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ELECTRICAL WORKERS BENEFIT PLAN 401k Plan overview

Plan NameELECTRICAL WORKERS BENEFIT PLAN
Plan identification number 501

ELECTRICAL WORKERS BENEFIT PLAN 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)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES OF ELECTRICAL WORKERS BENEFIT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF ELECTRICAL WORKERS BENEFIT TRUST FUND
Employer identification number (EIN):350851694
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRICAL WORKERS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01STEPHEN MENSER
5012017-01-01
5012016-01-01STEPHEN MENSER
5012015-01-01STEPHEN MENSER
5012014-01-01LARRY VANTRIES
5012013-01-01LARRY VANTRIES
5012012-01-01LARRY VANTRIES
5012011-01-01LARRY VANTRIES
5012010-01-01LARRY VANTRIES
5012009-01-01LARRY VANTRIES
5012009-01-01LARRY VANTRIES

Plan Statistics for ELECTRICAL WORKERS BENEFIT PLAN

401k plan membership statisitcs for ELECTRICAL WORKERS BENEFIT PLAN

Measure Date Value
2022: ELECTRICAL WORKERS BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,782
Total number of active participants reported on line 7a of the Form 55002022-01-012,057
Number of retired or separated participants receiving benefits2022-01-01648
Total of all active and inactive participants2022-01-012,705
Number of employers contributing to the scheme2022-01-01104
2021: ELECTRICAL WORKERS BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,706
Total number of active participants reported on line 7a of the Form 55002021-01-012,101
Number of retired or separated participants receiving benefits2021-01-01681
Total of all active and inactive participants2021-01-012,782
Number of employers contributing to the scheme2021-01-0197
2020: ELECTRICAL WORKERS BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,681
Total number of active participants reported on line 7a of the Form 55002020-01-012,066
Number of retired or separated participants receiving benefits2020-01-01640
Total of all active and inactive participants2020-01-012,706
Number of employers contributing to the scheme2020-01-01104
2019: ELECTRICAL WORKERS BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,629
Total number of active participants reported on line 7a of the Form 55002019-01-012,049
Number of retired or separated participants receiving benefits2019-01-01632
Total of all active and inactive participants2019-01-012,681
Number of employers contributing to the scheme2019-01-0185
2018: ELECTRICAL WORKERS BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,498
Total number of active participants reported on line 7a of the Form 55002018-01-012,002
Number of retired or separated participants receiving benefits2018-01-01621
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-012,629
2017: ELECTRICAL WORKERS BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,356
Total number of active participants reported on line 7a of the Form 55002017-01-011,879
Number of retired or separated participants receiving benefits2017-01-01616
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-012,498
2016: ELECTRICAL WORKERS BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,454
Total number of active participants reported on line 7a of the Form 55002016-01-011,737
Number of retired or separated participants receiving benefits2016-01-01615
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-012,356
2015: ELECTRICAL WORKERS BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,271
Total number of active participants reported on line 7a of the Form 55002015-01-011,750
Number of retired or separated participants receiving benefits2015-01-01704
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,454
2014: ELECTRICAL WORKERS BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,463
Total number of active participants reported on line 7a of the Form 55002014-01-011,683
Number of retired or separated participants receiving benefits2014-01-01582
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-012,271
2013: ELECTRICAL WORKERS BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,435
Total number of active participants reported on line 7a of the Form 55002013-01-011,840
Number of retired or separated participants receiving benefits2013-01-01623
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,463
Number of employers contributing to the scheme2013-01-01122
2012: ELECTRICAL WORKERS BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,337
Total number of active participants reported on line 7a of the Form 55002012-01-011,835
Number of retired or separated participants receiving benefits2012-01-01600
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,435
2011: ELECTRICAL WORKERS BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,290
Total number of active participants reported on line 7a of the Form 55002011-01-011,771
Number of retired or separated participants receiving benefits2011-01-01566
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012,337
Number of employers contributing to the scheme2011-01-011
2010: ELECTRICAL WORKERS BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,525
Total number of active participants reported on line 7a of the Form 55002010-01-011,590
Number of retired or separated participants receiving benefits2010-01-01700
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012,290
Number of employers contributing to the scheme2010-01-011
2009: ELECTRICAL WORKERS BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,839
Total number of active participants reported on line 7a of the Form 55002009-01-011,899
Number of retired or separated participants receiving benefits2009-01-01626
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,525
Total participants2009-01-010
Number of employers contributing to the scheme2009-01-011

Financial Data on ELECTRICAL WORKERS BENEFIT PLAN

Measure Date Value
2022 : ELECTRICAL WORKERS BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,106,267
Total unrealized appreciation/depreciation of assets2022-12-31$-5,106,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,076,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,790,803
Total income from all sources (including contributions)2022-12-31$23,451,697
Total loss/gain on sale of assets2022-12-31$-2,664,182
Total of all expenses incurred2022-12-31$38,261,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,840,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$42,378,160
Value of total assets at end of year2022-12-31$158,526,300
Value of total assets at beginning of year2022-12-31$174,050,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,421,627
Total interest from all sources2022-12-31$947,984
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,236,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,907,790
Administrative expenses professional fees incurred2022-12-31$181,121
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,861,119
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,133,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,070,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,361,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$219,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$292,174
