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LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 401k Plan overview

Plan NameLAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN
Plan identification number 501

LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

BOARD OF TRUSTEES OF LAKE COUNTY INDIANA NECA-IBEW BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF LAKE COUNTY INDIANA NECA-IBEW BENEFIT PLAN
Employer identification number (EIN):350911491
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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
5012017-01-01RYAN REITHEL EDWARD SHIKANY2018-10-12
5012016-01-01RYAN REITHEL EDWARD SHIKANY2017-10-16
5012015-01-01DANIEL WALDROP EDWARD SHIKANY2016-10-06
5012014-01-01DANIEL WALDROP EDWARD SHIKANY2015-10-14
5012013-01-01DANIEL WALDROP EDWARD SHIKANY2014-10-09
5012012-01-01DANIEL WALDROP EDWARD SHIKANY2013-10-09
5012011-01-01RAYMOND KASMARK EDWARD SHIKANY2012-10-12
5012009-01-01RAYMOND KASMARK EDWARD SHIKANY2010-10-12

Plan Statistics for LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN

401k plan membership statisitcs for LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN

Measure Date Value
2022: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,380
Total number of active participants reported on line 7a of the Form 55002022-01-01892
Number of retired or separated participants receiving benefits2022-01-01514
Total of all active and inactive participants2022-01-011,406
Number of employers contributing to the scheme2022-01-0194
2021: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,316
Total number of active participants reported on line 7a of the Form 55002021-01-01842
Number of retired or separated participants receiving benefits2021-01-01538
Total of all active and inactive participants2021-01-011,380
Number of employers contributing to the scheme2021-01-0194
2020: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,399
Total number of active participants reported on line 7a of the Form 55002020-01-01801
Number of retired or separated participants receiving benefits2020-01-01515
Total of all active and inactive participants2020-01-011,316
Number of employers contributing to the scheme2020-01-0184
2019: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,355
Total number of active participants reported on line 7a of the Form 55002019-01-01890
Number of retired or separated participants receiving benefits2019-01-01509
Total of all active and inactive participants2019-01-011,399
Number of employers contributing to the scheme2019-01-0195
2018: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,341
Total number of active participants reported on line 7a of the Form 55002018-01-01859
Number of retired or separated participants receiving benefits2018-01-01496
Total of all active and inactive participants2018-01-011,355
Number of employers contributing to the scheme2018-01-0196
2017: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,326
Total number of active participants reported on line 7a of the Form 55002017-01-01847
Number of retired or separated participants receiving benefits2017-01-01494
Total of all active and inactive participants2017-01-011,341
Number of employers contributing to the scheme2017-01-01108
2016: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,358
Total number of active participants reported on line 7a of the Form 55002016-01-01850
Number of retired or separated participants receiving benefits2016-01-01476
Total of all active and inactive participants2016-01-011,326
Number of employers contributing to the scheme2016-01-01110
2015: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,401
Total number of active participants reported on line 7a of the Form 55002015-01-01884
Number of retired or separated participants receiving benefits2015-01-01474
Total of all active and inactive participants2015-01-011,358
Number of employers contributing to the scheme2015-01-01123
2014: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,416
Total number of active participants reported on line 7a of the Form 55002014-01-01927
Number of retired or separated participants receiving benefits2014-01-01474
Total of all active and inactive participants2014-01-011,401
Number of employers contributing to the scheme2014-01-01124
2013: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,407
Total number of active participants reported on line 7a of the Form 55002013-01-011,013
Number of retired or separated participants receiving benefits2013-01-01403
Total of all active and inactive participants2013-01-011,416
Number of employers contributing to the scheme2013-01-01127
2012: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,398
Total number of active participants reported on line 7a of the Form 55002012-01-011,018
Number of retired or separated participants receiving benefits2012-01-01389
Total of all active and inactive participants2012-01-011,407
Number of employers contributing to the scheme2012-01-01104
2011: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,394
Total number of active participants reported on line 7a of the Form 55002011-01-01940
Number of retired or separated participants receiving benefits2011-01-01458
Total of all active and inactive participants2011-01-011,398
Number of employers contributing to the scheme2011-01-01113
2009: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,462
Total number of active participants reported on line 7a of the Form 55002009-01-01957
Number of retired or separated participants receiving benefits2009-01-01454
Total of all active and inactive participants2009-01-011,411
Number of employers contributing to the scheme2009-01-01119

Financial Data on LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN

Measure Date Value
2022 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,260,798
Total unrealized appreciation/depreciation of assets2022-12-31$-1,260,798
Total transfer of assets to this plan2022-12-31$57,303,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,586,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,880,179
Total income from all sources (including contributions)2022-12-31$12,932,601
Total loss/gain on sale of assets2022-12-31$-837,682
Total of all expenses incurred2022-12-31$20,686,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,948,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,099,648
Value of total assets at end of year2022-12-31$104,442,539
Value of total assets at beginning of year2022-12-31$55,187,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$738,346
Total interest from all sources2022-12-31$423,903
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,209,439
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$1,209,439
Administrative expenses professional fees incurred2022-12-31$165,299
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$1,082,745
Assets. Other investments not covered elsewhere at end of year2022-12-31$139,945
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$163,388
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,233,895
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$716,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,423,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,586,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$58,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$370,109
Other income not declared elsewhere2022-12-31$892,850
Administrative expenses (other) incurred2022-12-31$460,087
Liabilities. Value of operating payables at end of year2022-12-31$178,620
Liabilities. Value of operating payables at beginning of year2022-12-31$163,070
Total non interest bearing cash at end of year2022-12-31$351,132
Total non interest bearing cash at beginning of year2022-12-31$411,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,754,062
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,856,095
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$52,307,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$8,142,055
Investment advisory and management fees2022-12-31$112,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,023,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,613,396
Interest earned on other investments2022-12-31$9,760
Income. Interest from US Government securities2022-12-31$106,424
Income. Interest from corporate debt instruments2022-12-31$244,354
Value of interest in common/collective trusts at end of year2022-12-31$36,108,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,177,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,013,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,013,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$63,365
