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IBEW 292 HEALTH CARE PLAN 401k Plan overview

Plan NameIBEW 292 HEALTH CARE PLAN
Plan identification number 501

IBEW 292 HEALTH CARE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF IBEW 292 HEALTH CARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF IBEW 292 HEALTH CARE PLAN
Employer identification number (EIN):411384754
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 292 HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01PETER LINDAHL LAURA KAROW2018-11-28
5012016-05-01PETER LINDAHL
5012015-05-01PETER LINDAHL DAVID MANDERSON2016-11-10
5012014-05-01PETER LINDAHL DAVID MANDERSON2016-01-19
5012013-05-01DAVID MANDERSON ANDREW SNOPE2014-11-24
5012012-05-01ANDREW SNOPE DAVID MANDERSON2013-11-21
5012011-05-01ANDREW SNOPE JEFFREY OHMAN2012-11-21
5012010-05-01ANDREW SNOPE JEFFREY OHMAN2011-11-28
5012009-05-01ANDREW SNOPE JEFFREY OHMAN2011-01-10

Plan Statistics for IBEW 292 HEALTH CARE PLAN

401k plan membership statisitcs for IBEW 292 HEALTH CARE PLAN

Measure Date Value
2021: IBEW 292 HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-014,533
Total number of active participants reported on line 7a of the Form 55002021-05-013,179
Number of retired or separated participants receiving benefits2021-05-011,464
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-014,643
Number of employers contributing to the scheme2021-05-01233
2020: IBEW 292 HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-014,894
Total number of active participants reported on line 7a of the Form 55002020-05-013,079
Number of retired or separated participants receiving benefits2020-05-011,454
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-014,533
Number of employers contributing to the scheme2020-05-01191
2019: IBEW 292 HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-014,602
Total number of active participants reported on line 7a of the Form 55002019-05-013,356
Number of retired or separated participants receiving benefits2019-05-011,538
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-014,894
Number of employers contributing to the scheme2019-05-01113
2018: IBEW 292 HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-014,767
Total number of active participants reported on line 7a of the Form 55002018-05-012,973
Number of retired or separated participants receiving benefits2018-05-011,629
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-014,602
Number of employers contributing to the scheme2018-05-01192
2017: IBEW 292 HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-014,543
Total number of active participants reported on line 7a of the Form 55002017-05-013,302
Number of retired or separated participants receiving benefits2017-05-011,457
Number of other retired or separated participants entitled to future benefits2017-05-018
Total of all active and inactive participants2017-05-014,767
Number of employers contributing to the scheme2017-05-01145
2016: IBEW 292 HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-014,451
Total number of active participants reported on line 7a of the Form 55002016-05-013,110
Number of retired or separated participants receiving benefits2016-05-011,431
Number of other retired or separated participants entitled to future benefits2016-05-012
Total of all active and inactive participants2016-05-014,543
Number of employers contributing to the scheme2016-05-01164
2015: IBEW 292 HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-014,169
Total number of active participants reported on line 7a of the Form 55002015-05-013,015
Number of retired or separated participants receiving benefits2015-05-011,427
Number of other retired or separated participants entitled to future benefits2015-05-019
Total of all active and inactive participants2015-05-014,451
Number of employers contributing to the scheme2015-05-01163
2014: IBEW 292 HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-013,982
Total number of active participants reported on line 7a of the Form 55002014-05-012,732
Number of retired or separated participants receiving benefits2014-05-011,431
Number of other retired or separated participants entitled to future benefits2014-05-016
Total of all active and inactive participants2014-05-014,169
Number of employers contributing to the scheme2014-05-01159
2013: IBEW 292 HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-013,942
Total number of active participants reported on line 7a of the Form 55002013-05-012,591
Number of retired or separated participants receiving benefits2013-05-011,377
Number of other retired or separated participants entitled to future benefits2013-05-0114
Total of all active and inactive participants2013-05-013,982
Number of employers contributing to the scheme2013-05-01149
2012: IBEW 292 HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-013,767
Total number of active participants reported on line 7a of the Form 55002012-05-012,563
Number of retired or separated participants receiving benefits2012-05-011,355
Number of other retired or separated participants entitled to future benefits2012-05-0124
Total of all active and inactive participants2012-05-013,942
Total participants2012-05-013,942
Number of employers contributing to the scheme2012-05-01148
2011: IBEW 292 HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-013,829
Total number of active participants reported on line 7a of the Form 55002011-05-012,412
Number of retired or separated participants receiving benefits2011-05-011,337
Number of other retired or separated participants entitled to future benefits2011-05-0118
Total of all active and inactive participants2011-05-013,767
Number of employers contributing to the scheme2011-05-01144
2010: IBEW 292 HEALTH CARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-013,878
Total number of active participants reported on line 7a of the Form 55002010-05-012,458
Number of retired or separated participants receiving benefits2010-05-011,307
Number of other retired or separated participants entitled to future benefits2010-05-0164
Total of all active and inactive participants2010-05-013,829
Number of employers contributing to the scheme2010-05-01210
2009: IBEW 292 HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-014,166
Total number of active participants reported on line 7a of the Form 55002009-05-012,346
