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SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 401k Plan overview

Plan NameSOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN
Plan identification number 501

SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN Benefits

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

401k Sponsoring company profile

TRUSTEES OF SOUTH CENTRAL MN ELECTRICAL WORKERS FAMILY HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF SOUTH CENTRAL MN ELECTRICAL WORKERS FAMILY HEALTH PLAN
Employer identification number (EIN):411305411
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01STEVEN OLSON DAVID MANDERSON2018-04-16
5012015-07-01STEVEN OLSON DAVID MANDERSON2017-04-15
5012014-07-01STEVEN OLSON DAVID MANDERSON2016-02-01
5012013-07-01STEVEN OLSON DAVID MANDERSON2015-01-16
5012012-07-01STEVEN OLSON DAVID MANDERSON2014-02-12
5012011-07-01STEVEN OLSON JEFFREY OHMAN2013-01-28
5012009-07-01STEVEN OLSON JEFFREY OHMAN2011-04-14

Plan Statistics for SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN

401k plan membership statisitcs for SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN

Measure Date Value
2021: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01863
Total number of active participants reported on line 7a of the Form 55002021-07-01728
Number of retired or separated participants receiving benefits2021-07-01225
Total of all active and inactive participants2021-07-01953
Number of employers contributing to the scheme2021-07-0183
2020: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,048
Total number of active participants reported on line 7a of the Form 55002020-07-01644
Number of retired or separated participants receiving benefits2020-07-01219
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01863
Number of employers contributing to the scheme2020-07-0177
2019: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01964
Total number of active participants reported on line 7a of the Form 55002019-07-01716
Number of retired or separated participants receiving benefits2019-07-01287
Number of other retired or separated participants entitled to future benefits2019-07-0145
Total of all active and inactive participants2019-07-011,048
Number of employers contributing to the scheme2019-07-0185
2018: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01896
Total number of active participants reported on line 7a of the Form 55002018-07-01706
Number of retired or separated participants receiving benefits2018-07-01209
Number of other retired or separated participants entitled to future benefits2018-07-0149
Total of all active and inactive participants2018-07-01964
Number of employers contributing to the scheme2018-07-0187
2017: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01926
Total number of active participants reported on line 7a of the Form 55002017-07-01690
Number of retired or separated participants receiving benefits2017-07-01206
Total of all active and inactive participants2017-07-01896
Number of employers contributing to the scheme2017-07-0183
2016: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01841
Total number of active participants reported on line 7a of the Form 55002016-07-01719
Number of retired or separated participants receiving benefits2016-07-01207
Total of all active and inactive participants2016-07-01926
Number of employers contributing to the scheme2016-07-0169
2015: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01808
Total number of active participants reported on line 7a of the Form 55002015-07-01627
Number of retired or separated participants receiving benefits2015-07-01214
Total of all active and inactive participants2015-07-01841
Number of employers contributing to the scheme2015-07-0172
2014: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01784
Total number of active participants reported on line 7a of the Form 55002014-07-01600
Number of retired or separated participants receiving benefits2014-07-01208
Total of all active and inactive participants2014-07-01808
Number of employers contributing to the scheme2014-07-0174
2013: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01772
Total number of active participants reported on line 7a of the Form 55002013-07-01582
Number of retired or separated participants receiving benefits2013-07-01202
Total of all active and inactive participants2013-07-01784
Number of employers contributing to the scheme2013-07-0176
2012: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01799
Total number of active participants reported on line 7a of the Form 55002012-07-01574
Number of retired or separated participants receiving benefits2012-07-01198
Total of all active and inactive participants2012-07-01772
Number of employers contributing to the scheme2012-07-0171
2011: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01730
Total number of active participants reported on line 7a of the Form 55002011-07-01603
Number of retired or separated participants receiving benefits2011-07-01196
Total of all active and inactive participants2011-07-01799
Number of employers contributing to the scheme2011-07-0162
2009: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01838
Total number of active participants reported on line 7a of the Form 55002009-07-01581
Number of retired or separated participants receiving benefits2009-07-01191
Total of all active and inactive participants2009-07-01772
Number of employers contributing to the scheme2009-07-0161