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,761,454
Asset value of US Government securities at end of year2022-12-31$6,657,317
Asset value of US Government securities at beginning of year2022-12-31$6,752,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,079,683
Net investment gain or loss from common/collective trusts2022-12-31$-1,515,076
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$17,783,008
Employer contributions (assets) at end of year2022-12-31$1,745,972
Employer contributions (assets) at beginning of year2022-12-31$1,497,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,469,976
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$5,668,698
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$10,142,697
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,349,487
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,347,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$4,499
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$5,925
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$13,115,496
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,953,178
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-335,377
Total unrealized appreciation/depreciation of assets2021-12-31$-335,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,880,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,698,886
Total income from all sources (including contributions)2021-12-31$24,717,761
Total loss/gain on sale of assets2021-12-31$-202,571
Total of all expenses incurred2021-12-31$15,573,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,854,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,942,116
Value of total assets at end of year2021-12-31$55,187,331
Value of total assets at beginning of year2021-12-31$51,861,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$719,191
Total interest from all sources2021-12-31$393,719
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$379,571
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$379,571
Administrative expenses professional fees incurred2021-12-31$145,162
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$1,808,422
Assets. Other investments not covered elsewhere at end of year2021-12-31$163,388
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$319,736
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,839,057
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$668,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,586,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,221,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$370,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$416,104
Other income not declared elsewhere2021-12-31$1,309,133
Administrative expenses (other) incurred2021-12-31$457,913
Liabilities. Value of operating payables at end of year2021-12-31$163,070
Liabilities. Value of operating payables at beginning of year2021-12-31$56,950
Total non interest bearing cash at end of year2021-12-31$411,602
Total non interest bearing cash at beginning of year2021-12-31$946,827
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$9,144,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$52,307,152
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$43,163,104
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$116,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,613,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,831,900
Interest earned on other investments2021-12-31$11,667
Income. Interest from US Government securities2021-12-31$78,444
Income. Interest from corporate debt instruments2021-12-31$300,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,013,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,316,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,316,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,705
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,820,934
Asset value of US Government securities at end of year2021-12-31$6,752,720
Asset value of US Government securities at beginning of year2021-12-31$7,682,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,231,170
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$15,294,637
Employer contributions (assets) at end of year2021-12-31$1,497,668
Employer contributions (assets) at beginning of year2021-12-31$1,285,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,365,527
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$10,142,697
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$9,249,128
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,347,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$8,225,832
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$5,925
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$7,879
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$18,071,056
Aggregate carrying amount (costs) on sale of assets2021-12-31$18,273,627
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 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$485,537
Total unrealized appreciation/depreciation of assets2020-12-31$485,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,698,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,303,819
Total income from all sources (including contributions)2020-12-31$24,956,263
Total loss/gain on sale of assets2020-12-31$316,139
Total of all expenses incurred2020-12-31$22,351,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,615,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,493,986
Value of total assets at end of year2020-12-31$51,861,990
Value of total assets at beginning of year2020-12-31$47,862,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$735,596
Total interest from all sources2020-12-31$486,061
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$737,796
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$737,796
Administrative expenses professional fees incurred2020-12-31$177,072
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$2,276,720
Assets. Other investments not covered elsewhere at end of year2020-12-31$319,736
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$115,341
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,644,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$838,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,221,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,005,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$416,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$305,085
Other income not declared elsewhere2020-12-31$923,909
Administrative expenses (other) incurred2020-12-31$448,008
Liabilities. Value of operating payables at end of year2020-12-31$56,950
Liabilities. Value of operating payables at beginning of year2020-12-31$226,565
Total non interest bearing cash at end of year2020-12-31$946,827
Total non interest bearing cash at beginning of year2020-12-31$873,790
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$2,604,833
Value of net assets at end of year (total assets less liabilities)2020-12-31$43,163,104
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,558,271
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$110,516
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,831,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,977,232
Interest earned on other investments2020-12-31$12,902
Income. Interest from US Government securities2020-12-31$110,518
Income. Interest from corporate debt instruments2020-12-31$336,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,316,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,294,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,294,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$26,208
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$954,296
Asset value of US Government securities at end of year2020-12-31$7,682,817
Asset value of US Government securities at beginning of year2020-12-31$5,310,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,512,835
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$13,572,304
Employer contributions (assets) at end of year2020-12-31$1,285,441
Employer contributions (assets) at beginning of year2020-12-31$1,552,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,822,673
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$9,249,128
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,721,833
Liabilities. Value of benefit claims payable at end of year2020-12-31$8,225,832
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,772,169
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$7,879
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$10,160
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$12,819,909
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,503,770
