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IBEW LOCAL 712 WELFARE TRUST FUND 401k Plan overview

Plan NameIBEW LOCAL 712 WELFARE TRUST FUND
Plan identification number 501

IBEW LOCAL 712 WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Prepaid legal
  • Severance pay
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

IBEW LOCAL 712 WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 712 WELFARE TRUST FUND
Employer identification number (EIN):256037360
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 712 WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01MATTHEW COWIE2023-10-13
5012021-01-01FRANK E. TELESZ, JR.2022-10-13
5012020-01-01FRANK E. TELESZ, JR.2021-10-13
5012019-01-01FRANK E. TELESZ, JR.2020-10-12
5012018-01-01FRANK E. TELESZ, JR.2019-10-11
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01FRANK E. TELESZ JR.
5012011-01-01FRANK E. TELESZ JR.
5012009-01-01FRANK E. TELESZ JR. FRANK E. TELESZ JR.2010-10-15

Plan Statistics for IBEW LOCAL 712 WELFARE TRUST FUND

401k plan membership statisitcs for IBEW LOCAL 712 WELFARE TRUST FUND

Measure Date Value
2022: IBEW LOCAL 712 WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01691
Total number of active participants reported on line 7a of the Form 55002022-01-01643
Total of all active and inactive participants2022-01-01643
Number of employers contributing to the scheme2022-01-0157
2021: IBEW LOCAL 712 WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01519
Total number of active participants reported on line 7a of the Form 55002021-01-01691
Total of all active and inactive participants2021-01-01691
Number of employers contributing to the scheme2021-01-0159
2020: IBEW LOCAL 712 WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01463
Total number of active participants reported on line 7a of the Form 55002020-01-01519
Total of all active and inactive participants2020-01-01519
Number of employers contributing to the scheme2020-01-0157
2019: IBEW LOCAL 712 WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01469
Total number of active participants reported on line 7a of the Form 55002019-01-01463
Total of all active and inactive participants2019-01-01463
Number of employers contributing to the scheme2019-01-0177
2018: IBEW LOCAL 712 WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01405
Total number of active participants reported on line 7a of the Form 55002018-01-01469
Total of all active and inactive participants2018-01-01469
Number of employers contributing to the scheme2018-01-0162
2017: IBEW LOCAL 712 WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01405
Total number of active participants reported on line 7a of the Form 55002017-01-01405
Total of all active and inactive participants2017-01-01405
Number of employers contributing to the scheme2017-01-0172
2016: IBEW LOCAL 712 WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01402
Total number of active participants reported on line 7a of the Form 55002016-01-01405
Total of all active and inactive participants2016-01-01405
Number of employers contributing to the scheme2016-01-0161
2015: IBEW LOCAL 712 WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01380
Total number of active participants reported on line 7a of the Form 55002015-01-01402
Total of all active and inactive participants2015-01-01402
Number of employers contributing to the scheme2015-01-0151
2014: IBEW LOCAL 712 WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01362
Total number of active participants reported on line 7a of the Form 55002014-01-01380
Total of all active and inactive participants2014-01-01380
Number of employers contributing to the scheme2014-01-0156
2013: IBEW LOCAL 712 WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01374
Total number of active participants reported on line 7a of the Form 55002013-01-01362
Total of all active and inactive participants2013-01-01362
Number of employers contributing to the scheme2013-01-0144
2012: IBEW LOCAL 712 WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01366
Total number of active participants reported on line 7a of the Form 55002012-01-01374
Total of all active and inactive participants2012-01-01374
Number of employers contributing to the scheme2012-01-0143
2011: IBEW LOCAL 712 WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01396
Total number of active participants reported on line 7a of the Form 55002011-01-01366
Total of all active and inactive participants2011-01-01366
Number of employers contributing to the scheme2011-01-0148
2009: IBEW LOCAL 712 WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01436
Total number of active participants reported on line 7a of the Form 55002009-01-01391
Total of all active and inactive participants2009-01-01391
Number of employers contributing to the scheme2009-01-0174

Financial Data on IBEW LOCAL 712 WELFARE TRUST FUND

Measure Date Value
2022 : IBEW LOCAL 712 WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,725,229
Total unrealized appreciation/depreciation of assets2022-12-31$-6,725,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,762,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,003,222
Total income from all sources (including contributions)2022-12-31$18,957,402
Total of all expenses incurred2022-12-31$15,259,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,783,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$24,972,914
Value of total assets at end of year2022-12-31$84,826,495
Value of total assets at beginning of year2022-12-31$86,369,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$475,855
Total interest from all sources2022-12-31$1,543,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$119,787
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$45,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,429,426
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$550,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$540,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$884,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,109,944
Other income not declared elsewhere2022-12-31$166
Administrative expenses (other) incurred2022-12-31$39,530
Liabilities. Value of operating payables at end of year2022-12-31$261,488
Liabilities. Value of operating payables at beginning of year2022-12-31$189,278
Total non interest bearing cash at end of year2022-12-31$25,140,262
Total non interest bearing cash at beginning of year2022-12-31$17,627,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$3,697,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$83,064,117
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$79,366,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$4,606,095
Assets. partnership/joint venture interests at beginning of year2022-12-31$4,404,339
Investment advisory and management fees2022-12-31$125,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,525,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,974,114
Interest earned on other investments2022-12-31$1,543,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,334,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,909,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,909,389
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$633,609
Asset value of US Government securities at end of year2022-12-31$10,775,651
