IBEW 143 BENEFIT FUNDS - PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2022 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,201,773 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $867,656 |
| Total income from all sources (including contributions) | 2022-12-31 | $6,240,527 |
| Total of all expenses incurred | 2022-12-31 | $8,525,087 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,889,043 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,498,094 |
| Value of total assets at end of year | 2022-12-31 | $14,493,793 |
| Value of total assets at beginning of year | 2022-12-31 | $16,444,236 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $636,044 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $476,572 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $476,572 |
| Administrative expenses professional fees incurred | 2022-12-31 | $191,045 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $747,790 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $992,174 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $892,748 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $197,581 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $238,451 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $262,332 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $92,113 |
| Other income not declared elsewhere | 2022-12-31 | $86 |
| Administrative expenses (other) incurred | 2022-12-31 | $34,684 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $34,541 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $136,143 |
| Total non interest bearing cash at end of year | 2022-12-31 | $866,515 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $679,290 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,284,560 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $13,292,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,576,580 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $39,555 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $11,691,460 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,753,875 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $908,978 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $108,035 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $108,035 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,734,225 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $6,758,130 |
| Employer contributions (assets) at end of year | 2022-12-31 | $829,259 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $664,585 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,996,295 |
| Contract administrator fees | 2022-12-31 | $370,760 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $904,900 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $639,400 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2022-12-31 | 341667340 |
| 2021 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $867,656 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $822,235 |
| Total income from all sources (including contributions) | 2021-12-31 | $9,349,539 |
| Total of all expenses incurred | 2021-12-31 | $8,268,097 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,690,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,369,669 |
| Value of total assets at end of year | 2021-12-31 | $16,444,236 |
| Value of total assets at beginning of year | 2021-12-31 | $15,317,373 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $577,704 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $354,148 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $354,148 |
| Administrative expenses professional fees incurred | 2021-12-31 | $252,249 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,025,463 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $890,919 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $754,252 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $238,451 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $300,806 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $92,113 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $207,514 |
| Other income not declared elsewhere | 2021-12-31 | $68 |
| Administrative expenses (other) incurred | 2021-12-31 | $28,862 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $136,143 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $110,421 |
| Total non interest bearing cash at end of year | 2021-12-31 | $679,290 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $2,378,740 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,081,442 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,576,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,495,138 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $39,644 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $14,753,875 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $11,742,263 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $108,035 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $139,847 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $139,847 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $625,654 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $6,453,287 |
| Employer contributions (assets) at end of year | 2021-12-31 | $664,585 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $755,717 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,936,141 |
| Contract administrator fees | 2021-12-31 | $256,949 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $639,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $504,300 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2021-12-31 | 341667340 |
| 2020 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $822,235 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,244,496 |
| Expenses. Interest paid | 2020-12-31 | $56 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $56 |
| Total income from all sources (including contributions) | 2020-12-31 | $10,949,249 |
| Total of all expenses incurred | 2020-12-31 | $7,374,850 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,875,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,618,194 |
| Value of total assets at end of year | 2020-12-31 | $15,317,373 |
| Value of total assets at beginning of year | 2020-12-31 | $12,165,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $499,454 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $250,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $250,792 |
| Administrative expenses professional fees incurred | 2020-12-31 | $202,608 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,130,156 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $841,418 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $1,918,878 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $300,806 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $822,764 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $207,514 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $450,181 |
| Other income not declared elsewhere | 2020-12-31 | $11 |
| Administrative expenses (other) incurred | 2020-12-31 | $33,516 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $110,421 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $116,615 |
| Total non interest bearing cash at end of year | 2020-12-31 | $2,378,740 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $677,086 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,574,399 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,495,138 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,920,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $32,070 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $11,742,263 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,509,091 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $139,847 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $41,975 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $41,975 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,080,252 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $7,646,620 |
| Employer contributions (assets) at end of year | 2020-12-31 | $755,717 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,114,319 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,956,462 |
| Contract administrator fees | 2020-12-31 | $231,260 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $504,300 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $677,700 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2020-12-31 | 341667340 |
| 2019 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,244,496 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,244,496 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,068,215 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,068,215 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,873,279 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,873,279 |