Financial Data on SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN

Measure Date Value
2022 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,680,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,441,428
Total income from all sources (including contributions)2022-06-30$9,111,747
Total of all expenses incurred2022-06-30$17,181,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$16,792,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$15,221,031
Value of total assets at end of year2022-06-30$55,498,601
Value of total assets at beginning of year2022-06-30$63,328,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$388,906
Total interest from all sources2022-06-30$3
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,195,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,195,029
Administrative expenses professional fees incurred2022-06-30$126,123
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,113,016
Participant contributions at end of year2022-06-30$1,734
Participant contributions at beginning of year2022-06-30$8,095
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$354,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$564,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$408,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$136,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$151,223
Other income not declared elsewhere2022-06-30$736,661
Administrative expenses (other) incurred2022-06-30$29,317
Liabilities. Value of operating payables at end of year2022-06-30$25,656
Liabilities. Value of operating payables at beginning of year2022-06-30$30,205
Total non interest bearing cash at end of year2022-06-30$1,720,662
Total non interest bearing cash at beginning of year2022-06-30$1,816,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-8,069,365
Value of net assets at end of year (total assets less liabilities)2022-06-30$53,817,810
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$61,887,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$36,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$51,988,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$59,941,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$3
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$835,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-8,040,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$14,108,015
Employer contributions (assets) at end of year2022-06-30$1,222,410
Employer contributions (assets) at beginning of year2022-06-30$1,154,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$15,602,574
Contract administrator fees2022-06-30$196,548
Liabilities. Value of benefit claims payable at end of year2022-06-30$1,519,000
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$1,260,000
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-06-30320043599
2021 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,441,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,838,198
Total income from all sources (including contributions)2021-06-30$26,990,641
Total of all expenses incurred2021-06-30$17,504,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$17,090,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$13,635,976
Value of total assets at end of year2021-06-30$63,328,603
Value of total assets at beginning of year2021-06-30$54,239,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$414,122
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,027,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,027,004
Administrative expenses professional fees incurred2021-06-30$153,004
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,293,156
Participant contributions at end of year2021-06-30$8,095
Participant contributions at beginning of year2021-06-30$14,988
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$341,784
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$408,854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$401,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$151,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$124,359
Other income not declared elsewhere2021-06-30$476,760
Administrative expenses (other) incurred2021-06-30$39,718
Liabilities. Value of operating payables at end of year2021-06-30$30,205
Liabilities. Value of operating payables at beginning of year2021-06-30$31,252
Total non interest bearing cash at end of year2021-06-30$1,816,390
Total non interest bearing cash at beginning of year2021-06-30$2,039,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$9,486,287
Value of net assets at end of year (total assets less liabilities)2021-06-30$61,887,175
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$52,400,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$32,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$59,941,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$50,857,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$10
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$875,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$11,850,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$12,342,820
Employer contributions (assets) at end of year2021-06-30$1,154,155
Employer contributions (assets) at beginning of year2021-06-30$926,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$15,872,851
Contract administrator fees2021-06-30$189,377
Liabilities. Value of benefit claims payable at end of year2021-06-30$1,260,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$1,682,587
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-06-30320043599
2020 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,838,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,366,728
Total income from all sources (including contributions)2020-06-30$17,883,623
Total of all expenses incurred2020-06-30$14,546,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$14,094,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$13,934,766
Value of total assets at end of year2020-06-30$54,239,086
Value of total assets at beginning of year2020-06-30$50,430,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$452,115
Total interest from all sources2020-06-30$15,626
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,048,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,048,857
Administrative expenses professional fees incurred2020-06-30$192,988
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,062,001
Participant contributions at end of year2020-06-30$14,988
Participant contributions at beginning of year2020-06-30$15,165
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$282,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$401,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$296,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$124,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$50,737
Other income not declared elsewhere2020-06-30$347,827
Administrative expenses (other) incurred2020-06-30$47,733
Liabilities. Value of operating payables at end of year2020-06-30$31,252
Liabilities. Value of operating payables at beginning of year2020-06-30$49,006
Total non interest bearing cash at end of year2020-06-30$2,039,008
Total non interest bearing cash at beginning of year2020-06-30$1,656,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,337,142
Value of net assets at end of year (total assets less liabilities)2020-06-30$52,400,888
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$49,063,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$34,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$50,857,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$45,388,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,025,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,025,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$15,626
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$451,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$2,536,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$12,872,765
Employer contributions (assets) at end of year2020-06-30$926,132
Employer contributions (assets) at beginning of year2020-06-30$1,048,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$13,360,469
Contract administrator fees2020-06-30$177,340
Liabilities. Value of benefit claims payable at end of year2020-06-30$1,682,587
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$1,266,985
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-06-30320043599
2019 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,366,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,461,249
Total income from all sources (including contributions)2019-06-30$17,386,620