Other income not declared elsewhere2022-12-31$939,521
Administrative expenses (other) incurred2022-12-31$997,764
Liabilities. Value of operating payables at end of year2022-12-31$187,064
Liabilities. Value of operating payables at beginning of year2022-12-31$119,629
Total non interest bearing cash at end of year2022-12-31$23,529,899
Total non interest bearing cash at beginning of year2022-12-31$16,778,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,810,184
Value of net assets at end of year (total assets less liabilities)2022-12-31$154,449,870
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$169,260,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$242,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,668,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,599,577
Income. Interest from US Government securities2022-12-31$351,706
Income. Interest from corporate debt instruments2022-12-31$542,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,968,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,386,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,386,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$53,287
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,704,612
Asset value of US Government securities at end of year2022-12-31$16,163,157
Asset value of US Government securities at beginning of year2022-12-31$19,456,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,280,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$38,517,041
Employer contributions (assets) at end of year2022-12-31$3,284,281
Employer contributions (assets) at beginning of year2022-12-31$3,030,079
Income. Dividends from common stock2022-12-31$328,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$34,001,699
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$17,514,940
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$17,051,589
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$19,259,364
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$23,284,833
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,670,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,379,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$67,203
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$102,189
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$34,005,216
Aggregate carrying amount (costs) on sale of assets2022-12-31$36,669,398
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : ELECTRICAL WORKERS BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,096,033
Total unrealized appreciation/depreciation of assets2021-12-31$3,096,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,790,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,049,242
Total income from all sources (including contributions)2021-12-31$59,502,363
Total loss/gain on sale of assets2021-12-31$78,973
Total of all expenses incurred2021-12-31$37,038,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,638,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$43,464,337
Value of total assets at end of year2021-12-31$174,050,857
Value of total assets at beginning of year2021-12-31$150,845,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,400,104
Total interest from all sources2021-12-31$965,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,108,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,822,526
Administrative expenses professional fees incurred2021-12-31$157,779
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,698,778
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,125,654
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,361,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,019,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$292,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$299,504
Other income not declared elsewhere2021-12-31$1,381,948
Administrative expenses (other) incurred2021-12-31$980,108
Liabilities. Value of operating payables at end of year2021-12-31$119,629
Liabilities. Value of operating payables at beginning of year2021-12-31$244,738
Total non interest bearing cash at end of year2021-12-31$16,778,370
Total non interest bearing cash at beginning of year2021-12-31$5,807,731
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$22,464,223
Value of net assets at end of year (total assets less liabilities)2021-12-31$169,260,054
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$146,795,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$262,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$89,599,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$76,368,602
Income. Interest from US Government securities2021-12-31$442,957
Income. Interest from corporate debt instruments2021-12-31$520,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,386,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$12,557,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$12,557,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,693
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,736,689
Asset value of US Government securities at end of year2021-12-31$19,456,426
Asset value of US Government securities at beginning of year2021-12-31$15,708,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,407,594
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$39,765,559
Employer contributions (assets) at end of year2021-12-31$3,030,079
Employer contributions (assets) at beginning of year2021-12-31$3,334,283
Income. Dividends from common stock2021-12-31$285,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,775,693
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$17,051,589
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$16,566,226
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$23,284,833
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$19,339,452
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,379,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,505,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$102,189
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$142,957
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$45,383,428
Aggregate carrying amount (costs) on sale of assets2021-12-31$45,304,455
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : ELECTRICAL WORKERS BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,021,173
Total unrealized appreciation/depreciation of assets2020-12-31$4,021,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,049,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,915,610
Total income from all sources (including contributions)2020-12-31$58,716,702
Total loss/gain on sale of assets2020-12-31$242,632
Total of all expenses incurred2020-12-31$32,001,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,623,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,758,615
Value of total assets at end of year2020-12-31$150,845,073
Value of total assets at beginning of year2020-12-31$125,996,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,377,952
Total interest from all sources2020-12-31$830,093
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,034,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,771,051
Administrative expenses professional fees incurred2020-12-31$177,925
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,688,329