| Total of all expenses incurred | 2019-12-31 | $8,804,395 |
| Total of all expenses incurred | 2019-12-31 | $8,804,395 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,303,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,303,669 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,545,395 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $9,545,395 |
| Value of total assets at end of year | 2019-12-31 | $12,165,235 |
| Value of total assets at end of year | 2019-12-31 | $12,165,235 |
| Value of total assets at beginning of year | 2019-12-31 | $9,920,070 |
| Value of total assets at beginning of year | 2019-12-31 | $9,920,070 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $500,726 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $500,726 |
| Total interest from all sources | 2019-12-31 | $555 |
| Total interest from all sources | 2019-12-31 | $555 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $259,894 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $259,894 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $259,894 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $259,894 |
| Administrative expenses professional fees incurred | 2019-12-31 | $313,273 |
| Administrative expenses professional fees incurred | 2019-12-31 | $313,273 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,117,294 |
| Contributions received from participants | 2019-12-31 | $1,117,294 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $945,762 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $945,762 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $1,341,128 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $1,341,128 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $822,764 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $822,764 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $225,569 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $225,569 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $450,181 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $450,181 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $98,157 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $98,157 |
| Other income not declared elsewhere | 2019-12-31 | $98 |
| Other income not declared elsewhere | 2019-12-31 | $98 |
| Administrative expenses (other) incurred | 2019-12-31 | $22,567 |
| Administrative expenses (other) incurred | 2019-12-31 | $22,567 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $116,615 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $116,615 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $32,258 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $32,258 |
| Total non interest bearing cash at end of year | 2019-12-31 | $677,086 |
| Total non interest bearing cash at end of year | 2019-12-31 | $677,086 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $493,880 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $493,880 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,068,884 |
| Value of net income/loss | 2019-12-31 | $2,068,884 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,920,739 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,920,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,851,855 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,851,855 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $27,942 |
| Investment advisory and management fees | 2019-12-31 | $27,942 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,509,091 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,509,091 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,498,954 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,498,954 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $41,975 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $41,975 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $24,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $24,882 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $24,882 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $24,882 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $555 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,067,337 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,067,337 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $7,482,339 |
| Contributions received in cash from employer | 2019-12-31 | $7,482,339 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,114,319 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,114,319 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $676,785 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $676,785 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,962,541 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,962,541 |
| Contract administrator fees | 2019-12-31 | $136,944 |
| Contract administrator fees | 2019-12-31 | $136,944 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $677,700 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $677,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $937,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $937,800 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | PACKER THOMAS |
| Accountancy firm name | 2019-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2019-12-31 | 341667340 |
| Accountancy firm EIN | 2019-12-31 | 341667340 |
| 2018 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,068,215 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $745,307 |
| Total income from all sources (including contributions) | 2018-12-31 | $8,260,012 |
| Total of all expenses incurred | 2018-12-31 | $9,123,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $8,783,601 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,552,452 |
| Value of total assets at end of year | 2018-12-31 | $9,920,070 |
| Value of total assets at beginning of year | 2018-12-31 | $10,460,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $339,917 |
| Total interest from all sources | 2018-12-31 | $97 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $260,430 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $260,430 |
| Administrative expenses professional fees incurred | 2018-12-31 | $153,668 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,090,249 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $803,963 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $737,631 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $225,569 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $99,893 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $98,157 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $202,187 |
| Other income not declared elsewhere | 2018-12-31 | $31 |
| Administrative expenses (other) incurred | 2018-12-31 | $25,057 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $32,258 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $15,720 |
| Total non interest bearing cash at end of year | 2018-12-31 | $493,880 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,537,060 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-863,506 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,851,855 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,715,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $27,050 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,498,954 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,030,494 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $24,882 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $35,910 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $35,910 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $97 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-552,998 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $6,658,240 |
| Employer contributions (assets) at end of year | 2018-12-31 | $676,785 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $757,311 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,045,970 |
| Contract administrator fees | 2018-12-31 | $134,142 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $937,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $527,400 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2018-12-31 | 341667340 |
| 2017 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $745,307 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $652,986 |
| Total income from all sources (including contributions) | 2017-12-31 | $9,078,222 |
| Total loss/gain on sale of assets | 2017-12-31 | $-5,273 |
| Total of all expenses incurred | 2017-12-31 | $6,470,912 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,208,170 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,350,078 |
| Value of total assets at end of year | 2017-12-31 | $10,460,668 |
| Value of total assets at beginning of year | 2017-12-31 | $7,761,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $262,742 |
