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IBEW LOCAL NO. 117 WELFARE FUND 401k Plan overview

Plan NameIBEW LOCAL NO. 117 WELFARE FUND
Plan identification number 501

IBEW LOCAL NO. 117 WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES OF IBEW LOCAL NO. 117 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IBEW LOCAL NO. 117 WELFARE FUND
Employer identification number (EIN):366139145
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO. 117 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-01-01KENNETH W. COOPER - SUCS UNION TTEE GEARY HIGGINS - SUCS EMPLR TTEE2017-10-13
5012015-01-01SALVATORE CHILIA - SUCSR UNION TTEE GEARY HIGGINS - SUCSR EMPLR TTEE2016-10-17
5012014-01-01TOM MCTAVISH THOMAS BERNARDONI2015-10-09
5012013-01-01TOM MCTAVISH THOMAS BERNARDONI2014-09-11
5012012-01-01TOM MCTAVISH THOMAS BERNARDONI2013-08-22
5012011-01-01TOM MCTAVISH THOMAS BERNARDONI2012-08-09
5012009-01-01TOM MCTAVISH WESLEY JOST2010-08-02

Plan Statistics for IBEW LOCAL NO. 117 WELFARE FUND

401k plan membership statisitcs for IBEW LOCAL NO. 117 WELFARE FUND

Measure Date Value
2016: IBEW LOCAL NO. 117 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01441
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of employers contributing to the scheme2016-01-010
2015: IBEW LOCAL NO. 117 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01409
Total number of active participants reported on line 7a of the Form 55002015-01-01288
Number of retired or separated participants receiving benefits2015-01-01153
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01441
Number of employers contributing to the scheme2015-01-01200
2014: IBEW LOCAL NO. 117 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01436
Total number of active participants reported on line 7a of the Form 55002014-01-01255
Number of retired or separated participants receiving benefits2014-01-01154
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01409
Number of employers contributing to the scheme2014-01-01210
2013: IBEW LOCAL NO. 117 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01416
Total number of active participants reported on line 7a of the Form 55002013-01-01284
Number of retired or separated participants receiving benefits2013-01-01152
Total of all active and inactive participants2013-01-01436
Number of employers contributing to the scheme2013-01-01177
2012: IBEW LOCAL NO. 117 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01464
Total number of active participants reported on line 7a of the Form 55002012-01-01258
Number of retired or separated participants receiving benefits2012-01-01158
Total of all active and inactive participants2012-01-01416
Number of employers contributing to the scheme2012-01-01176
2011: IBEW LOCAL NO. 117 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01500
Total number of active participants reported on line 7a of the Form 55002011-01-01308
Number of retired or separated participants receiving benefits2011-01-01156
Total of all active and inactive participants2011-01-01464
Number of employers contributing to the scheme2011-01-01184
2009: IBEW LOCAL NO. 117 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01629
Total number of active participants reported on line 7a of the Form 55002009-01-01380
Number of retired or separated participants receiving benefits2009-01-01249
Total of all active and inactive participants2009-01-01629
Number of employers contributing to the scheme2009-01-01231