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 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$293,902
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$293,902
Total unrealized appreciation/depreciation of assets2019-12-31$293,902
Total unrealized appreciation/depreciation of assets2019-12-31$293,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,303,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,303,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,631,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,631,629
Total income from all sources (including contributions)2019-12-31$28,955,666
Total income from all sources (including contributions)2019-12-31$28,955,666
Total loss/gain on sale of assets2019-12-31$421,869
Total loss/gain on sale of assets2019-12-31$421,869
Total of all expenses incurred2019-12-31$25,584,036
Total of all expenses incurred2019-12-31$25,584,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,787,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,787,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,976,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$21,976,863
Value of total assets at end of year2019-12-31$47,862,090
Value of total assets at end of year2019-12-31$47,862,090
Value of total assets at beginning of year2019-12-31$43,818,270
Value of total assets at beginning of year2019-12-31$43,818,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$796,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$796,431
Total interest from all sources2019-12-31$722,338
Total interest from all sources2019-12-31$722,338
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$482,593
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$482,593
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$482,593
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$482,593
Administrative expenses professional fees incurred2019-12-31$217,397
Administrative expenses professional fees incurred2019-12-31$217,397
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$1,616,742
Contributions received from participants2019-12-31$1,616,742
Assets. Other investments not covered elsewhere at end of year2019-12-31$115,341
Assets. Other investments not covered elsewhere at end of year2019-12-31$115,341
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$45,059
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$45,059
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,386,822
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,386,822
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$803,891
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$803,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,005,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,005,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$782,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$782,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$305,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$305,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$273,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$273,258
Other income not declared elsewhere2019-12-31$2,377,728
Other income not declared elsewhere2019-12-31$2,377,728
Administrative expenses (other) incurred2019-12-31$464,625
Administrative expenses (other) incurred2019-12-31$464,625
Liabilities. Value of operating payables at end of year2019-12-31$226,565
Liabilities. Value of operating payables at end of year2019-12-31$226,565
Liabilities. Value of operating payables at beginning of year2019-12-31$388,055
Liabilities. Value of operating payables at beginning of year2019-12-31$388,055
Total non interest bearing cash at end of year2019-12-31$873,790
Total non interest bearing cash at end of year2019-12-31$873,790
Total non interest bearing cash at beginning of year2019-12-31$123,157
Total non interest bearing cash at beginning of year2019-12-31$123,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,371,630
Value of net income/loss2019-12-31$3,371,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,558,271
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,558,271
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,186,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$37,186,641
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$114,409
Investment advisory and management fees2019-12-31$114,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,977,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,977,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,821,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,821,434
Interest earned on other investments2019-12-31$1,504
Interest earned on other investments2019-12-31$1,504
Income. Interest from US Government securities2019-12-31$178,859
Income. Interest from US Government securities2019-12-31$178,859
Income. Interest from corporate debt instruments2019-12-31$365,444
Income. Interest from corporate debt instruments2019-12-31$365,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,294,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,294,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,384,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,384,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,384,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,384,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$176,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$176,531
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$847,201
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$847,201
Asset value of US Government securities at end of year2019-12-31$5,310,524
Asset value of US Government securities at end of year2019-12-31$5,310,524
Asset value of US Government securities at beginning of year2019-12-31$6,460,372
Asset value of US Government securities at beginning of year2019-12-31$6,460,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,680,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,680,373
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$16,973,299
Contributions received in cash from employer2019-12-31$16,973,299
Employer contributions (assets) at end of year2019-12-31$1,552,685
Employer contributions (assets) at end of year2019-12-31$1,552,685
Employer contributions (assets) at beginning of year2019-12-31$1,492,198
Employer contributions (assets) at beginning of year2019-12-31$1,492,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,136,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,136,513
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,721,833
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,721,833
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$9,697,024
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$9,697,024
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,772,169
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,772,169
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,970,316
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,970,316
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$10,160
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$10,160
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$12,239
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$12,239
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$20,438,304
Aggregate proceeds on sale of assets2019-12-31$20,438,304
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,016,435
Aggregate carrying amount (costs) on sale of assets2019-12-31$20,016,435
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-154,756
Total unrealized appreciation/depreciation of assets2018-12-31$-154,756
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,631,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,637,262
Total income from all sources (including contributions)2018-12-31$21,856,958
Total loss/gain on sale of assets2018-12-31$-214,888
Total of all expenses incurred2018-12-31$20,862,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,135,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,356,100
Value of total assets at end of year2018-12-31$43,818,270
Value of total assets at beginning of year2018-12-31$38,828,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$726,169
Total interest from all sources2018-12-31$615,019
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$344,500
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$344,500
Administrative expenses professional fees incurred2018-12-31$170,771
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$1,490,968
Assets. Other investments not covered elsewhere at end of year2018-12-31$45,059
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$45,589