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$980,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,019,491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$914,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$299,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$286,288
Other income not declared elsewhere2020-12-31$1,083,147
Administrative expenses (other) incurred2020-12-31$988,537
Liabilities. Value of operating payables at end of year2020-12-31$244,738
Liabilities. Value of operating payables at beginning of year2020-12-31$252,322
Total non interest bearing cash at end of year2020-12-31$5,807,731
Total non interest bearing cash at beginning of year2020-12-31$4,696,331
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$26,714,956
Value of net assets at end of year (total assets less liabilities)2020-12-31$146,795,831
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$120,080,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$211,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$76,368,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,538,555
Income. Interest from US Government securities2020-12-31$322,128
Income. Interest from corporate debt instruments2020-12-31$500,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$12,557,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,630,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,630,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,743
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,660,719
Asset value of US Government securities at end of year2020-12-31$15,708,575
Asset value of US Government securities at beginning of year2020-12-31$14,886,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,746,131
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$38,070,286
Employer contributions (assets) at end of year2020-12-31$3,334,283
Employer contributions (assets) at beginning of year2020-12-31$3,350,789
Income. Dividends from common stock2020-12-31$263,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,982,538
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$16,566,226
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$15,756,026
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$19,339,452
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$16,056,648
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,505,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,377,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$142,957
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$166,559
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$39,736,613
Aggregate carrying amount (costs) on sale of assets2020-12-31$39,493,981
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : ELECTRICAL WORKERS BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,376,088
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,376,088
Total unrealized appreciation/depreciation of assets2019-12-31$4,376,088
Total unrealized appreciation/depreciation of assets2019-12-31$4,376,088
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,915,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,915,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,649,689
Total income from all sources (including contributions)2019-12-31$56,834,729
Total income from all sources (including contributions)2019-12-31$56,834,729
Total loss/gain on sale of assets2019-12-31$834,323
Total loss/gain on sale of assets2019-12-31$834,323
Total of all expenses incurred2019-12-31$37,407,730
Total of all expenses incurred2019-12-31$37,407,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,075,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,075,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,363,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,363,899
Value of total assets at end of year2019-12-31$125,996,485
Value of total assets at end of year2019-12-31$125,996,485
Value of total assets at beginning of year2019-12-31$105,303,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,331,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,331,877
Total interest from all sources2019-12-31$886,398
Total interest from all sources2019-12-31$886,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,916,195
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,916,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,658,326
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,658,326
Administrative expenses professional fees incurred2019-12-31$201,609
Administrative expenses professional fees incurred2019-12-31$201,609
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,352,934
Contributions received from participants2019-12-31$3,352,934
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,114,736
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,114,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$914,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$376,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$286,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$286,288
Other income not declared elsewhere2019-12-31$1,548,517
Other income not declared elsewhere2019-12-31$1,548,517
Administrative expenses (other) incurred2019-12-31$912,277
Administrative expenses (other) incurred2019-12-31$912,277
Liabilities. Value of operating payables at end of year2019-12-31$252,322
Liabilities. Value of operating payables at end of year2019-12-31$252,322
Liabilities. Value of operating payables at beginning of year2019-12-31$350,689
Total non interest bearing cash at end of year2019-12-31$4,696,331
Total non interest bearing cash at beginning of year2019-12-31$389,811
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$19,426,999
Value of net income/loss2019-12-31$19,426,999
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,080,875
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,080,875
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,653,876
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$217,991
Investment advisory and management fees2019-12-31$217,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,538,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,647,501
Income. Interest from US Government securities2019-12-31$308,969
Income. Interest from US Government securities2019-12-31$308,969
Income. Interest from corporate debt instruments2019-12-31$532,139
Income. Interest from corporate debt instruments2019-12-31$532,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,630,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,741,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,741,352
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$45,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$45,290
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$963,081
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$963,081
Asset value of US Government securities at end of year2019-12-31$14,886,202
Asset value of US Government securities at beginning of year2019-12-31$11,598,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,909,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,909,309
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$33,010,965
