 1
Insurance contract or identification numberG-3031/C-4316
Number of Individuals Covered464
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,436
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1223
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision 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 number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Number of Individuals Covered1223
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 number0001034131
Policy instance 4
Insurance contract or identification number0001034131
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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: 52411 )
Policy contract number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Number of Individuals Covered1402
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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-3031/C-4316
Policy instance 1
Insurance contract or identification numberG-3031/C-4316
Number of Individuals Covered473
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,727
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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1402
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision 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 number0001034131
Policy instance 2
Insurance contract or identification number0001034131
Number of Individuals Covered1475
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Vision 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: 52411 )
Policy contract number0001034131
Policy instance 3
Insurance contract or identification number0001034131
Number of Individuals Covered1475
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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-3031/C-4316
Policy instance 1
Insurance contract or identification numberG-3031/C-4316
Number of Individuals Covered500
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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