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,022,468
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$877,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$782,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$790,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$273,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$75,463
Other income not declared elsewhere2018-12-31$956,258
Administrative expenses (other) incurred2018-12-31$449,157
Liabilities. Value of operating payables at end of year2018-12-31$388,055
Liabilities. Value of operating payables at beginning of year2018-12-31$323,365
Total non interest bearing cash at end of year2018-12-31$123,157
Total non interest bearing cash at beginning of year2018-12-31$214,560
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$994,948
Value of net assets at end of year (total assets less liabilities)2018-12-31$37,186,641
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,191,693
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$106,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,821,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,061,610
Interest earned on other investments2018-12-31$1,348
Income. Interest from US Government securities2018-12-31$138,912
Income. Interest from corporate debt instruments2018-12-31$332,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,384,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,452,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,452,956
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$142,087
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$598,391
Asset value of US Government securities at end of year2018-12-31$6,460,372
Asset value of US Government securities at beginning of year2018-12-31$6,615,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,045,275
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$16,842,664
Employer contributions (assets) at end of year2018-12-31$1,492,198
Employer contributions (assets) at beginning of year2018-12-31$1,533,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,660,330
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$9,697,024
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$9,103,901
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,970,316
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,238,434
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$12,239
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$10,844
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$15,266,488
Aggregate carrying amount (costs) on sale of assets2018-12-31$15,481,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-39,583
Total unrealized appreciation/depreciation of assets2017-12-31$-39,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,637,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,171,540
Total income from all sources (including contributions)2017-12-31$23,387,902
Total loss/gain on sale of assets2017-12-31$29,711
Total of all expenses incurred2017-12-31$16,720,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,058,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,325,563
Value of total assets at end of year2017-12-31$38,828,955
Value of total assets at beginning of year2017-12-31$32,695,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$662,345
Total interest from all sources2017-12-31$404,050
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$286,861
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$286,861
Administrative expenses professional fees incurred2017-12-31$183,876
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$1,651,532
Assets. Other investments not covered elsewhere at end of year2017-12-31$45,589
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$46,172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,880,278
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$978,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$790,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,511,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$75,463
Other income not declared elsewhere2017-12-31$757,128
Administrative expenses (other) incurred2017-12-31$389,475
Liabilities. Value of operating payables at end of year2017-12-31$323,365
Liabilities. Value of operating payables at beginning of year2017-12-31$181,325
Total non interest bearing cash at end of year2017-12-31$214,560
Total non interest bearing cash at beginning of year2017-12-31$223,784
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$6,667,286
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,191,693
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,524,407
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$88,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,061,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,629,398
Interest earned on other investments2017-12-31$1,348
Income. Interest from US Government securities2017-12-31$103,035
Income. Interest from corporate debt instruments2017-12-31$256,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,452,956
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,669,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,669,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42,675
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$723,040
Asset value of US Government securities at end of year2017-12-31$6,615,916
Asset value of US Government securities at beginning of year2017-12-31$4,266,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,624,172
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$15,793,753
Employer contributions (assets) at end of year2017-12-31$1,533,086
Employer contributions (assets) at beginning of year2017-12-31$1,226,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,356,543
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$9,103,901
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$6,110,885
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,238,434
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,990,215
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$10,844
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$12,043
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$12,662,862
Aggregate carrying amount (costs) on sale of assets2017-12-31$12,633,151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-100,094
Total unrealized appreciation/depreciation of assets2016-12-31$-100,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,171,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,685,749
Total income from all sources (including contributions)2016-12-31$21,942,863
Total loss/gain on sale of assets2016-12-31$111,169
Total of all expenses incurred2016-12-31$16,527,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,503,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,297,903
Value of total assets at end of year2016-12-31$32,695,947
Value of total assets at beginning of year2016-12-31$28,795,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,024,522
Total interest from all sources2016-12-31$318,005
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$283,923
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$283,923
Administrative expenses professional fees incurred2016-12-31$191,647
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$1,786,340
Assets. Other investments not covered elsewhere at end of year2016-12-31$46,172
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,730,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$619,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,511,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$949,544
Other income not declared elsewhere2016-12-31$1,389,175
Administrative expenses (other) incurred2016-12-31$431,594
Liabilities. Value of operating payables at end of year2016-12-31$181,325
Liabilities. Value of operating payables at beginning of year2016-12-31$315,388
Total non interest bearing cash at end of year2016-12-31$223,784
Total non interest bearing cash at beginning of year2016-12-31$18,471
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$5,415,044
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,524,407
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,109,363
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$70,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,629,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,708,464
Interest earned on other investments2016-12-31$41
Income. Interest from US Government securities2016-12-31$81,538
Income. Interest from corporate debt instruments2016-12-31$223,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,669,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$5,824,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$5,824,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,050