Financial Data on IBEW LOCAL NO. 117 WELFARE FUND

Measure Date Value
2016 : IBEW LOCAL NO. 117 WELFARE FUND 2016 401k financial data
Total transfer of assets from this plan2016-12-31$8,590,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$266,509
Total income from all sources (including contributions)2016-12-31$0
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$8,856,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$37,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$162,065
Liabilities. Value of operating payables at beginning of year2016-12-31$104,444
Total non interest bearing cash at beginning of year2016-12-31$8,225,149
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 assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,590,210
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at beginning of year2016-12-31$593,590
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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 name2016-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2016-12-31363141842
2015 : IBEW LOCAL NO. 117 WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$266,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$456,942
Total income from all sources (including contributions)2015-12-31$8,485,504
Total loss/gain on sale of assets2015-12-31$-197,708
Total of all expenses incurred2015-12-31$5,591,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,179,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,612,402
Value of total assets at end of year2015-12-31$8,856,719
Value of total assets at beginning of year2015-12-31$6,152,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$411,965
Total interest from all sources2015-12-31$139
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$70,671
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$58,363
Administrative expenses professional fees incurred2015-12-31$102,914
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,270,000
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$897,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$37,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$162,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$292,027
Administrative expenses (other) incurred2015-12-31$192,441
Liabilities. Value of operating payables at end of year2015-12-31$104,444
Liabilities. Value of operating payables at beginning of year2015-12-31$164,915
Total non interest bearing cash at end of year2015-12-31$8,225,149
Total non interest bearing cash at beginning of year2015-12-31$389,072
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$2,894,391
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,590,210
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,695,819
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$31,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,043,278
Interest earned on other investments2015-12-31$139
Value of interest in common/collective trusts at beginning of year2015-12-31$849,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$178,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$178,124
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$7,714,808
Employer contributions (assets) at end of year2015-12-31$593,590
Employer contributions (assets) at beginning of year2015-12-31$712,072
Income. Dividends from common stock2015-12-31$12,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,179,148
Contract administrator fees2015-12-31$84,678
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$935,360
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$9,546,317
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,744,025
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2015-12-31363141842
2014 : IBEW LOCAL NO. 117 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-58,101
Total unrealized appreciation/depreciation of assets2014-12-31$-58,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$456,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$322,009
Total income from all sources (including contributions)2014-12-31$6,734,798
Total loss/gain on sale of assets2014-12-31$21,694
Total of all expenses incurred2014-12-31$7,101,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,669,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,673,507
Value of total assets at end of year2014-12-31$6,152,761
Value of total assets at beginning of year2014-12-31$6,384,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$432,626
Total interest from all sources2014-12-31$810
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$96,888
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$82,909
Administrative expenses professional fees incurred2014-12-31$82,414
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$592,235
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$292,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$173,503
Administrative expenses (other) incurred2014-12-31$258,121
Liabilities. Value of operating payables at end of year2014-12-31$164,915
Liabilities. Value of operating payables at beginning of year2014-12-31$148,506
Total non interest bearing cash at end of year2014-12-31$389,072
Total non interest bearing cash at beginning of year2014-12-31$622,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-366,845
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,695,819
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,062,664
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$24,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,043,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,343,780
Interest earned on other investments2014-12-31$117
Value of interest in common/collective trusts at end of year2014-12-31$849,958
Value of interest in common/collective trusts at beginning of year2014-12-31$769,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$178,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$52,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$52,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$693
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$6,081,272
Employer contributions (assets) at end of year2014-12-31$712,072
Employer contributions (assets) at beginning of year2014-12-31$508,927
Income. Dividends from common stock2014-12-31$13,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,669,017
Contract administrator fees2014-12-31$67,106
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$935,360
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,077,881
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$2,403,621
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,381,927
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 name2014-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2014-12-31363141842
2013 : IBEW LOCAL NO. 117 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$483,212
Total unrealized appreciation/depreciation of assets2013-12-31$483,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$322,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$233,866
Total income from all sources (including contributions)2013-12-31$6,752,922
Total loss/gain on sale of assets2013-12-31$7,640
Total of all expenses incurred2013-12-31$8,033,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,562,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,151,724
Value of total assets at end of year2013-12-31$6,384,673
Value of total assets at beginning of year2013-12-31$7,576,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$470,131
Total interest from all sources2013-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$110,342
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$88,110
Administrative expenses professional fees incurred2013-12-31$98,789
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$537,819
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$25,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$173,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$91,424
Administrative expenses (other) incurred2013-12-31$264,337
Liabilities. Value of operating payables at end of year2013-12-31$148,506
Liabilities. Value of operating payables at beginning of year2013-12-31$142,442
Total non interest bearing cash at end of year2013-12-31$622,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,280,194
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,062,664
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,342,858
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$40,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,343,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,704,269
Value of interest in common/collective trusts at end of year2013-12-31$769,017
Value of interest in common/collective trusts at beginning of year2013-12-31$772,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$52,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$338,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$338,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
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$5,613,905
Employer contributions (assets) at end of year2013-12-31$508,927
Employer contributions (assets) at beginning of year2013-12-31$528,851
Income. Dividends from common stock2013-12-31$22,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,562,985
Contract administrator fees2013-12-31$66,595
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,077,881
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,206,806
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$5,660,323
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,652,683
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 name2013-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2013-12-31363141842
2012 : IBEW LOCAL NO. 117 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$463,845
Total unrealized appreciation/depreciation of assets2012-12-31$463,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$233,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$419,091
Total income from all sources (including contributions)2012-12-31$6,602,927
Total loss/gain on sale of assets2012-12-31$111,687
Total of all expenses incurred2012-12-31$7,378,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,990,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,782,936
Value of total assets at end of year2012-12-31$7,576,724
Value of total assets at beginning of year2012-12-31$8,537,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$387,997
Total interest from all sources2012-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$244,455
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$215,048
Administrative expenses professional fees incurred2012-12-31$67,401
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$666,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$25,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$46,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$91,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$281,011
Administrative expenses (other) incurred2012-12-31$215,509
Liabilities. Value of operating payables at end of year2012-12-31$142,442
Liabilities. Value of operating payables at beginning of year2012-12-31$138,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-775,783
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,342,858
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,118,641
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$38,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,704,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,201,432
Value of interest in common/collective trusts at end of year2012-12-31$772,418
Value of interest in common/collective trusts at beginning of year2012-12-31$721,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$338,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$560,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$560,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
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$5,116,137
Employer contributions (assets) at end of year2012-12-31$528,851
Employer contributions (assets) at beginning of year2012-12-31$518,837
Income. Dividends from common stock2012-12-31$29,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,990,713
Contract administrator fees2012-12-31$66,137
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,206,806
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,489,299
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$899,504
Aggregate carrying amount (costs) on sale of assets2012-12-31$787,817
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 name2012-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2012-12-31363141842
2011 : IBEW LOCAL NO. 117 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$9,677
Total unrealized appreciation/depreciation of assets2011-12-31$9,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$419,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$327,781
Total income from all sources (including contributions)2011-12-31$6,695,359
Total loss/gain on sale of assets2011-12-31$2,575
Total of all expenses incurred2011-12-31$6,808,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,349,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,526,499
Value of total assets at end of year2011-12-31$8,537,732
Value of total assets at beginning of year2011-12-31$8,559,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$458,853
Total interest from all sources2011-12-31$34,899
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$121,709
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$92,618
Administrative expenses professional fees incurred2011-12-31$74,460
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$757,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$46,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$191,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$281,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$221,349
Administrative expenses (other) incurred2011-12-31$277,726
Liabilities. Value of operating payables at end of year2011-12-31$138,080
Liabilities. Value of operating payables at beginning of year2011-12-31$106,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-112,664
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,118,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,231,305
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$42,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,201,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,862,923
Value of interest in common/collective trusts at end of year2011-12-31$721,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$560,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$853,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$853,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$34,899
Asset value of US Government securities at beginning of year2011-12-31$795,152
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$5,768,624
Employer contributions (assets) at end of year2011-12-31$518,837
Employer contributions (assets) at beginning of year2011-12-31$438,517
Income. Dividends from common stock2011-12-31$29,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,349,170
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$635,804
Contract administrator fees2011-12-31$64,038
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,489,299
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,780,893
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$8,624,491
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,621,916
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 name2011-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2011-12-31363141842
2010 : IBEW LOCAL NO. 117 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$403,164
Total unrealized appreciation/depreciation of assets2010-12-31$403,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$327,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$385,403
Total income from all sources (including contributions)2010-12-31$6,387,398
Total loss/gain on sale of assets2010-12-31$36,174
Total of all expenses incurred2010-12-31$7,693,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,231,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,530,845
Value of total assets at end of year2010-12-31$8,559,086
Value of total assets at beginning of year2010-12-31$9,922,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$462,055
Total interest from all sources2010-12-31$62,290
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$354,925
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$329,763
Administrative expenses professional fees incurred2010-12-31$57,177
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$754,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$191,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$130,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$221,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$202,927
Administrative expenses (other) incurred2010-12-31$298,776
Liabilities. Value of operating payables at end of year2010-12-31$106,432
Liabilities. Value of operating payables at beginning of year2010-12-31$182,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,306,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,231,305
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,537,529
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$43,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,862,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,710,723
Income. Interest from US Government securities2010-12-31$35,814
Income. Interest from corporate debt instruments2010-12-31$26,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$853,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$754,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$754,326
Asset value of US Government securities at end of year2010-12-31$795,152
Asset value of US Government securities at beginning of year2010-12-31$896,780
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$4,776,814
Employer contributions (assets) at end of year2010-12-31$438,517
Employer contributions (assets) at beginning of year2010-12-31$435,717
Income. Dividends from common stock2010-12-31$25,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,231,567
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$635,804
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$427,254
Contract administrator fees2010-12-31$62,988
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,780,893
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,568,068
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$3,793,872
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,757,698
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 name2010-12-31ERIC J. FERNANDEZ AND CO.
Accountancy firm EIN2010-12-31363141842