Asset value of US Government securities at beginning of year2022-12-31$8,265,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-834,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$24,926,921
Employer contributions (assets) at end of year2022-12-31$614,488
Employer contributions (assets) at beginning of year2022-12-31$3,522,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,720,597
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$7,636,218
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,863,636
Contract administrator fees2022-12-31$190,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,643,528
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,262,025
Liabilities. Value of benefit claims payable at end of year2022-12-31$616,400
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$704,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PACKER THOMAS
Accountancy firm EIN2022-12-31341667340
2021 : IBEW LOCAL 712 WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,802,932
Total unrealized appreciation/depreciation of assets2021-12-31$1,802,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,003,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,004,271
Total income from all sources (including contributions)2021-12-31$51,917,988
Total of all expenses incurred2021-12-31$28,996,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,487,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$48,430,288
Value of total assets at end of year2021-12-31$86,369,424
Value of total assets at beginning of year2021-12-31$59,449,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$509,834
Total interest from all sources2021-12-31$1,126,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$67,680
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$158,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$20,859,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$540,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$448,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,109,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,465,992
Administrative expenses (other) incurred2021-12-31$96,569
Liabilities. Value of operating payables at end of year2021-12-31$189,278
Liabilities. Value of operating payables at beginning of year2021-12-31$18,579
Total non interest bearing cash at end of year2021-12-31$17,627,569
Total non interest bearing cash at beginning of year2021-12-31$4,846,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$22,921,101
Value of net assets at end of year (total assets less liabilities)2021-12-31$79,366,202
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,445,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$4,404,339
Assets. partnership/joint venture interests at beginning of year2021-12-31$4,076,692
Investment advisory and management fees2021-12-31$110,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,974,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,397,182
Interest earned on other investments2021-12-31$1,126,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,909,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,474,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,474,760
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$290,472
Asset value of US Government securities at end of year2021-12-31$8,265,266
Asset value of US Government securities at beginning of year2021-12-31$6,517,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$558,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$48,272,238
Employer contributions (assets) at end of year2021-12-31$3,522,111
Employer contributions (assets) at beginning of year2021-12-31$2,816,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,337,329
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,863,636
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$7,596,884
Contract administrator fees2021-12-31$235,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,262,025
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,275,316
Liabilities. Value of benefit claims payable at end of year2021-12-31$704,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$519,700
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PACKER THOMAS
Accountancy firm EIN2021-12-31341667340
2020 : IBEW LOCAL 712 WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$910,577
Total unrealized appreciation/depreciation of assets2020-12-31$910,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,004,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,263,568
Total income from all sources (including contributions)2020-12-31$33,528,107
Total loss/gain on sale of assets2020-12-31$337,510
Total of all expenses incurred2020-12-31$17,680,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,018,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,930,048
Value of total assets at end of year2020-12-31$59,449,372
Value of total assets at beginning of year2020-12-31$43,861,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$662,049
Total interest from all sources2020-12-31$212,252
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$719,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$672,626
Administrative expenses professional fees incurred2020-12-31$52,969
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$266,692
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$10,123,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$448,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,108,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,465,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,956,497
Administrative expenses (other) incurred2020-12-31$153,393
Liabilities. Value of operating payables at end of year2020-12-31$18,579
Liabilities. Value of operating payables at beginning of year2020-12-31$214,671
Total non interest bearing cash at end of year2020-12-31$4,846,484
Total non interest bearing cash at beginning of year2020-12-31$4,657,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,847,137
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,445,101
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,597,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$4,076,692
Investment advisory and management fees2020-12-31$112,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,397,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,497,536
Interest earned on other investments2020-12-31$212,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,474,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,239,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,239,797
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$532,353
Asset value of US Government securities at end of year2020-12-31$6,517,139
Asset value of US Government securities at beginning of year2020-12-31$6,090,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,418,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,663,356
Employer contributions (assets) at end of year2020-12-31$2,816,370
Employer contributions (assets) at beginning of year2020-12-31$2,795,163
Income. Dividends from common stock2020-12-31$46,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,362,850
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$7,596,884
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$7,322,386
Contract administrator fees2020-12-31$343,418
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,275,316