| Total interest from all sources | 2017-12-31 | $10,199 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $177,105 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $177,105 |
| Administrative expenses professional fees incurred | 2017-12-31 | $91,895 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,094,551 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $857,976 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $650,080 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $99,893 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $281,060 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $202,187 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $39,049 |
| Other income not declared elsewhere | 2017-12-31 | $203 |
| Administrative expenses (other) incurred | 2017-12-31 | $19,734 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $15,720 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $38,437 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,537,060 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $503,878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,607,310 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,715,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,108,051 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $22,820 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,030,494 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,308,338 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $35,910 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $38,402 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $38,402 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $10,199 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $78,187 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $545,910 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $6,397,551 |
| Employer contributions (assets) at end of year | 2017-12-31 | $757,311 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $551,172 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,558,090 |
| Contract administrator fees | 2017-12-31 | $128,293 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $527,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $575,500 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $75,000 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $80,273 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2017-12-31 | 341667340 |
| 2016 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-2,822 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-2,822 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $652,986 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $688,797 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,074,601 |
| Total of all expenses incurred | 2016-12-31 | $6,507,997 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,246,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,796,609 |
| Value of total assets at end of year | 2016-12-31 | $7,761,037 |
| Value of total assets at beginning of year | 2016-12-31 | $7,230,244 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $261,861 |
| Total interest from all sources | 2016-12-31 | $41,218 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $98,925 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $98,925 |
| Administrative expenses professional fees incurred | 2016-12-31 | $91,113 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,147,029 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $579,247 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $204,897 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $281,060 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $130,853 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $39,049 |
| Other income not declared elsewhere | 2016-12-31 | $104 |
| Administrative expenses (other) incurred | 2016-12-31 | $26,180 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $38,437 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $214,897 |
| Total non interest bearing cash at end of year | 2016-12-31 | $503,878 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,431,980 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $566,604 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,108,051 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,541,447 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $18,354 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,308,338 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,048,413 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $38,402 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $17,668 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $17,668 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $41,218 |
| Asset value of US Government securities at end of year | 2016-12-31 | $78,187 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $80,540 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $140,567 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $5,070,333 |
| Employer contributions (assets) at end of year | 2016-12-31 | $551,172 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $520,790 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,041,239 |
| Contract administrator fees | 2016-12-31 | $126,214 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $575,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $473,900 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2016-12-31 | 341667340 |
| 2015 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,072 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,072 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $688,797 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $677,482 |
| Total income from all sources (including contributions) | 2015-12-31 | $7,136,091 |
| Total of all expenses incurred | 2015-12-31 | $5,822,193 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,550,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,110,253 |
| Value of total assets at end of year | 2015-12-31 | $7,230,244 |
| Value of total assets at beginning of year | 2015-12-31 | $5,905,031 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $272,139 |
| Total interest from all sources | 2015-12-31 | $3,852 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $117,124 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $117,124 |
| Administrative expenses professional fees incurred | 2015-12-31 | $100,463 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,082,094 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $451,096 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $457,007 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $130,853 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $426,133 |
| Administrative expenses (other) incurred | 2015-12-31 | $32,205 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $214,897 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $166,982 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,431,980 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $1,313,898 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,541,447 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,227,549 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $15,959 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,048,413 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,879,984 |
| Income. Interest from US Government securities | 2015-12-31 | $3,844 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $17,668 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,008,162 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,008,162 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $8 |
| Asset value of US Government securities at end of year | 2015-12-31 | $80,540 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $83,487 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-92,066 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $5,577,063 |
| Employer contributions (assets) at end of year | 2015-12-31 | $520,790 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $507,140 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,093,047 |
| Contract administrator fees | 2015-12-31 | $123,512 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $125 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $473,900 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $510,500 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | WAGGONER FRUTIGER & DAUB, LLP |
| Accountancy firm EIN | 2015-12-31 | 231583249 |
| 2014 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-142,297 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-142,297 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $677,482 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $750,868 |
| Total income from all sources (including contributions) | 2014-12-31 | $7,133,576 |