Number of retired or separated participants receiving benefits2009-05-011,281
Number of other retired or separated participants entitled to future benefits2009-05-01251
Total of all active and inactive participants2009-05-013,878
Number of employers contributing to the scheme2009-05-01177

Financial Data on IBEW 292 HEALTH CARE PLAN

Measure Date Value
2023 : IBEW 292 HEALTH CARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$-1,893,687
Total unrealized appreciation/depreciation of assets2023-04-30$-1,893,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$7,876,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$5,202,821
Total income from all sources (including contributions)2023-04-30$71,952,558
Total loss/gain on sale of assets2023-04-30$-383,083
Total of all expenses incurred2023-04-30$63,815,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$62,102,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$68,572,313
Value of total assets at end of year2023-04-30$187,679,045
Value of total assets at beginning of year2023-04-30$176,868,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$1,713,180
Total interest from all sources2023-04-30$2,941,929
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$327,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$327,752
Administrative expenses professional fees incurred2023-04-30$639,873
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$3,000,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$5,037,787
Assets. Other investments not covered elsewhere at end of year2023-04-30$4,051,317
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$4,340,168
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-30$1,777,123
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$1,975,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$1,766,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$2,464,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$-842,179
Other income not declared elsewhere2023-04-30$1,708,403
Administrative expenses (other) incurred2023-04-30$896,713
Total non interest bearing cash at end of year2023-04-30$-1,511,332
Total non interest bearing cash at beginning of year2023-04-30$-723,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$8,136,789
Value of net assets at end of year (total assets less liabilities)2023-04-30$179,802,438
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$171,665,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Assets. partnership/joint venture interests at end of year2023-04-30$16,446,443
Assets. partnership/joint venture interests at beginning of year2023-04-30$16,899,238
Investment advisory and management fees2023-04-30$176,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$6,974,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$44,422,965
Interest earned on other investments2023-04-30$1,023,680
Income. Interest from US Government securities2023-04-30$950,026
Income. Interest from corporate debt instruments2023-04-30$704,231
Value of interest in common/collective trusts at end of year2023-04-30$48,014,897
Value of interest in common/collective trusts at beginning of year2023-04-30$12,800,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$15,037,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$8,432,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$8,432,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$263,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$40,020,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$39,151,826
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$2,901,841
Asset value of US Government securities at end of year2023-04-30$33,253,794
Asset value of US Government securities at beginning of year2023-04-30$26,661,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-833,572
Net investment gain or loss from common/collective trusts2023-04-30$1,512,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$63,534,526
Employer contributions (assets) at end of year2023-04-30$3,761,925
Employer contributions (assets) at beginning of year2023-04-30$4,316,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$57,423,625
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$19,481,711
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$18,541,833
Liabilities. Value of benefit claims payable at end of year2023-04-30$5,412,381
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$6,045,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$172,517
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$258,082
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$34,098,484
Aggregate carrying amount (costs) on sale of assets2023-04-30$34,481,567
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-04-30320043599
2022 : IBEW 292 HEALTH CARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-1,566,045
Total unrealized appreciation/depreciation of assets2022-04-30$-1,566,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$6,314,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$7,347,846
Total income from all sources (including contributions)2022-04-30$65,607,335
Total loss/gain on sale of assets2022-04-30$-288,891
Total of all expenses incurred2022-04-30$61,619,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$58,334,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$68,096,566
Value of total assets at end of year2022-04-30$177,979,838
Value of total assets at beginning of year2022-04-30$175,025,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$3,285,046
Total interest from all sources2022-04-30$1,467,066
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$2,016,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$2,016,407
Administrative expenses professional fees incurred2022-04-30$621,517
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$3,000,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$5,382,734
Assets. Other investments not covered elsewhere at end of year2022-04-30$8,982,841
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$8,336,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$2,878,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$2,343,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$258,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$1,684,846