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,151,074
Liabilities. Value of benefit claims payable at end of year2020-12-31$519,700
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,092,400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$337,510
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PACKER THOMAS
Accountancy firm EIN2020-12-31341667340
2019 : IBEW LOCAL 712 WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,360,211
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,360,211
Total unrealized appreciation/depreciation of assets2019-12-31$1,360,211
Total unrealized appreciation/depreciation of assets2019-12-31$1,360,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,263,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,263,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$913,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$913,802
Total income from all sources (including contributions)2019-12-31$27,436,930
Total income from all sources (including contributions)2019-12-31$27,436,930
Total loss/gain on sale of assets2019-12-31$3,701,942
Total loss/gain on sale of assets2019-12-31$3,701,942
Total of all expenses incurred2019-12-31$15,767,257
Total of all expenses incurred2019-12-31$15,767,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,194,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,194,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,452,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,452,242
Value of total assets at end of year2019-12-31$43,861,532
Value of total assets at end of year2019-12-31$43,861,532
Value of total assets at beginning of year2019-12-31$29,842,093
Value of total assets at beginning of year2019-12-31$29,842,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$572,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$572,279
Total interest from all sources2019-12-31$134,424
Total interest from all sources2019-12-31$134,424
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$523,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$523,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$430,568
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$430,568
Administrative expenses professional fees incurred2019-12-31$63,961
Administrative expenses professional fees incurred2019-12-31$63,961
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$313,984
Contributions received from participants2019-12-31$313,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$8,125,417
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$8,125,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,108,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,108,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,397,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,956,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,956,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$387,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$387,084
Administrative expenses (other) incurred2019-12-31$112,768
Administrative expenses (other) incurred2019-12-31$112,768
Liabilities. Value of operating payables at end of year2019-12-31$214,671
Liabilities. Value of operating payables at end of year2019-12-31$214,671
Liabilities. Value of operating payables at beginning of year2019-12-31$178,418
Total non interest bearing cash at end of year2019-12-31$4,657,007
Total non interest bearing cash at end of year2019-12-31$4,657,007
Total non interest bearing cash at beginning of year2019-12-31$2,665,647
Total non interest bearing cash at beginning of year2019-12-31$2,665,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,669,673
Value of net income/loss2019-12-31$11,669,673
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,597,964
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,597,964
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,928,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$87,777
Investment advisory and management fees2019-12-31$87,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,497,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,497,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,980,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,980,978
Interest earned on other investments2019-12-31$134,424
Interest earned on other investments2019-12-31$134,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,239,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,239,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,507,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,507,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,507,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,507,141
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$366,677
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$366,677
Asset value of US Government securities at end of year2019-12-31$6,090,207
Asset value of US Government securities at end of year2019-12-31$6,090,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-2,735,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-2,735,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,138,258
Contributions received in cash from employer2019-12-31$24,138,258
Employer contributions (assets) at end of year2019-12-31$2,795,163
Employer contributions (assets) at end of year2019-12-31$2,795,163
Employer contributions (assets) at beginning of year2019-12-31$1,349,676
Employer contributions (assets) at beginning of year2019-12-31$1,349,676
Income. Dividends from common stock2019-12-31$93,220
Income. Dividends from common stock2019-12-31$93,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,702,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,702,884
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,322,386
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,322,386
Contract administrator fees2019-12-31$307,773
Contract administrator fees2019-12-31$307,773
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,151,074
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,151,074
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,940,851
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,940,851
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,092,400
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,092,400
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$348,300
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$348,300
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,701,942
Aggregate proceeds on sale of assets2019-12-31$3,701,942
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm EIN2019-12-31341667340
Accountancy firm EIN2019-12-31341667340
2018 : IBEW LOCAL 712 WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-20,222
Total unrealized appreciation/depreciation of assets2018-12-31$-20,222
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$913,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$603,619
Total income from all sources (including contributions)2018-12-31$10,687,024
Total loss/gain on sale of assets2018-12-31$937,776
Total of all expenses incurred2018-12-31$7,920,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,297,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,645,689
Value of total assets at end of year2018-12-31$29,842,093