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$739,901
Asset value of US Government securities at end of year2016-12-31$4,266,269
Asset value of US Government securities at beginning of year2016-12-31$3,930,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$642,782
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$14,781,235
Employer contributions (assets) at end of year2016-12-31$1,226,604
Employer contributions (assets) at beginning of year2016-12-31$1,271,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,144,192
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,110,885
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,077,704
Contract administrator fees2016-12-31$330,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,990,215
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,370,361
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$12,043
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$14,081
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$12,166,482
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,055,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-206,760
Total unrealized appreciation/depreciation of assets2015-12-31$-206,760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,685,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,720,328
Total income from all sources (including contributions)2015-12-31$19,341,491
Total loss/gain on sale of assets2015-12-31$-123,226
Total of all expenses incurred2015-12-31$20,764,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,682,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,837,845
Value of total assets at end of year2015-12-31$28,795,112
Value of total assets at beginning of year2015-12-31$30,253,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,082,072
Total interest from all sources2015-12-31$355,928
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$260,688
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$260,688
Administrative expenses professional fees incurred2015-12-31$214,193
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$1,719,100
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$60,721
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,639,923
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$612,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$949,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,393,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$275,496
Other income not declared elsewhere2015-12-31$1,427,576
Administrative expenses (other) incurred2015-12-31$479,885
Liabilities. Value of operating payables at end of year2015-12-31$315,388
Liabilities. Value of operating payables at beginning of year2015-12-31$336,832
Total non interest bearing cash at end of year2015-12-31$18,471
Total non interest bearing cash at beginning of year2015-12-31$-199,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,423,310
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,109,363
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,532,673
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$73,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,708,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,703,776
Interest earned on other investments2015-12-31$932
Income. Interest from US Government securities2015-12-31$91,641
Income. Interest from corporate debt instruments2015-12-31$262,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$5,824,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,956,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,956,301
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$868
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$811,067
Asset value of US Government securities at end of year2015-12-31$3,930,397
Asset value of US Government securities at beginning of year2015-12-31$3,127,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-210,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,478,822
Employer contributions (assets) at end of year2015-12-31$1,271,664
Employer contributions (assets) at beginning of year2015-12-31$1,032,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,258,984
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,077,704
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$9,163,266
Contract administrator fees2015-12-31$314,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,370,361
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,108,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$14,081
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$14,481
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$15,410,419
Aggregate carrying amount (costs) on sale of assets2015-12-31$15,533,645
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-183,410
Total unrealized appreciation/depreciation of assets2014-12-31$-183,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,720,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,780,241
Total income from all sources (including contributions)2014-12-31$18,597,552
Total loss/gain on sale of assets2014-12-31$-32,358
Total of all expenses incurred2014-12-31$22,584,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,515,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,641,341
Value of total assets at end of year2014-12-31$30,253,001
Value of total assets at beginning of year2014-12-31$32,300,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,069,534
Total interest from all sources2014-12-31$438,932
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$291,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$291,663
Administrative expenses professional fees incurred2014-12-31$149,901
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$1,553,984
Assets. Other investments not covered elsewhere at end of year2014-12-31$60,721
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,190,595
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$649,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,393,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,053,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$275,496
Other income not declared elsewhere2014-12-31$799,408
Administrative expenses (other) incurred2014-12-31$511,947
Liabilities. Value of operating payables at end of year2014-12-31$336,832
Liabilities. Value of operating payables at beginning of year2014-12-31$470,241
Total non interest bearing cash at end of year2014-12-31$-199,560
Total non interest bearing cash at beginning of year2014-12-31$-158,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,987,116
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,532,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,519,789
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$81,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,703,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,706,260
Interest earned on other investments2014-12-31$645
Income. Interest from US Government securities2014-12-31$202,182
Income. Interest from corporate debt instruments2014-12-31$235,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,956,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,085,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,085,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$482
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$775,796
Asset value of US Government securities at end of year2014-12-31$3,127,301
Asset value of US Government securities at beginning of year2014-12-31$7,631,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$641,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,896,762
Employer contributions (assets) at end of year2014-12-31$1,032,820
Employer contributions (assets) at beginning of year2014-12-31$1,263,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,089,952
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$9,163,266
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,705,279
Contract administrator fees2014-12-31$326,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,108,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,310,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$14,481
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$14,388
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$12,375,896
Aggregate carrying amount (costs) on sale of assets2014-12-31$12,408,254
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-494,055
Total unrealized appreciation/depreciation of assets2013-12-31$-494,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,780,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,980,389