Total of all expenses incurred2019-06-30$11,953,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,559,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$13,410,961
Value of total assets at end of year2019-06-30$50,430,474
Value of total assets at beginning of year2019-06-30$45,091,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$393,958
Total interest from all sources2019-06-30$31,937
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$969,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$969,216
Administrative expenses professional fees incurred2019-06-30$152,987
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,021,533
Participant contributions at end of year2019-06-30$15,165
Participant contributions at beginning of year2019-06-30$48,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$323,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$296,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$263,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$50,737
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$16,518
Other income not declared elsewhere2019-06-30$377,769
Administrative expenses (other) incurred2019-06-30$36,791
Liabilities. Value of operating payables at end of year2019-06-30$49,006
Liabilities. Value of operating payables at beginning of year2019-06-30$25,501
Total non interest bearing cash at end of year2019-06-30$1,656,940
Total non interest bearing cash at beginning of year2019-06-30$1,025,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$5,433,242
Value of net assets at end of year (total assets less liabilities)2019-06-30$49,063,746
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$43,630,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$33,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$45,388,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$42,850,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,025,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$3,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$3,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$31,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,596,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$12,389,428
Employer contributions (assets) at end of year2019-06-30$1,048,273
Employer contributions (assets) at beginning of year2019-06-30$899,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$11,235,854
Contract administrator fees2019-06-30$170,453
Liabilities. Value of benefit claims payable at end of year2019-06-30$1,266,985
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$1,419,230
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-06-30320043599
2018 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,461,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,031,250
Total income from all sources (including contributions)2018-06-30$14,908,851
Total of all expenses incurred2018-06-30$13,688,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$13,245,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$10,932,520
Value of total assets at end of year2018-06-30$45,091,753
Value of total assets at beginning of year2018-06-30$43,441,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$442,752
Total interest from all sources2018-06-30$33
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$963,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$963,539
Administrative expenses professional fees incurred2018-06-30$203,490
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$987,745
Participant contributions at end of year2018-06-30$48,717
Participant contributions at beginning of year2018-06-30$23,363
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$286,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$263,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$202,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$16,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$20,811
Other income not declared elsewhere2018-06-30$381,402
Administrative expenses (other) incurred2018-06-30$38,939
Liabilities. Value of operating payables at end of year2018-06-30$25,501
Liabilities. Value of operating payables at beginning of year2018-06-30$23,139
Total non interest bearing cash at end of year2018-06-30$1,025,447
Total non interest bearing cash at beginning of year2018-06-30$806,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,220,327
Value of net assets at end of year (total assets less liabilities)2018-06-30$43,630,504
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$42,410,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$33,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$42,850,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$41,544,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$3,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$3,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$3,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,631,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,944,775
Employer contributions (assets) at end of year2018-06-30$899,863
Employer contributions (assets) at beginning of year2018-06-30$861,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$12,959,053
Contract administrator fees2018-06-30$167,084
Liabilities. Value of benefit claims payable at end of year2018-06-30$1,419,230
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$987,300
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-06-30320043599
2017 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,031,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,248,063
Total income from all sources (including contributions)2017-06-30$15,003,612
Total of all expenses incurred2017-06-30$11,330,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,868,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,379,507
Value of total assets at end of year2017-06-30$43,441,427
Value of total assets at beginning of year2017-06-30$39,985,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$462,459
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$909,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$909,133
Administrative expenses professional fees incurred2017-06-30$193,338
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$869,892
Participant contributions at end of year2017-06-30$23,363
Participant contributions at beginning of year2017-06-30$1,315
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$261,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$202,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$151,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$20,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$22,811
Other income not declared elsewhere2017-06-30$473,296
Administrative expenses (other) incurred2017-06-30$71,011
Liabilities. Value of operating payables at end of year2017-06-30$23,139
Liabilities. Value of operating payables at beginning of year2017-06-30$58,234
Total non interest bearing cash at end of year2017-06-30$806,397
Total non interest bearing cash at beginning of year2017-06-30$789,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,672,758
Value of net assets at end of year (total assets less liabilities)2017-06-30$42,410,177
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$38,737,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$32,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$41,544,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$38,331,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$3,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$3,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$3,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,241,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,509,615
Employer contributions (assets) at end of year2017-06-30$861,620
Employer contributions (assets) at beginning of year2017-06-30$707,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,606,984
Contract administrator fees2017-06-30$165,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$987,300
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$1,167,018
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-06-30320043599
2016 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,248,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$997,551
Total income from all sources (including contributions)2016-06-30$10,359,539
Total of all expenses incurred2016-06-30$12,015,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$11,566,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,899,518
Value of total assets at end of year2016-06-30$39,985,482
Value of total assets at beginning of year2016-06-30$41,391,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$449,055
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$769,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$769,817