Other income not declared elsewhere2022-04-30$6,324
Administrative expenses (other) incurred2022-04-30$740,666
Liabilities. Value of operating payables at end of year2022-04-30$11,137
Liabilities. Value of operating payables at beginning of year2022-04-30$0
Total non interest bearing cash at end of year2022-04-30$6,901,480
Total non interest bearing cash at beginning of year2022-04-30$6,792,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$3,987,517
Value of net assets at end of year (total assets less liabilities)2022-04-30$171,665,649
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$167,678,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Assets. partnership/joint venture interests at end of year2022-04-30$16,899,238
Assets. partnership/joint venture interests at beginning of year2022-04-30$13,483,569
Investment advisory and management fees2022-04-30$172,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$57,223,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$62,342,641
Interest earned on other investments2022-04-30$378,023
Income. Interest from US Government securities2022-04-30$578,882
Income. Interest from corporate debt instruments2022-04-30$509,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$807,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$3,029,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$3,029,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$1,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$39,151,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$38,265,811
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$5,399,854
Asset value of US Government securities at end of year2022-04-30$22,018,917
Asset value of US Government securities at beginning of year2022-04-30$21,226,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-4,124,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$62,713,832
Employer contributions (assets) at end of year2022-04-30$4,316,000
Employer contributions (assets) at beginning of year2022-04-30$4,314,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$52,934,918
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$18,541,833
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$14,547,098
Contract administrator fees2022-04-30$1,750,807
Liabilities. Value of benefit claims payable at end of year2022-04-30$6,045,000
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$5,663,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$258,082
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$343,515
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$80,554,776
Aggregate carrying amount (costs) on sale of assets2022-04-30$80,843,667
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-04-30410746749
2021 : IBEW 292 HEALTH CARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-262,392
Total unrealized appreciation/depreciation of assets2021-04-30$-262,392
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$7,347,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$11,813,051
Total income from all sources (including contributions)2021-04-30$81,207,164
Total loss/gain on sale of assets2021-04-30$758,982
Total of all expenses incurred2021-04-30$55,890,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$53,240,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$64,506,662
Value of total assets at end of year2021-04-30$175,025,978
Value of total assets at beginning of year2021-04-30$154,174,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$2,650,280
Total interest from all sources2021-04-30$1,438,193
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$1,851,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$1,851,313
Assets. Real estate other than employer real property at end of year2021-04-30$0
Assets. Real estate other than employer real property at beginning of year2021-04-30$0
Administrative expenses professional fees incurred2021-04-30$638,748
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$3,000,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$5,667,571
Assets. Other investments not covered elsewhere at end of year2021-04-30$8,336,908
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$8,969,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$2,343,515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$1,233,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$1,684,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$6,496,122
Other income not declared elsewhere2021-04-30$1,457
Administrative expenses (other) incurred2021-04-30$703,982
Liabilities. Value of operating payables at end of year2021-04-30$0
Liabilities. Value of operating payables at beginning of year2021-04-30$9,588
Total non interest bearing cash at end of year2021-04-30$6,792,881
Total non interest bearing cash at beginning of year2021-04-30$14,269,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$25,316,610
Value of net assets at end of year (total assets less liabilities)2021-04-30$167,678,132
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$142,361,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Assets. partnership/joint venture interests at end of year2021-04-30$13,483,569
Assets. partnership/joint venture interests at beginning of year2021-04-30$13,198,914
Investment advisory and management fees2021-04-30$112,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$62,342,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$44,611,043
Interest earned on other investments2021-04-30$384,898
Income. Interest from US Government securities2021-04-30$528,957
Income. Interest from corporate debt instruments2021-04-30$523,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$3,029,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$1,868,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$1,868,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$1,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$38,265,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$31,295,018
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$5,157,912
Asset value of US Government securities at end of year2021-04-30$21,226,986
Asset value of US Government securities at beginning of year2021-04-30$19,439,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$12,912,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$58,839,091