Value of total assets at beginning of year2018-12-31$26,765,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$623,082
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$525,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$450,335
Administrative expenses professional fees incurred2018-12-31$73,961
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$346,425
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,460,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,397,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$274,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$387,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$18,306
Administrative expenses (other) incurred2018-12-31$128,066
Liabilities. Value of operating payables at end of year2018-12-31$178,418
Liabilities. Value of operating payables at beginning of year2018-12-31$224,713
Total non interest bearing cash at end of year2018-12-31$2,665,647
Total non interest bearing cash at beginning of year2018-12-31$1,446,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,766,113
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,928,291
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,162,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,980,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,572,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,507,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,466
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$267,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,402,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,299,264
Employer contributions (assets) at end of year2018-12-31$1,349,676
Employer contributions (assets) at beginning of year2018-12-31$619,133
Income. Dividends from common stock2018-12-31$75,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,569,301
Contract administrator fees2018-12-31$362,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,940,851
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$3,851,816
Liabilities. Value of benefit claims payable at end of year2018-12-31$348,300
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$360,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$937,776
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PACKER THOMAS
Accountancy firm EIN2018-12-31341667340
2017 : IBEW LOCAL 712 WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$177,284
Total unrealized appreciation/depreciation of assets2017-12-31$177,284
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$603,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$612,731
Total income from all sources (including contributions)2017-12-31$9,261,595
Total loss/gain on sale of assets2017-12-31$522,533
Total of all expenses incurred2017-12-31$6,529,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,984,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,324,957
Value of total assets at end of year2017-12-31$26,765,797
Value of total assets at beginning of year2017-12-31$24,042,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$544,954
Total interest from all sources2017-12-31$2,380
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$468,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$394,425
Administrative expenses professional fees incurred2017-12-31$68,519
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$372,094
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$402,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$274,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$126,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$18,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$82,501
Administrative expenses (other) incurred2017-12-31$135,940
Liabilities. Value of operating payables at end of year2017-12-31$224,713
Liabilities. Value of operating payables at beginning of year2017-12-31$225,730
Total non interest bearing cash at end of year2017-12-31$1,446,230
Total non interest bearing cash at beginning of year2017-12-31$1,443,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,732,096
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,162,178
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,430,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,572,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,893,125
Interest earned on other investments2017-12-31$2,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,450
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$385,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$766,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,952,863
Employer contributions (assets) at end of year2017-12-31$619,133
Employer contributions (assets) at beginning of year2017-12-31$448,293
Income. Dividends from common stock2017-12-31$73,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,196,476
Contract administrator fees2017-12-31$290,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$3,851,816
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,129,846
Liabilities. Value of benefit claims payable at end of year2017-12-31$360,600
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$304,500
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$522,533
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PACKER THOMAS
Accountancy firm EIN2017-12-31341667340
2016 : IBEW LOCAL 712 WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$39,180
Total unrealized appreciation/depreciation of assets2016-12-31$39,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$612,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$141,933
Total income from all sources (including contributions)2016-12-31$8,100,651
Total loss/gain on sale of assets2016-12-31$6,544
Total of all expenses incurred2016-12-31$6,892,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,280,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,975,041
Value of total assets at end of year2016-12-31$24,042,813
Value of total assets at beginning of year2016-12-31$22,364,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$612,605
Total interest from all sources2016-12-31$2,319
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$433,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$366,704
Administrative expenses professional fees incurred2016-12-31$103,735
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$314,339
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$565,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$126,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$88,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$82,501
Administrative expenses (other) incurred2016-12-31$105,314
Liabilities. Value of operating payables at end of year2016-12-31$225,730
Liabilities. Value of operating payables at beginning of year2016-12-31$64,486
Total non interest bearing cash at end of year2016-12-31$1,443,496
Total non interest bearing cash at beginning of year2016-12-31$1,847,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,207,983
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,430,082
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,222,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$45,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,893,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,884,507
Interest earned on other investments2016-12-31$2,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,447