Contributions received in cash from employer2019-12-31$33,010,965
Employer contributions (assets) at end of year2019-12-31$3,350,789
Employer contributions (assets) at beginning of year2019-12-31$2,439,040
Income. Dividends from common stock2019-12-31$257,869
Income. Dividends from common stock2019-12-31$257,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,998,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$33,998,036
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$15,756,026
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$19,098,858
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,056,648
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$11,913,959
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,377,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,377,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,299,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$166,559
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$97,970
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
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$34,997,384
Aggregate proceeds on sale of assets2019-12-31$34,997,384
Aggregate carrying amount (costs) on sale of assets2019-12-31$34,163,061
Aggregate carrying amount (costs) on sale of assets2019-12-31$34,163,061
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : ELECTRICAL WORKERS BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-351,674
Total unrealized appreciation/depreciation of assets2018-12-31$-351,674
Total transfer of assets to this plan2018-12-31$364,560
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,649,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,479,361
Total income from all sources (including contributions)2018-12-31$26,438,185
Total loss/gain on sale of assets2018-12-31$687,735
Total of all expenses incurred2018-12-31$41,821,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,455,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,307,029
Value of total assets at end of year2018-12-31$105,303,565
Value of total assets at beginning of year2018-12-31$119,151,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,365,639
Total interest from all sources2018-12-31$938,799
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,546,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,203,362
Administrative expenses professional fees incurred2018-12-31$94,167
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,224,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$376,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$528,012
Administrative expenses (other) incurred2018-12-31$928,075
Liabilities. Value of operating payables at end of year2018-12-31$350,689
Liabilities. Value of operating payables at beginning of year2018-12-31$349,361
Total non interest bearing cash at end of year2018-12-31$389,811
Total non interest bearing cash at beginning of year2018-12-31$1,629,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,382,995
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,653,876
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$115,672,311
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$170,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$57,647,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$61,594,985
Income. Interest from US Government securities2018-12-31$202,354
Income. Interest from corporate debt instruments2018-12-31$703,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,741,352
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,221,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,221,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32,753
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$182,138
Asset value of US Government securities at end of year2018-12-31$11,598,961
Asset value of US Government securities at beginning of year2018-12-31$15,210,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,689,764
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$25,082,821
Employer contributions (assets) at end of year2018-12-31$2,439,040
Employer contributions (assets) at beginning of year2018-12-31$2,462,066
Income. Dividends from common stock2018-12-31$342,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,273,403
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$19,098,858
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$23,382,662
Contract administrator fees2018-12-31$2,172,905
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$11,913,959
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$13,044,732
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,299,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,130,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$97,970
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$78,012
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$35,388,030
Aggregate carrying amount (costs) on sale of assets2018-12-31$34,700,295
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 name2018-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2018-12-31351090346
2017 : ELECTRICAL WORKERS BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$1,181,936
Total unrealized appreciation/depreciation of assets2017-12-31$1,181,936
Total transfer of assets to this plan2017-12-31$64,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,479,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,925,795
Total income from all sources (including contributions)2017-12-31$40,079,766
Total loss/gain on sale of assets2017-12-31$1,298,114
Total of all expenses incurred2017-12-31$33,631,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$30,758,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,779,476
Value of total assets at end of year2017-12-31$119,151,672
Value of total assets at beginning of year2017-12-31$112,085,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,872,859
Total interest from all sources2017-12-31$974,061
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,411,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,176,827
Administrative expenses professional fees incurred2017-12-31$89,151
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,119,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$528,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$348,510
Administrative expenses (other) incurred2017-12-31$831,000
Liabilities. Value of operating payables at end of year2017-12-31$349,361
Liabilities. Value of operating payables at beginning of year2017-12-31$148,795
Total non interest bearing cash at end of year2017-12-31$1,629,272
Total non interest bearing cash at beginning of year2017-12-31$1,290,300
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$6,448,060
Value of net assets at end of year (total assets less liabilities)2017-12-31$115,672,311
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$109,159,851
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$169,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$61,594,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,867,987
Income. Interest from US Government securities2017-12-31$273,652
Income. Interest from corporate debt instruments2017-12-31$687,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,221,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,167,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,167,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,455