Employer contributions (assets) at end of year2021-04-30$4,314,000
Employer contributions (assets) at beginning of year2021-04-30$3,556,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$48,082,362
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$14,547,098
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$15,474,210
Contract administrator fees2021-04-30$1,194,599
Liabilities. Value of benefit claims payable at end of year2021-04-30$5,663,000
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$5,307,341
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$343,515
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$256,863
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$88,876,154
Aggregate carrying amount (costs) on sale of assets2021-04-30$88,117,172
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-04-30410746749
2020 : IBEW 292 HEALTH CARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$3,370,376
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$3,370,376
Total unrealized appreciation/depreciation of assets2020-04-30$3,370,376
Total unrealized appreciation/depreciation of assets2020-04-30$3,370,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$11,813,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$11,813,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$11,172,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$11,172,627
Total income from all sources (including contributions)2020-04-30$78,280,136
Total income from all sources (including contributions)2020-04-30$78,280,136
Total loss/gain on sale of assets2020-04-30$818,964
Total loss/gain on sale of assets2020-04-30$818,964
Total of all expenses incurred2020-04-30$55,144,758
Total of all expenses incurred2020-04-30$55,144,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$53,002,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$53,002,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$71,583,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$71,583,774
Value of total assets at end of year2020-04-30$154,174,573
Value of total assets at end of year2020-04-30$154,174,573
Value of total assets at beginning of year2020-04-30$130,398,771
Value of total assets at beginning of year2020-04-30$130,398,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$2,141,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$2,141,941
Total interest from all sources2020-04-30$1,534,177
Total interest from all sources2020-04-30$1,534,177
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$1,345,776
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$1,345,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$1,345,776
Assets. Real estate other than employer real property at end of year2020-04-30$0
Assets. Real estate other than employer real property at end of year2020-04-30$0
Assets. Real estate other than employer real property at beginning of year2020-04-30$0
Assets. Real estate other than employer real property at beginning of year2020-04-30$0
Administrative expenses professional fees incurred2020-04-30$488,110
Administrative expenses professional fees incurred2020-04-30$488,110
Was this plan covered by a fidelity bond2020-04-30Yes
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$3,000,000
Value of fidelity bond cover2020-04-30$3,000,000
If this is an individual account plan, was there a blackout period2020-04-30No
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$8,149,388
Contributions received from participants2020-04-30$8,149,388
Assets. Other investments not covered elsewhere at end of year2020-04-30$8,969,631
Assets. Other investments not covered elsewhere at end of year2020-04-30$8,969,631
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$6,849,973
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$6,849,973
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$1,233,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$1,233,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$1,589,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$1,589,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$6,496,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$6,496,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$222,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$222,270
Other income not declared elsewhere2020-04-30$73,078
Other income not declared elsewhere2020-04-30$73,078
Administrative expenses (other) incurred2020-04-30$286,508
Administrative expenses (other) incurred2020-04-30$286,508
Liabilities. Value of operating payables at end of year2020-04-30$9,588
Liabilities. Value of operating payables at end of year2020-04-30$9,588
Liabilities. Value of operating payables at beginning of year2020-04-30$108,928
Liabilities. Value of operating payables at beginning of year2020-04-30$108,928
Total non interest bearing cash at end of year2020-04-30$14,269,977
Total non interest bearing cash at end of year2020-04-30$14,269,977
Total non interest bearing cash at beginning of year2020-04-30$2,196,257
Total non interest bearing cash at beginning of year2020-04-30$2,196,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$23,135,378
Value of net income/loss2020-04-30$23,135,378
Value of net assets at end of year (total assets less liabilities)2020-04-30$142,361,522
Value of net assets at end of year (total assets less liabilities)2020-04-30$142,361,522
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$119,226,144
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$119,226,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Assets. partnership/joint venture interests at end of year2020-04-30$13,198,914
Assets. partnership/joint venture interests at end of year2020-04-30$13,198,914
Assets. partnership/joint venture interests at beginning of year2020-04-30$12,561,189
Assets. partnership/joint venture interests at beginning of year2020-04-30$12,561,189
Investment advisory and management fees2020-04-30$106,448
Investment advisory and management fees2020-04-30$106,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$44,611,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$44,611,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$45,330,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$45,330,544
Interest earned on other investments2020-04-30$401,200
Interest earned on other investments2020-04-30$401,200