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$317,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$643,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,660,702
Employer contributions (assets) at end of year2016-12-31$448,293
Employer contributions (assets) at beginning of year2016-12-31$495,795
Income. Dividends from common stock2016-12-31$67,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,397,230
Contract administrator fees2016-12-31$358,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,129,846
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,045,705
Liabilities. Value of benefit claims payable at end of year2016-12-31$304,500
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$77,447
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$6,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PACKER THOMAS
Accountancy firm EIN2016-12-31341667340
2015 : IBEW LOCAL 712 WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-24,012
Total unrealized appreciation/depreciation of assets2015-12-31$-24,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$141,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$84,864
Total income from all sources (including contributions)2015-12-31$7,090,618
Total loss/gain on sale of assets2015-12-31$72,227
Total of all expenses incurred2015-12-31$6,235,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,859,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,884,110
Value of total assets at end of year2015-12-31$22,364,032
Value of total assets at beginning of year2015-12-31$21,452,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$376,611
Total interest from all sources2015-12-31$140
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$407,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$339,954
Administrative expenses professional fees incurred2015-12-31$77,255
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$337,207
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$603,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$88,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$171,718
Administrative expenses (other) incurred2015-12-31$160,388
Liabilities. Value of operating payables at end of year2015-12-31$64,486
Total non interest bearing cash at end of year2015-12-31$1,847,992
Total non interest bearing cash at beginning of year2015-12-31$1,065,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$854,862
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,222,099
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,367,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$23,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,884,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,794,821
Interest earned on other investments2015-12-31$140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-249,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,546,903
Employer contributions (assets) at end of year2015-12-31$495,795
Employer contributions (assets) at beginning of year2015-12-31$460,841
Income. Dividends from common stock2015-12-31$67,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,255,620
Contract administrator fees2015-12-31$115,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,045,705
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,957,801
Liabilities. Value of benefit claims payable at end of year2015-12-31$77,447
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$84,864
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$72,227
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PACKER THOMAS
Accountancy firm EIN2015-12-31341667340
2014 : IBEW LOCAL 712 WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$137,964
Total unrealized appreciation/depreciation of assets2014-12-31$137,964
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$84,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$264,334
Total income from all sources (including contributions)2014-12-31$7,546,533
Total loss/gain on sale of assets2014-12-31$21,020
Total of all expenses incurred2014-12-31$5,761,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,311,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,228,744
Value of total assets at end of year2014-12-31$21,452,101
Value of total assets at beginning of year2014-12-31$19,846,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450,200
Total interest from all sources2014-12-31$1,826
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$412,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$336,296
Administrative expenses professional fees incurred2014-12-31$40,979
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$233,634
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$538,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$171,718
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$324,023
Administrative expenses (other) incurred2014-12-31$272,757
Total non interest bearing cash at end of year2014-12-31$1,065,473
Total non interest bearing cash at beginning of year2014-12-31$1,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,784,985
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,367,237
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,582,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$28,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,794,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,481,912
Interest earned on other investments2014-12-31$1,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$765,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$765,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$744,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,995,110
Employer contributions (assets) at end of year2014-12-31$460,841
Employer contributions (assets) at beginning of year2014-12-31$274,363
Income. Dividends from common stock2014-12-31$75,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,772,618
Contract administrator fees2014-12-31$108,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,957,801
Liabilities. Value of benefit claims payable at end of year2014-12-31$84,864
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$264,334
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$21,020
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PACKER THOMAS
Accountancy firm EIN2014-12-31341667340
2013 : IBEW LOCAL 712 WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$240,163
Total unrealized appreciation/depreciation of assets2013-12-31$240,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$264,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$91,905
Total income from all sources (including contributions)2013-12-31$5,712,706
Total loss/gain on sale of assets2013-12-31$924,867
Total of all expenses incurred2013-12-31$4,772,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,481,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,104,878
Value of total assets at end of year2013-12-31$19,846,586
Value of total assets at beginning of year2013-12-31$18,733,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$290,534
Total interest from all sources2013-12-31$246,059
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$171,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$31,485
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$166,676