Form 5500 Responses for IBEW LOCAL NO. 117 WELFARE FUND

2016: IBEW LOCAL NO. 117 WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01This submission is the final filingYes
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: IBEW LOCAL NO. 117 WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO. 117 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO. 117 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO. 117 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO. 117 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO. 117 WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
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

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10179
Policy instance 1
Insurance contract or identification numberSL10179
Number of Individuals Covered317
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15191
Policy instance 2
Insurance contract or identification number15191
Number of Individuals Covered1250
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10179
Policy instance 1
Insurance contract or identification numberSL10179
Number of Individuals Covered301
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15191
Policy instance 2
Insurance contract or identification number15191
Number of Individuals Covered1158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
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 numberSE3E50015
Policy instance 1
Insurance contract or identification numberSE3E50015
Number of Individuals Covered370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,546
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number15191
Policy instance 2
Insurance contract or identification number15191
Number of Individuals Covered436
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 numberSE3E50015
Policy instance 1
Insurance contract or identification numberSE3E50015
Number of Individuals Covered376
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $30,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,840
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING SERVICES, INC.
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50015
Policy instance 1
Insurance contract or identification numberSE3E50015
Number of Individuals Covered355
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,074
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 numberSE3E50015
Policy instance 1
Insurance contract or identification numberSE3E50015
Number of Individuals Covered385
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $33,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,881
Insurance broker organization code?3
Insurance broker nameBENEFIT PLANNING SERVICES, INC.

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