Total income from all sources (including contributions)2013-12-31$23,292,268
Total loss/gain on sale of assets2013-12-31$-241,547
Total of all expenses incurred2013-12-31$20,256,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,402,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,741,365
Value of total assets at end of year2013-12-31$32,300,030
Value of total assets at beginning of year2013-12-31$32,464,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$854,172
Total interest from all sources2013-12-31$515,930
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$204,433
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$204,433
Administrative expenses professional fees incurred2013-12-31$123,211
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$1,440,904
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,926,064
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$559,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,053,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,563,555
Other income not declared elsewhere2013-12-31$548,905
Administrative expenses (other) incurred2013-12-31$350,285
Liabilities. Value of operating payables at end of year2013-12-31$470,241
Liabilities. Value of operating payables at beginning of year2013-12-31$3,709,389
Total non interest bearing cash at end of year2013-12-31$-158,832
Total non interest bearing cash at beginning of year2013-12-31$-13,594
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$3,035,362
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,519,789
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,484,427
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$65,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,706,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,626,081
Income. Interest from US Government securities2013-12-31$289,686
Income. Interest from corporate debt instruments2013-12-31$225,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,085,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,613,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,613,371
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$693
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$745,459
Asset value of US Government securities at end of year2013-12-31$7,631,643
Asset value of US Government securities at beginning of year2013-12-31$10,965,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,017,237
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$17,374,397
Employer contributions (assets) at end of year2013-12-31$1,263,004
Employer contributions (assets) at beginning of year2013-12-31$2,631,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,097,359
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,705,279
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,061,480
Contract administrator fees2013-12-31$315,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,310,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,271,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$14,388
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$16,473
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$7,470,150
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,711,697
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-55,045
Total unrealized appreciation/depreciation of assets2012-12-31$-55,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,980,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,833,512
Total income from all sources (including contributions)2012-12-31$23,868,061
Total loss/gain on sale of assets2012-12-31$-13,665
Total of all expenses incurred2012-12-31$20,354,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,523,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,911,705
Value of total assets at end of year2012-12-31$32,464,816
Value of total assets at beginning of year2012-12-31$25,804,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$830,693
Total interest from all sources2012-12-31$418,915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,359
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$137,359
Administrative expenses professional fees incurred2012-12-31$121,953
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$1,616,135
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,920,032
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$636,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,563,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,085,197
Other income not declared elsewhere2012-12-31$1,695,110
Administrative expenses (other) incurred2012-12-31$350,308
Liabilities. Value of operating payables at end of year2012-12-31$3,709,389
Liabilities. Value of operating payables at beginning of year2012-12-31$1,170,512
Total non interest bearing cash at end of year2012-12-31$-13,594
Total non interest bearing cash at beginning of year2012-12-31$54,199
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$3,513,756
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,484,427
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,970,671
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$50,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,626,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,395,488
Income. Interest from US Government securities2012-12-31$268,192
Income. Interest from corporate debt instruments2012-12-31$149,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,613,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,928,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,928,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,408
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$756,408
Asset value of US Government securities at end of year2012-12-31$10,965,888
Asset value of US Government securities at beginning of year2012-12-31$8,263,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$773,682
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$17,375,538
Employer contributions (assets) at end of year2012-12-31$2,631,562
Employer contributions (assets) at beginning of year2012-12-31$1,849,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,131,115
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,061,480
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,209,771
Contract administrator fees2012-12-31$308,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,271,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,663,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$16,473
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$18,327
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$11,781,590
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,795,255
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 name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$282,095
Total unrealized appreciation/depreciation of assets2011-12-31$282,095
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,833,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,316,868
Total income from all sources (including contributions)2011-12-31$19,566,117
Total loss/gain on sale of assets2011-12-31$-42,219
Total of all expenses incurred2011-12-31$15,582,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,786,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,206,834
Value of total assets at end of year2011-12-31$25,804,183
Value of total assets at beginning of year2011-12-31$21,303,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$796,437
Total interest from all sources2011-12-31$468,256
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$107,842
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$107,842
Administrative expenses professional fees incurred2011-12-31$92,226
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$1,452,004
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,015,528
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,071,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,085,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,753,637
Other income not declared elsewhere2011-12-31$746,410
Administrative expenses (other) incurred2011-12-31$362,327
Liabilities. Value of operating payables at end of year2011-12-31$1,170,512
Liabilities. Value of operating payables at beginning of year2011-12-31$174,868
Total non interest bearing cash at end of year2011-12-31$54,199
Total non interest bearing cash at beginning of year2011-12-31$-114,654
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$3,983,556
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,970,671
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,987,115