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$171,578
Asset value of US Government securities at end of year2017-12-31$15,210,056
Asset value of US Government securities at beginning of year2017-12-31$16,364,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,434,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,659,628
Employer contributions (assets) at end of year2017-12-31$2,462,066
Employer contributions (assets) at beginning of year2017-12-31$2,040,461
Income. Dividends from common stock2017-12-31$234,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,587,269
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$23,382,662
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$22,742,123
Contract administrator fees2017-12-31$1,783,708
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$13,044,732
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$11,254,075
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,130,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,777,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$78,012
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$10,570
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$54,288,168
Aggregate carrying amount (costs) on sale of assets2017-12-31$52,990,054
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : ELECTRICAL WORKERS BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-340,645
Total unrealized appreciation/depreciation of assets2016-12-31$-340,645
Total transfer of assets to this plan2016-12-31$32,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,925,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,910,300
Total income from all sources (including contributions)2016-12-31$32,813,258
Total loss/gain on sale of assets2016-12-31$2,124,665
Total of all expenses incurred2016-12-31$32,576,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$29,936,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,125,893
Value of total assets at end of year2016-12-31$112,085,646
Value of total assets at beginning of year2016-12-31$111,801,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,640,753
Total interest from all sources2016-12-31$962,644
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,546,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,218,877
Administrative expenses professional fees incurred2016-12-31$70,943
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,127,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$348,510
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$333,486
Administrative expenses (other) incurred2016-12-31$1,009,638
Liabilities. Value of operating payables at end of year2016-12-31$148,795
Liabilities. Value of operating payables at beginning of year2016-12-31$270,300
Total non interest bearing cash at end of year2016-12-31$1,290,300
Total non interest bearing cash at beginning of year2016-12-31$531,440
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$236,380
Value of net assets at end of year (total assets less liabilities)2016-12-31$109,159,851
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,891,321
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$169,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,867,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,538,206
Income. Interest from US Government securities2016-12-31$294,662
Income. Interest from corporate debt instruments2016-12-31$664,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,167,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,342,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,342,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,414
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$151,202
Asset value of US Government securities at end of year2016-12-31$16,364,546
Asset value of US Government securities at beginning of year2016-12-31$19,454,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,394,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,997,906
Employer contributions (assets) at end of year2016-12-31$2,040,461
Employer contributions (assets) at beginning of year2016-12-31$1,772,918
Income. Dividends from common stock2016-12-31$327,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$29,784,923
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$22,742,123
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$25,386,565
Contract administrator fees2016-12-31$1,391,047
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$11,254,075
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$10,424,904
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,777,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,640,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$10,570
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$16,854
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$48,276,925
Aggregate carrying amount (costs) on sale of assets2016-12-31$46,152,260
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : ELECTRICAL WORKERS BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-1,079,984
Total unrealized appreciation/depreciation of assets2015-12-31$-1,079,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,910,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,343,699
Total income from all sources (including contributions)2015-12-31$24,402,759
Total loss/gain on sale of assets2015-12-31$209,889
Total of all expenses incurred2015-12-31$28,775,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,906,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$23,522,426
Value of total assets at end of year2015-12-31$111,801,621
Value of total assets at beginning of year2015-12-31$116,607,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,869,293
Total interest from all sources2015-12-31$1,048,930
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,494,917
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$1,219,789
Administrative expenses professional fees incurred2015-12-31$79,139
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,239,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$333,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$374,217
Administrative expenses (other) incurred2015-12-31$981,422
Liabilities. Value of operating payables at end of year2015-12-31$270,300
Liabilities. Value of operating payables at beginning of year2015-12-31$86,699
Total non interest bearing cash at end of year2015-12-31$531,440
Total non interest bearing cash at beginning of year2015-12-31$719,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,372,757
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,891,321
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,264,078
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$184,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,538,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,532,531
Income. Interest from US Government securities2015-12-31$373,312
Income. Interest from corporate debt instruments2015-12-31$674,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,342,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$620,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$620,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$710