Income. Interest from US Government securities2020-04-30$584,636
Income. Interest from US Government securities2020-04-30$584,636
Income. Interest from corporate debt instruments2020-04-30$454,136
Income. Interest from corporate debt instruments2020-04-30$454,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$1,868,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$1,868,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$2,672,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$2,672,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$2,672,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$2,672,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$94,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$94,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$31,295,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$31,295,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$24,542,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$24,542,283
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$5,613,411
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$5,613,411
Asset value of US Government securities at end of year2020-04-30$19,439,740
Asset value of US Government securities at end of year2020-04-30$19,439,740
Asset value of US Government securities at beginning of year2020-04-30$17,909,580
Asset value of US Government securities at beginning of year2020-04-30$17,909,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-446,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-446,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$63,434,386
Contributions received in cash from employer2020-04-30$63,434,386
Employer contributions (assets) at end of year2020-04-30$3,556,525
Employer contributions (assets) at end of year2020-04-30$3,556,525
Employer contributions (assets) at beginning of year2020-04-30$3,901,525
Employer contributions (assets) at beginning of year2020-04-30$3,901,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$47,389,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$47,389,406
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$15,474,210
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$15,474,210
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$12,718,949
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$12,718,949
Contract administrator fees2020-04-30$1,260,875
Contract administrator fees2020-04-30$1,260,875
Liabilities. Value of benefit claims payable at end of year2020-04-30$5,307,341
Liabilities. Value of benefit claims payable at end of year2020-04-30$5,307,341
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$10,841,429
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$10,841,429
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$256,863
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$256,863
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$126,909
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$126,909
Did the plan have assets held for investment2020-04-30Yes
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$62,503,676
Aggregate proceeds on sale of assets2020-04-30$62,503,676
Aggregate carrying amount (costs) on sale of assets2020-04-30$61,684,712
Aggregate carrying amount (costs) on sale of assets2020-04-30$61,684,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30CLIFTONLARSONALLEN LLP
Accountancy firm name2020-04-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-04-30410746749
Accountancy firm EIN2020-04-30410746749
2019 : IBEW 292 HEALTH CARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$1,834,944
Total unrealized appreciation/depreciation of assets2019-04-30$1,834,944
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$11,172,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$13,225,149
Total income from all sources (including contributions)2019-04-30$74,742,719
Total loss/gain on sale of assets2019-04-30$605,504
Total of all expenses incurred2019-04-30$67,627,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$64,572,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$66,981,142
Value of total assets at end of year2019-04-30$130,398,771
Value of total assets at beginning of year2019-04-30$125,335,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$3,054,953
Total interest from all sources2019-04-30$1,245,221
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$1,338,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$1,338,729
Assets. Real estate other than employer real property at end of year2019-04-30$0
Assets. Real estate other than employer real property at beginning of year2019-04-30$15,031,896
Administrative expenses professional fees incurred2019-04-30$531,664
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$3,000,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$8,114,120
Assets. Other investments not covered elsewhere at end of year2019-04-30$6,849,973
Assets. Other investments not covered elsewhere at beginning of year2019-04-30$4,988,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$1,589,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$1,421,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$222,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$432,705
Administrative expenses (other) incurred2019-04-30$1,068,717
Liabilities. Value of operating payables at end of year2019-04-30$108,928
Liabilities. Value of operating payables at beginning of year2019-04-30$55,609
Total non interest bearing cash at end of year2019-04-30$2,196,257
Total non interest bearing cash at beginning of year2019-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$7,115,336
Value of net assets at end of year (total assets less liabilities)2019-04-30$119,226,144
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$112,110,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Assets. partnership/joint venture interests at end of year2019-04-30$12,561,189
Assets. partnership/joint venture interests at beginning of year2019-04-30$0
Investment advisory and management fees2019-04-30$83,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$45,330,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$48,022,253
Interest earned on other investments2019-04-30$423,621
Income. Interest from US Government securities2019-04-30$407,973