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$324,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$161,954
Other income not declared elsewhere2013-12-31$25,179
Administrative expenses (other) incurred2013-12-31$130,399
Total non interest bearing cash at end of year2013-12-31$1,206
Total non interest bearing cash at beginning of year2013-12-31$1,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$940,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,582,252
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,641,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$18,481,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,407,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$765,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$766,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$766,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$246,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,104,878
Employer contributions (assets) at end of year2013-12-31$274,363
Employer contributions (assets) at beginning of year2013-12-31$396,231
Income. Dividends from common stock2013-12-31$171,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,314,814
Contract administrator fees2013-12-31$114,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$264,334
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$91,905
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$924,867
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PACKER THOMAS
Accountancy firm EIN2013-12-31341667340
2012 : IBEW LOCAL 712 WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$721,726
Total unrealized appreciation/depreciation of assets2012-12-31$721,726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$91,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$199,835
Total income from all sources (including contributions)2012-12-31$6,184,961
Total loss/gain on sale of assets2012-12-31$83,374
Total of all expenses incurred2012-12-31$4,815,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,528,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,874,854
Value of total assets at end of year2012-12-31$18,733,476
Value of total assets at beginning of year2012-12-31$17,471,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$286,809
Total interest from all sources2012-12-31$360,409
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$143,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$55,593
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$283,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$161,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$155,364
Other income not declared elsewhere2012-12-31$1,550
Administrative expenses (other) incurred2012-12-31$62,861
Total non interest bearing cash at end of year2012-12-31$1,206
Total non interest bearing cash at beginning of year2012-12-31$801,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,369,915
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,641,571
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,271,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$168,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,407,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,104,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$766,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$92,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$92,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$360,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,874,854
Employer contributions (assets) at end of year2012-12-31$396,231
Employer contributions (assets) at beginning of year2012-12-31$318,081
Income. Dividends from common stock2012-12-31$143,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,245,186
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$91,905
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$199,835
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$83,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HILL, BARTH & KING LLC
Accountancy firm EIN2012-12-31341897225
2011 : IBEW LOCAL 712 WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$344,399
Total unrealized appreciation/depreciation of assets2011-12-31$344,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$199,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,061
Total income from all sources (including contributions)2011-12-31$4,680,701
Total loss/gain on sale of assets2011-12-31$2,770
Total of all expenses incurred2011-12-31$4,563,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,333,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,840,149
Value of total assets at end of year2011-12-31$17,471,491
Value of total assets at beginning of year2011-12-31$17,164,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$229,318
Total interest from all sources2011-12-31$100,613
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$392,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$28,829
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$47,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$155,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$154,864
Administrative expenses (other) incurred2011-12-31$46,440
Total non interest bearing cash at end of year2011-12-31$801,242
Total non interest bearing cash at beginning of year2011-12-31$704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$117,587
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,271,656
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,154,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$154,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$16,104,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,281,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$92,740
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,346,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,346,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$100,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,840,149
Employer contributions (assets) at end of year2011-12-31$318,081
Employer contributions (assets) at beginning of year2011-12-31$380,799
Income. Dividends from common stock2011-12-31$392,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,286,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$199,835
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$10,061
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,770
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HILL, BARTH & KING, LLC
Accountancy firm EIN2011-12-31341897225
2010 : IBEW LOCAL 712 WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$893,048
Total unrealized appreciation/depreciation of assets2010-12-31$893,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,652
Total income from all sources (including contributions)2010-12-31$6,481,139
Total of all expenses incurred2010-12-31$4,580,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,353,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,099,519
Value of total assets at end of year2010-12-31$17,164,130
Value of total assets at beginning of year2010-12-31$15,286,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$226,329
Total interest from all sources2010-12-31$4,833
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$483,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$29,449