Administrative expenses professional fees incurred2016-06-30$166,289
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$916,852
Participant contributions at end of year2016-06-30$1,315
Participant contributions at beginning of year2016-06-30$7,757
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$253,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$151,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$120,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$22,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$36,078
Other income not declared elsewhere2016-06-30$293,546
Administrative expenses (other) incurred2016-06-30$99,966
Liabilities. Value of operating payables at end of year2016-06-30$58,234
Liabilities. Value of operating payables at beginning of year2016-06-30$62,447
Total non interest bearing cash at end of year2016-06-30$789,515
Total non interest bearing cash at beginning of year2016-06-30$2,311,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,656,370
Value of net assets at end of year (total assets less liabilities)2016-06-30$38,737,419
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$40,393,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$21,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$38,331,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$38,267,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$3,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$23,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$23,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$396,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$7,982,666
Employer contributions (assets) at end of year2016-06-30$707,873
Employer contributions (assets) at beginning of year2016-06-30$660,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$11,313,629
Contract administrator fees2016-06-30$161,074
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$1,167,018
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$899,026
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-06-30320043599
2015 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$997,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$942,670
Total income from all sources (including contributions)2015-06-30$9,881,800
Total of all expenses incurred2015-06-30$9,500,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$9,034,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$7,825,347
Value of total assets at end of year2015-06-30$41,391,340
Value of total assets at beginning of year2015-06-30$40,955,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$466,049
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$844,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$844,521
Administrative expenses professional fees incurred2015-06-30$129,698
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$934,797
Participant contributions at end of year2015-06-30$7,757
Participant contributions at beginning of year2015-06-30$3,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$244,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$120,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$104,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$36,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$37,006
Other income not declared elsewhere2015-06-30$244,045
Administrative expenses (other) incurred2015-06-30$165,907
Liabilities. Value of operating payables at end of year2015-06-30$62,447
Liabilities. Value of operating payables at beginning of year2015-06-30$23,402
Total non interest bearing cash at end of year2015-06-30$2,311,007
Total non interest bearing cash at beginning of year2015-06-30$578,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$380,964
Value of net assets at end of year (total assets less liabilities)2015-06-30$40,393,789
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$40,012,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$12,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$38,267,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$39,678,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$23,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$21,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$21,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$967,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,890,550
Employer contributions (assets) at end of year2015-06-30$660,955
Employer contributions (assets) at beginning of year2015-06-30$569,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$8,790,024
Contract administrator fees2015-06-30$157,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$899,026
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$882,262
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-06-30320043599
2014 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$942,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$657,839
Total income from all sources (including contributions)2014-06-30$13,257,782
Total of all expenses incurred2014-06-30$7,719,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$7,377,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,359,433
Value of total assets at end of year2014-06-30$40,955,495
Value of total assets at beginning of year2014-06-30$35,132,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$342,137
Total interest from all sources2014-06-30$8
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$877,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$877,619
Administrative expenses professional fees incurred2014-06-30$144,842
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$919,169
Participant contributions at end of year2014-06-30$3,977
Participant contributions at beginning of year2014-06-30$29
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$261,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$104,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$80,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$37,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$27,924
Other income not declared elsewhere2014-06-30$240,420
Administrative expenses (other) incurred2014-06-30$53,038
Liabilities. Value of operating payables at end of year2014-06-30$23,402
Liabilities. Value of operating payables at beginning of year2014-06-30$28,176
Total non interest bearing cash at end of year2014-06-30$578,272
Total non interest bearing cash at beginning of year2014-06-30$554,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,538,594
Value of net assets at end of year (total assets less liabilities)2014-06-30$40,012,825
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$34,474,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$12,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$39,678,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$33,481,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$21,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$474,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$474,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,780,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$6,440,264
Employer contributions (assets) at end of year2014-06-30$569,192
Employer contributions (assets) at beginning of year2014-06-30$540,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,115,313
Contract administrator fees2014-06-30$132,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$882,262
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$601,739
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-06-30320043599
2013 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$657,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$576,185
Total income from all sources (including contributions)2013-06-30$10,597,931
Total of all expenses incurred2013-06-30$6,875,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$6,529,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$6,949,706
Value of total assets at end of year2013-06-30$35,132,070
Value of total assets at beginning of year2013-06-30$31,327,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$345,809
Total interest from all sources2013-06-30$42
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$826,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$826,876
Administrative expenses professional fees incurred2013-06-30$133,886
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,035,186
Participant contributions at end of year2013-06-30$29
Participant contributions at beginning of year2013-06-30$28
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$230,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$80,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$111,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$27,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$18,231