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$45,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,395,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,432,206
Income. Interest from US Government securities2011-12-31$259,170
Income. Interest from corporate debt instruments2011-12-31$208,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,928,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,952,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,952,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$835
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$728,868
Asset value of US Government securities at end of year2011-12-31$8,263,399
Asset value of US Government securities at beginning of year2011-12-31$5,447,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-203,101
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$14,739,302
Employer contributions (assets) at end of year2011-12-31$1,849,439
Employer contributions (assets) at beginning of year2011-12-31$1,038,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,985,313
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,209,771
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$5,785,547
Contract administrator fees2011-12-31$295,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,663,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,142,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$18,327
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$8,903
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$7,788,784
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,831,003
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 name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$130,583
Total unrealized appreciation/depreciation of assets2010-12-31$130,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,316,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,885,319
Total income from all sources (including contributions)2010-12-31$19,439,927
Total loss/gain on sale of assets2010-12-31$-4,153
Total of all expenses incurred2010-12-31$17,529,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,756,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,115,550
Value of total assets at end of year2010-12-31$21,303,983
Value of total assets at beginning of year2010-12-31$19,962,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$773,466
Total interest from all sources2010-12-31$488,916
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$89,348
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$89,348
Administrative expenses professional fees incurred2010-12-31$113,224
Was this plan covered by a fidelity bond2010-12-31No
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$1,468,460
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,028,673
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,099,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,753,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$836,213
Other income not declared elsewhere2010-12-31$1,853,851
Administrative expenses (other) incurred2010-12-31$331,409
Liabilities. Value of operating payables at end of year2010-12-31$174,868
Liabilities. Value of operating payables at beginning of year2010-12-31$184,319
Total non interest bearing cash at end of year2010-12-31$-114,654
Total non interest bearing cash at beginning of year2010-12-31$41,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,910,434
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,987,115
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,076,681
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$45,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,432,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,135,139
Income. Interest from US Government securities2010-12-31$230,065
Income. Interest from corporate debt instruments2010-12-31$257,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,952,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$374,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$374,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,315
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$655,234
Asset value of US Government securities at end of year2010-12-31$5,447,244
Asset value of US Government securities at beginning of year2010-12-31$5,999,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$765,832
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$12,618,417
Employer contributions (assets) at end of year2010-12-31$1,038,283
Employer contributions (assets) at beginning of year2010-12-31$910,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,001,164
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$5,785,547
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$5,660,152
Contract administrator fees2010-12-31$283,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,142,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,701,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$8,903
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,897
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,293,712
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,297,865
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 name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN

2022: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LAKE COUNTY INDIANA NECA-IBEW HEALTH AND BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 6
Insurance contract or identification numberH2001
Number of Individuals Covered672
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 $1,808,994
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 5
Insurance contract or identification number0151008
Number of Individuals Covered942
Insurance policy start date2021-12-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberZ5651946-22
Policy instance 4
Insurance contract or identification numberZ5651946-22
Number of Individuals Covered959
Insurance policy start date2022-04-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,038
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $537,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,038
Insurance broker organization code?3
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 )
Policy contract numberUS1478042-21
Policy instance 3
Insurance contract or identification numberUS1478042-21
Number of Individuals Covered891
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $223,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12002195
Policy instance 1
Insurance contract or identification number12002195
Number of Individuals Covered1407
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $150,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 2
Insurance contract or identification number0151008
Number of Individuals Covered964
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $55,740
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 Covered659
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 $1,898,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12002195
Policy instance 2
Insurance contract or identification number12002195
Number of Individuals Covered1344
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER20-017
Policy instance 3
Insurance contract or identification numberGER20-017
Number of Individuals Covered956
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $44,884
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $897,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,884
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 4
Insurance contract or identification number0151008
Number of Individuals Covered910
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $52,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12002195
Policy instance 1
Insurance contract or identification number12002195
Number of Individuals Covered1325
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 $18,191
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $113,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18191
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number20019273
Policy instance 2
Insurance contract or identification number20019273
Number of Individuals Covered1010
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $30,524
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $872,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,524
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 3
Insurance contract or identification number0151008
Number of Individuals Covered887
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $55,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number20018988
Policy instance 1
Insurance contract or identification number20018988
Number of Individuals Covered996