| Total loss/gain on sale of assets | 2014-12-31 | $211,672 |
| Total of all expenses incurred | 2014-12-31 | $6,379,594 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,100,024 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,969,881 |
| Value of total assets at end of year | 2014-12-31 | $5,905,031 |
| Value of total assets at beginning of year | 2014-12-31 | $5,224,435 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $279,570 |
| Total interest from all sources | 2014-12-31 | $29,602 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $73,389 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $54,011 |
| Administrative expenses professional fees incurred | 2014-12-31 | $101,225 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,158,901 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $153,150 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $443,449 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $377,353 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $426,133 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $247,333 |
| Administrative expenses (other) incurred | 2014-12-31 | $27,721 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $166,982 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $227,268 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $753,982 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,227,549 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,473,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $20,794 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,879,984 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $969,050 |
| Income. Interest from US Government securities | 2014-12-31 | $22,813 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $6,750 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,008,162 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,088,781 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,088,781 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $39 |
| Asset value of US Government securities at end of year | 2014-12-31 | $83,487 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $893,525 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-8,671 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $5,367,531 |
| Employer contributions (assets) at end of year | 2014-12-31 | $507,140 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $553,764 |
| Income. Dividends from common stock | 2014-12-31 | $19,378 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,722,671 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $156,534 |
| Contract administrator fees | 2014-12-31 | $129,830 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $125 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $1,162,298 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $510,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $523,600 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $12,564,772 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $12,353,100 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2014-12-31 | 231583249 |
| 2013 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $111,214 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $111,214 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $750,868 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $632,772 |
| Total income from all sources (including contributions) | 2013-12-31 | $7,069,880 |
| Total loss/gain on sale of assets | 2013-12-31 | $81,746 |
| Total of all expenses incurred | 2013-12-31 | $6,470,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,185,167 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,833,485 |
| Value of total assets at end of year | 2013-12-31 | $5,224,435 |
| Value of total assets at beginning of year | 2013-12-31 | $4,506,593 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $284,967 |
| Total interest from all sources | 2013-12-31 | $31,676 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $68,582 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $50,911 |
| Administrative expenses professional fees incurred | 2013-12-31 | $104,675 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,349,032 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $153,150 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $152,333 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $318,526 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $462,386 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $247,333 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $191,759 |
| Administrative expenses (other) incurred | 2013-12-31 | $21,133 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $227,268 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $134,272 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $599,746 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,473,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,873,821 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $19,968 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $969,050 |
| Income. Interest from US Government securities | 2013-12-31 | $19,461 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $12,190 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,088,781 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $846,432 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $846,432 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $25 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $291,258 |
| Asset value of US Government securities at end of year | 2013-12-31 | $893,525 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $633,650 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-56,823 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $5,165,927 |
| Employer contributions (assets) at end of year | 2013-12-31 | $553,764 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $519,425 |
| Income. Dividends from common stock | 2013-12-31 | $17,671 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,431,523 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $156,534 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $550,946 |
| Contract administrator fees | 2013-12-31 | $139,191 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $1,162,298 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $1,612,048 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $523,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $498,500 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $10,792,518 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $10,710,772 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2013-12-31 | 231583249 |
| 2012 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $46,995 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $46,995 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $632,772 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $572,960 |
| Total income from all sources (including contributions) | 2012-12-31 | $7,501,073 |
| Total loss/gain on sale of assets | 2012-12-31 | $42,063 |
| Total of all expenses incurred | 2012-12-31 | $7,753,205 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,407,450 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $7,314,030 |
| Value of total assets at end of year | 2012-12-31 | $4,506,593 |
| Value of total assets at beginning of year | 2012-12-31 | $4,698,913 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $345,755 |
| Total interest from all sources | 2012-12-31 | $41,147 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $56,838 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $36,539 |
| Administrative expenses professional fees incurred | 2012-12-31 | $164,677 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,267,058 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $152,333 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $181,644 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $230,503 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $398,779 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $191,759 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $182,401 |
| Administrative expenses (other) incurred | 2012-12-31 | $18,886 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $134,272 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $233,335 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-252,132 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,873,821 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,125,953 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $20,558 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $873,737 |