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$147,717
Asset value of US Government securities at end of year2015-12-31$19,454,973
Asset value of US Government securities at beginning of year2015-12-31$27,389,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-793,419
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$20,282,926
Employer contributions (assets) at end of year2015-12-31$1,772,918
Employer contributions (assets) at beginning of year2015-12-31$1,555,935
Income. Dividends from common stock2015-12-31$275,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,758,506
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$25,386,565
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$20,818,032
Contract administrator fees2015-12-31$1,624,107
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$10,424,904
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$10,582,695
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,640,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,257,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$16,854
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$15,444
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$50,689,057
Aggregate carrying amount (costs) on sale of assets2015-12-31$50,479,168
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 name2015-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : ELECTRICAL WORKERS BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$526,191
Total unrealized appreciation/depreciation of assets2014-12-31$526,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,343,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,574,186
Total income from all sources (including contributions)2014-12-31$29,067,515
Total loss/gain on sale of assets2014-12-31$576,975
Total of all expenses incurred2014-12-31$28,078,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$25,395,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,879,392
Value of total assets at end of year2014-12-31$116,607,777
Value of total assets at beginning of year2014-12-31$114,849,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,683,825
Total interest from all sources2014-12-31$1,095,161
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,239,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$69,059
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,242,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$374,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$396,625
Administrative expenses (other) incurred2014-12-31$1,421,307
Liabilities. Value of operating payables at end of year2014-12-31$86,699
Liabilities. Value of operating payables at beginning of year2014-12-31$80,186
Total non interest bearing cash at end of year2014-12-31$719,404
Total non interest bearing cash at beginning of year2014-12-31$351,339
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$988,662
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,264,078
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$112,275,416
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$130,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,532,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$62,213,237
Income. Interest from US Government securities2014-12-31$444,504
Income. Interest from corporate debt instruments2014-12-31$648,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$620,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,437,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,437,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,144
Asset value of US Government securities at end of year2014-12-31$27,389,086
Asset value of US Government securities at beginning of year2014-12-31$28,539,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,750,773
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$18,636,482
Employer contributions (assets) at end of year2014-12-31$1,555,935
Employer contributions (assets) at beginning of year2014-12-31$1,930,818
Income. Dividends from common stock2014-12-31$1,239,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,395,028
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$20,818,032
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$19,963,738
Contract administrator fees2014-12-31$1,062,834
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$10,582,695
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,257,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,494,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$15,444
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,045
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$26,130,420
Aggregate carrying amount (costs) on sale of assets2014-12-31$25,553,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2014-12-31351090346
2013 : ELECTRICAL WORKERS BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,017,158
Total unrealized appreciation/depreciation of assets2013-12-31$-1,017,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,574,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,005,470
Total income from all sources (including contributions)2013-12-31$34,191,933
Total loss/gain on sale of assets2013-12-31$-479,472
Total of all expenses incurred2013-12-31$26,051,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$24,064,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,013,380
Value of total assets at end of year2013-12-31$114,849,602
Value of total assets at beginning of year2013-12-31$107,140,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,986,815
Total interest from all sources2013-12-31$1,236,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,298,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,298,670
Administrative expenses professional fees incurred2013-12-31$67,110
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,141,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$396,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$568,922
Administrative expenses (other) incurred2013-12-31$1,772,487
Liabilities. Value of operating payables at end of year2013-12-31$80,186
Liabilities. Value of operating payables at beginning of year2013-12-31$57,470
Total non interest bearing cash at end of year2013-12-31$351,339
Total non interest bearing cash at beginning of year2013-12-31$2,421,650
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$8,140,391
Value of net assets at end of year (total assets less liabilities)2013-12-31$112,275,416
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,135,025
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$147,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$62,213,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,930,111
Income. Interest from US Government securities2013-12-31$657,479
Income. Interest from corporate debt instruments2013-12-31$577,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,437,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,422,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,422,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,615
Asset value of US Government securities at end of year2013-12-31$28,539,117