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $19,181
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $548,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,181
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12002195
Policy instance 2
Insurance contract or identification number12002195
Number of Individuals Covered1438
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 $22,881
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22881
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 3
Insurance contract or identification number0151008
Number of Individuals Covered966
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $56,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number20018707
Policy instance 3
Insurance contract or identification number20018707
Number of Individuals Covered958
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $19,307
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $551,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,307
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number12002195
Policy instance 1
Insurance contract or identification number12002195
Number of Individuals Covered1019
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,173
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $123,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16173
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 2
Insurance contract or identification number0151008
Number of Individuals Covered925
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $54,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 1
Insurance contract or identification number0151008
Number of Individuals Covered923
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $51,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12002195
Policy instance 2
Insurance contract or identification number12002195
Number of Individuals Covered973
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,530
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15530
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES PAID TO CARRIER
Insurance broker organization code?3
Insurance broker nameVISION SERVICE PLAN
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10200
Policy instance 3
Insurance contract or identification numberSL10200
Number of Individuals Covered949
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $758,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12002195
Policy instance 3
Insurance contract or identification number12002195
Number of Individuals Covered1017
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 $18,307
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $149,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18307
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES PAID TO CARRIER
Insurance broker organization code?3
Insurance broker nameVISION SERVICE PLAN
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10200
Policy instance 2
Insurance contract or identification numberSL10200
Number of Individuals Covered1012
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $729,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151008
Policy instance 1
Insurance contract or identification number0151008
Number of Individuals Covered944
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $49,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50037
Policy instance 3
Insurance contract or identification numberSE3E50037
Number of Individuals Covered1085
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $688,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 )
Policy contract number12002195
Policy instance 1
Insurance contract or identification number12002195
Number of Individuals Covered999
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,369
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $149,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees18369
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES PAID TO CARRIER
Insurance broker organization code?3
Insurance broker nameVISION SERVICE PLAN
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number151008
Policy instance 2
Insurance contract or identification number151008
Number of Individuals Covered981
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $53,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118421
Policy instance 1
Insurance contract or identification numberBSC 0009118421
Number of Individuals Covered1018
Insurance policy start date2013-01-01
Insurance policy end date2013-04-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number151008
Policy instance 2
Insurance contract or identification number151008
Number of Individuals Covered1078
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $53,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberG801172
Policy instance 3
Insurance contract or identification numberG801172
Number of Individuals Covered1011
Insurance policy start date2013-01-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50037
Policy instance 4
Insurance contract or identification numberSE3E50037
Number of Individuals Covered1078
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $695,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 )
Policy contract number12002195
Policy instance 5
Insurance contract or identification number12002195
Number of Individuals Covered1010
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,202
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19202
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES PAID TO CARRIER
Insurance broker organization code?3
Insurance broker nameVISION SERVICE PLAN
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 )
Policy contract number12002195
Policy instance 2
Insurance contract or identification number12002195
Number of Individuals Covered1005
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,320
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $150,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17320
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES PAID TO CARRIER
Insurance broker organization code?3
Insurance broker nameVISION SERVICE PLAN
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118421
Policy instance 3
Insurance contract or identification numberBSC 0009118421
Number of Individuals Covered1407
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberG801172
Policy instance 4
Insurance contract or identification numberG801172
Number of Individuals Covered1001
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $28,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50037
Policy instance 1
Insurance contract or identification numberSE3E50037
Number of Individuals Covered1084
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $701,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118421
Policy instance 4
Insurance contract or identification numberBSC 0009118421
Number of Individuals Covered1398
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50037
Policy instance 1
Insurance contract or identification numberSE3E50037
Number of Individuals Covered1072
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $607,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 )
Policy contract number12002195
Policy instance 2
Insurance contract or identification number12002195
Number of Individuals Covered991
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,281
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number51199-001
Policy instance 3
Insurance contract or identification number51199-001
Number of Individuals Covered1398
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 )
Policy contract number12002195
Policy instance 1
Insurance contract or identification number12002195
Number of Individuals Covered966
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,077
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17077
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES PAID TO CARRIER
Insurance broker organization code?3
Insurance broker nameVISION SERVICE PLAN
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E0106
Policy instance 2
Insurance contract or identification numberSE3E0106
Number of Individuals Covered1112
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $568,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118421
Policy instance 4
Insurance contract or identification numberBSC 0009118421
Number of Individuals Covered1394
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number51199-001
Policy instance 3
Insurance contract or identification number51199-001
Number of Individuals Covered1394
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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