| Income. Interest from US Government securities | 2012-12-31 | $17,511 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $23,612 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $846,432 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $703,163 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $703,163 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $24 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $307,211 |
| Asset value of US Government securities at end of year | 2012-12-31 | $633,650 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $746,279 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $5,816,469 |
| Employer contributions (assets) at end of year | 2012-12-31 | $519,425 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $527,057 |
| Income. Dividends from preferred stock | 2012-12-31 | $20,299 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,701,460 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $550,946 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $539,016 |
| Contract administrator fees | 2012-12-31 | $141,634 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $1,612,048 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $945,616 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $498,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $339,625 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $7,873,886 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $7,831,823 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2012-12-31 | 231583249 |
| 2011 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-107,206 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-107,206 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $572,960 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $476,888 |
| Total income from all sources (including contributions) | 2011-12-31 | $7,086,041 |
| Total loss/gain on sale of assets | 2011-12-31 | $69,421 |
| Total of all expenses incurred | 2011-12-31 | $7,089,502 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,843,390 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $7,014,335 |
| Value of total assets at end of year | 2011-12-31 | $4,698,913 |
| Value of total assets at beginning of year | 2011-12-31 | $4,606,302 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $246,112 |
| Total interest from all sources | 2011-12-31 | $44,774 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $55,339 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $37,374 |
| Administrative expenses professional fees incurred | 2011-12-31 | $67,464 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,173,346 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $181,644 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $197,390 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $251,144 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $557,699 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $182,401 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $133,310 |
| Administrative expenses (other) incurred | 2011-12-31 | $20,550 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $233,335 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $61,666 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-3,461 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,125,953 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,129,414 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $21,015 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $873,737 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $964,776 |
| Interest earned on other investments | 2011-12-31 | $918 |
| Income. Interest from US Government securities | 2011-12-31 | $18,190 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $25,412 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $703,163 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $295,364 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $295,364 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $254 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $463,081 |
| Asset value of US Government securities at end of year | 2011-12-31 | $746,279 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $832,232 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $9,378 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $5,589,845 |
| Employer contributions (assets) at end of year | 2011-12-31 | $527,057 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $416,648 |
| Income. Dividends from common stock | 2011-12-31 | $17,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,822,610 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $539,016 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $568,089 |
| Contract administrator fees | 2011-12-31 | $137,083 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $945,616 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,198,493 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $339,625 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $415,222 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $4,495,968 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $4,426,547 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2011-12-31 | 231583249 |
| 2010 : 143 IBEW BENEFIT FUNDS HEALTH & WELFARE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $133,696 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $133,696 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $476,888 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $265,801 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,138,695 |
| Total loss/gain on sale of assets | 2010-12-31 | $72,390 |
| Total of all expenses incurred | 2010-12-31 | $7,083,178 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,801,928 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,828,612 |
| Value of total assets at end of year | 2010-12-31 | $4,606,302 |
| Value of total assets at beginning of year | 2010-12-31 | $5,339,698 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $281,250 |
| Total interest from all sources | 2010-12-31 | $92,251 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $28,688 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $21,236 |
| Administrative expenses professional fees incurred | 2010-12-31 | $98,692 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,037,321 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $197,390 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $155,660 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $227,033 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $133,310 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $89,544 |
| Administrative expenses (other) incurred | 2010-12-31 | $16,125 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $61,666 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $164,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-944,483 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,129,414 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,073,897 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $19,768 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $964,776 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $436,070 |
| Interest earned on other investments | 2010-12-31 | $238 |
| Income. Interest from US Government securities | 2010-12-31 | $27,759 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $63,053 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $476,149 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $295,364 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $713,579 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $713,579 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,201 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $446,498 |
| Asset value of US Government securities at end of year | 2010-12-31 | $832,232 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $1,120,705 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $-5,182 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $-11,760 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $4,635,631 |
| Employer contributions (assets) at end of year | 2010-12-31 | $416,648 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $490,063 |
| Income. Dividends from common stock | 2010-12-31 | $7,452 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,128,397 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $568,089 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $2,013,588 |
| Contract administrator fees | 2010-12-31 | $146,665 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,198,493 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $415,222 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $101,129 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $12,185,168 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $12,112,778 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | WAGGONER FRUTIGER DAUB |
| Accountancy firm EIN | 2010-12-31 | 231583249 |