Asset value of US Government securities at beginning of year2013-12-31$28,435,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,139,625
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$18,872,007
Employer contributions (assets) at end of year2013-12-31$1,930,818
Employer contributions (assets) at beginning of year2013-12-31$1,887,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,064,727
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$19,963,738
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$18,460,057
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,494,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,948,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,045
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$14,024
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$43,021,488
Aggregate carrying amount (costs) on sale of assets2013-12-31$43,500,960
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 name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2012 : ELECTRICAL WORKERS BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$589,755
Total unrealized appreciation/depreciation of assets2012-12-31$589,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,005,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,326,951
Total income from all sources (including contributions)2012-12-31$31,222,371
Total loss/gain on sale of assets2012-12-31$302,507
Total of all expenses incurred2012-12-31$24,924,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$23,216,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,100,282
Value of total assets at end of year2012-12-31$107,140,495
Value of total assets at beginning of year2012-12-31$101,163,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,707,247
Total interest from all sources2012-12-31$1,657,814
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,423,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,423,476
Administrative expenses professional fees incurred2012-12-31$70,835
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,961,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$568,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$582,885
Administrative expenses (other) incurred2012-12-31$1,479,654
Liabilities. Value of operating payables at end of year2012-12-31$57,470
Liabilities. Value of operating payables at beginning of year2012-12-31$95,951
Total non interest bearing cash at end of year2012-12-31$2,421,650
Total non interest bearing cash at beginning of year2012-12-31$1,336,063
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$6,298,355
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,135,025
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$97,836,670
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$156,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$53,930,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,473,995
Income. Interest from US Government securities2012-12-31$669,943
Income. Interest from corporate debt instruments2012-12-31$985,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,422,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,051,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,051,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,457
Asset value of US Government securities at end of year2012-12-31$28,435,485
Asset value of US Government securities at beginning of year2012-12-31$23,189,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,148,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$19,138,948
Employer contributions (assets) at end of year2012-12-31$1,887,274
Employer contributions (assets) at beginning of year2012-12-31$1,833,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$23,216,769
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$18,460,057
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$26,682,385
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,948,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,231,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$14,024
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$13,606
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$36,688,975
Aggregate carrying amount (costs) on sale of assets2012-12-31$36,386,468
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 name2012-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2012-12-31351090346
2011 : ELECTRICAL WORKERS BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$491,045
Total unrealized appreciation/depreciation of assets2011-12-31$491,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,326,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,112,770
Total income from all sources (including contributions)2011-12-31$26,425,678
Total loss/gain on sale of assets2011-12-31$4,855
Total of all expenses incurred2011-12-31$24,814,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,168,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,450,264
Value of total assets at end of year2011-12-31$101,163,621
Value of total assets at beginning of year2011-12-31$99,338,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,646,671
Total interest from all sources2011-12-31$1,825,681
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,226,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,226,690
Administrative expenses professional fees incurred2011-12-31$76,239
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,833,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$582,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$589,124
Administrative expenses (other) incurred2011-12-31$1,433,330
Liabilities. Value of operating payables at end of year2011-12-31$95,951
Liabilities. Value of operating payables at beginning of year2011-12-31$41,770
Total non interest bearing cash at end of year2011-12-31$1,336,063
Total non interest bearing cash at beginning of year2011-12-31$1,038,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,610,932
Value of net assets at end of year (total assets less liabilities)2011-12-31$97,836,670
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$96,225,738
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$137,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$46,473,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,693,517
Income. Interest from US Government securities2011-12-31$654,474
Income. Interest from corporate debt instruments2011-12-31$1,165,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,051,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$674,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$674,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5,669
Asset value of US Government securities at end of year2011-12-31$23,189,324
Asset value of US Government securities at beginning of year2011-12-31$24,068,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$427,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,616,739
Employer contributions (assets) at end of year2011-12-31$1,833,702
Employer contributions (assets) at beginning of year2011-12-31$1,962,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,168,075
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$26,682,385
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$25,297,101