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$46,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$154,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$210,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,814
Administrative expenses (other) incurred2010-12-31$36,080
Total non interest bearing cash at end of year2010-12-31$704
Total non interest bearing cash at beginning of year2010-12-31$11,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,900,923
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,154,069
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,253,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$160,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,281,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,304,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,346,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,433,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,433,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,099,519
Employer contributions (assets) at end of year2010-12-31$380,799
Employer contributions (assets) at beginning of year2010-12-31$326,660
Income. Dividends from common stock2010-12-31$483,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,307,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$10,061
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,838
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HILL, BARTH & KING, LLC
Accountancy firm EIN2010-12-31341897225

Form 5500 Responses for IBEW LOCAL 712 WELFARE TRUST FUND

2022: IBEW LOCAL 712 WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 712 WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 712 WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 712 WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 712 WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 712 WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 712 WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 712 WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 712 WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 712 WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 712 WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 712 WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 712 WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number021245302 ET AL
Policy instance 1
Insurance contract or identification number021245302 ET AL
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number021245302 ET AL
Policy instance 1
Insurance contract or identification number021245302 ET AL
Number of Individuals Covered1145
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $125,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number805293G
Policy instance 2
Insurance contract or identification number805293G
Number of Individuals Covered779
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $101,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 1
Insurance contract or identification number0842844
Number of Individuals Covered779
Insurance policy start date2020-01-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $34,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 1
Insurance contract or identification number0842844
Number of Individuals Covered779
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $139,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 1
Insurance contract or identification number0842844
Number of Individuals Covered783
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $141,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 1
Insurance contract or identification number0842844
Number of Individuals Covered755
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $141,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844-SHORT
Policy instance 4
Insurance contract or identification number0842844-SHORT
Number of Individuals Covered747
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $72,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 3
Insurance contract or identification number0842844
Number of Individuals Covered743
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA COMPANIES, INC. (National Association of Insurance Commissioners NAIC id number: 89070 )
Policy contract number0261633
Policy instance 2
Insurance contract or identification number0261633
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,861
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01295511
Policy instance 1
Insurance contract or identification number01295511
Number of Individuals Covered978
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedPREFERRED PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $3,831,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 4
Insurance contract or identification number0842844
Number of Individuals Covered843
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACC DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $162,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2160
Policy instance 2
Insurance contract or identification number2160
Number of Individuals Covered283
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01295511
Policy instance 1
Insurance contract or identification number01295511
Number of Individuals Covered380
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedPREFERRED PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $3,396,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01295511
Policy instance 1
Insurance contract or identification number01295511
Number of Individuals Covered362
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedPREFERRED PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $3,018,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2160
Policy instance 2
Insurance contract or identification number2160
Number of Individuals Covered283
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842844
Policy instance 4
Insurance contract or identification number0842844
Number of Individuals Covered835
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $157,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number842844-10-00001
Policy instance 5
Insurance contract or identification number842844-10-00001
Number of Individuals Covered374
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 )
Policy contract number2160
Policy instance 2
Insurance contract or identification number2160
Number of Individuals Covered374
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number12955/14220
Policy instance 1
Insurance contract or identification number12955/14220
Number of Individuals Covered374
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedPREFERRED PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $2,934,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number12955/14220
Policy instance 1
Insurance contract or identification number12955/14220
Number of Individuals Covered366
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedPREFERRED PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $3,158,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number12955/14220
Policy instance 1
Insurance contract or identification number12955/14220
Number of Individuals Covered396
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Other welfare benefits providedPREFERRED PROVIDER
Welfare Benefit Premiums Paid to CarrierUSD $3,429,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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