Other income not declared elsewhere2013-06-30$81,604
Administrative expenses (other) incurred2013-06-30$48,898
Liabilities. Value of operating payables at end of year2013-06-30$28,176
Liabilities. Value of operating payables at beginning of year2013-06-30$20,954
Total non interest bearing cash at end of year2013-06-30$554,346
Total non interest bearing cash at beginning of year2013-06-30$416,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,722,620
Value of net assets at end of year (total assets less liabilities)2013-06-30$34,474,231
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$30,751,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$10,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$33,481,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$30,146,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$474,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$162,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$162,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,739,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,914,520
Employer contributions (assets) at end of year2013-06-30$540,191
Employer contributions (assets) at beginning of year2013-06-30$491,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$6,299,038
Contract administrator fees2013-06-30$152,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$601,739
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$537,000
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-06-30320043599
2012 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$576,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$744,669
Total income from all sources (including contributions)2012-06-30$8,737,477
Total of all expenses incurred2012-06-30$6,866,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$6,554,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$6,980,056
Value of total assets at end of year2012-06-30$31,327,796
Value of total assets at beginning of year2012-06-30$29,625,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$311,948
Total interest from all sources2012-06-30$39
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$743,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$743,711
Administrative expenses professional fees incurred2012-06-30$97,330
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,070,022
Participant contributions at end of year2012-06-30$28
Participant contributions at beginning of year2012-06-30$42,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$230,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$111,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$153,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$18,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$28,795
Other income not declared elsewhere2012-06-30$124,138
Administrative expenses (other) incurred2012-06-30$55,397
Liabilities. Value of operating payables at end of year2012-06-30$20,954
Liabilities. Value of operating payables at beginning of year2012-06-30$10,874
Total non interest bearing cash at end of year2012-06-30$416,638
Total non interest bearing cash at beginning of year2012-06-30$356,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,870,540
Value of net assets at end of year (total assets less liabilities)2012-06-30$30,751,611
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$28,881,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$10,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$30,146,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$28,518,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$162,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$57,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$57,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$889,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,910,034
Employer contributions (assets) at end of year2012-06-30$491,107
Employer contributions (assets) at beginning of year2012-06-30$497,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$6,324,594
Contract administrator fees2012-06-30$148,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$537,000
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$705,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-06-30320043599
2011 : SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$744,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$754,939
Total income from all sources (including contributions)2011-06-30$11,366,587
Total of all expenses incurred2011-06-30$6,999,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$6,696,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$6,262,624
Value of total assets at end of year2011-06-30$29,625,740
Value of total assets at beginning of year2011-06-30$25,268,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$302,738
Total interest from all sources2011-06-30$35
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$720,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$720,165
Administrative expenses professional fees incurred2011-06-30$96,532
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,090,168
Participant contributions at end of year2011-06-30$42,253
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$218,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$153,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$301,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$28,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$37,282
Other income not declared elsewhere2011-06-30$357,688
Administrative expenses (other) incurred2011-06-30$52,388
Liabilities. Value of operating payables at end of year2011-06-30$10,874
Liabilities. Value of operating payables at beginning of year2011-06-30$16,657
Total non interest bearing cash at end of year2011-06-30$356,614
Total non interest bearing cash at beginning of year2011-06-30$279,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,367,270
Value of net assets at end of year (total assets less liabilities)2011-06-30$28,881,071
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$24,513,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$10,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$28,518,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$24,154,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$57,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$160,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$160,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$4,026,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,172,456
Employer contributions (assets) at end of year2011-06-30$497,793
Employer contributions (assets) at beginning of year2011-06-30$373,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$6,477,620
Contract administrator fees2011-06-30$143,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$705,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$701,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-06-30320043599

Form 5500 Responses for SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN

2021: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS' FAMILY HEALTH PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan 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 1
Insurance contract or identification numberH2001
Number of Individuals Covered304
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $18,097
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $351,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,097
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317034, 317038
Policy instance 2
Insurance contract or identification number317034, 317038
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,975
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $465,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,975
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317034, 317038
Policy instance 1
Insurance contract or identification number317034, 317038
Number of Individuals Covered289
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $47,025
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $866,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,025
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317034, 317038
Policy instance 1
Insurance contract or identification number317034, 317038
Number of Individuals Covered281
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $48,125
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $373,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,125
Insurance broker organization code?3

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