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,231,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,071,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$13,606
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$14,497
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$35,918,065
Aggregate carrying amount (costs) on sale of assets2011-12-31$35,913,210
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 name2011-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-12-31351090346
2010 : ELECTRICAL WORKERS BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$413,538
Total unrealized appreciation/depreciation of assets2010-12-31$413,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,112,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,687,132
Total income from all sources (including contributions)2010-12-31$33,725,393
Total loss/gain on sale of assets2010-12-31$747,823
Total of all expenses incurred2010-12-31$24,606,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,888,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,627,365
Value of total assets at end of year2010-12-31$99,338,508
Value of total assets at beginning of year2010-12-31$89,794,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,718,136
Total interest from all sources2010-12-31$1,854,394
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,010,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,010,094
Administrative expenses professional fees incurred2010-12-31$39,444
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,274,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$589,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$543,859
Administrative expenses (other) incurred2010-12-31$1,539,780
Liabilities. Value of operating payables at end of year2010-12-31$41,770
Liabilities. Value of operating payables at beginning of year2010-12-31$98,132
Total non interest bearing cash at end of year2010-12-31$1,038,794
Total non interest bearing cash at beginning of year2010-12-31$0
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$9,118,842
Value of net assets at end of year (total assets less liabilities)2010-12-31$96,225,738
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$87,106,896
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$138,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$45,693,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,943,996
Income. Interest from US Government securities2010-12-31$919,225
Income. Interest from corporate debt instruments2010-12-31$932,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$674,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,196,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,196,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,519
Asset value of US Government securities at end of year2010-12-31$24,068,188
Asset value of US Government securities at beginning of year2010-12-31$25,622,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,072,179
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$21,352,842
Employer contributions (assets) at end of year2010-12-31$1,962,624
Employer contributions (assets) at beginning of year2010-12-31$2,036,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,888,415
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$25,297,101
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$20,427,796
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,071,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,589,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$14,497
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$22,648
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$41,284,032
Aggregate carrying amount (costs) on sale of assets2010-12-31$40,536,209
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 name2010-12-31KATZ, SAPPER AND MILLER LLP
Accountancy firm EIN2010-12-31351090346

Form 5500 Responses for ELECTRICAL WORKERS BENEFIT PLAN

2022: ELECTRICAL WORKERS BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELECTRICAL WORKERS BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELECTRICAL WORKERS BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELECTRICAL WORKERS BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELECTRICAL WORKERS BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ELECTRICAL WORKERS BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ELECTRICAL WORKERS BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ELECTRICAL WORKERS BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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: ELECTRICAL WORKERS BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELECTRICAL WORKERS BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELECTRICAL WORKERS BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELECTRICAL WORKERS BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELECTRICAL WORKERS BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELECTRICAL WORKERS BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 2
Insurance contract or identification numberSL10192
Number of Individuals Covered2290
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
Welfare Benefit Premiums Paid to CarrierUSD $233,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered824
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,184,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 2
Insurance contract or identification numberSL10192
Number of Individuals Covered2329
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
Welfare Benefit Premiums Paid to CarrierUSD $221,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered817
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 $1,231,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 2
Insurance contract or identification numberSL10192
Number of Individuals Covered2285
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $198,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 1
Insurance contract or identification numberH2001
Number of Individuals Covered797
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,186,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 2
Insurance contract or identification numberS5820
Number of Individuals Covered792
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
Welfare Benefit Premiums Paid to CarrierUSD $828,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 1
Insurance contract or identification numberSL10192
Number of Individuals Covered2250
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
Welfare Benefit Premiums Paid to CarrierUSD $199,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 1
Insurance contract or identification numberSL10192
Number of Individuals Covered2217
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $191,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 1
Insurance contract or identification numberSL10192
Number of Individuals Covered2201
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $181,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10192
Policy instance 1
Insurance contract or identification numberSL10192
Number of Individuals Covered2454
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $153,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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