Income. Interest from corporate debt instruments2019-04-30$379,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$2,672,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$8,149,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$8,149,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$33,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$24,542,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$25,601,778
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$5,862,699
Asset value of US Government securities at end of year2019-04-30$17,909,580
Asset value of US Government securities at beginning of year2019-04-30$10,050,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$2,737,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$58,867,022
Employer contributions (assets) at end of year2019-04-30$3,901,525
Employer contributions (assets) at beginning of year2019-04-30$3,754,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$58,709,731
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$12,718,949
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$8,179,243
Contract administrator fees2019-04-30$1,371,082
Liabilities. Value of benefit claims payable at end of year2019-04-30$10,841,429
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$12,736,835
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$126,909
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$136,034
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$34,453,785
Aggregate carrying amount (costs) on sale of assets2019-04-30$33,848,281
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-04-30410746749
2018 : IBEW 292 HEALTH CARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$445,324
Total unrealized appreciation/depreciation of assets2018-04-30$445,324
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$13,225,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$5,824,344
Total income from all sources (including contributions)2018-04-30$70,763,687
Total loss/gain on sale of assets2018-04-30$-68,175
Total of all expenses incurred2018-04-30$71,524,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$69,604,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$62,289,732
Value of total assets at end of year2018-04-30$125,335,957
Value of total assets at beginning of year2018-04-30$118,695,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$1,919,740
Total interest from all sources2018-04-30$992,898
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$972,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$972,113
Assets. Real estate other than employer real property at end of year2018-04-30$15,031,896
Assets. Real estate other than employer real property at beginning of year2018-04-30$12,357,212
Administrative expenses professional fees incurred2018-04-30$551,481
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$3,000,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$7,716,746
Assets. Other investments not covered elsewhere at end of year2018-04-30$4,988,649
Assets. Other investments not covered elsewhere at beginning of year2018-04-30$5,026,080
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-04-30$1,374,627
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$1,421,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$1,133,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$432,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$26,552
Other income not declared elsewhere2018-04-30$3,083,130
Administrative expenses (other) incurred2018-04-30$1,278,337
Liabilities. Value of operating payables at end of year2018-04-30$55,609
Liabilities. Value of operating payables at beginning of year2018-04-30$39,529
Total non interest bearing cash at end of year2018-04-30$100
Total non interest bearing cash at beginning of year2018-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-760,809
Value of net assets at end of year (total assets less liabilities)2018-04-30$112,110,808
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$112,871,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$89,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$48,022,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$50,910,510
Interest earned on other investments2018-04-30$417,819
Income. Interest from US Government securities2018-04-30$271,409
Income. Interest from corporate debt instruments2018-04-30$260,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$8,149,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$2,384,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$2,384,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$43,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$25,601,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$25,323,256
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$6,032,074
Asset value of US Government securities at end of year2018-04-30$10,050,431
Asset value of US Government securities at beginning of year2018-04-30$10,106,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$3,048,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$54,572,986
Employer contributions (assets) at end of year2018-04-30$3,754,360
Employer contributions (assets) at beginning of year2018-04-30$3,100,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$62,198,055
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$8,179,243
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$8,332,865
Liabilities. Value of benefit claims payable at end of year2018-04-30$12,736,835
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$5,758,263
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$136,034
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$20,648
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$16,755,746
Aggregate carrying amount (costs) on sale of assets2018-04-30$16,823,921
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-04-30320043599
2017 : IBEW 292 HEALTH CARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$1,046,530
Total unrealized appreciation/depreciation of assets2017-04-30$1,046,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$5,824,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$4,533,285
Total income from all sources (including contributions)2017-04-30$64,591,802
Total loss/gain on sale of assets2017-04-30$-63,017
Total of all expenses incurred2017-04-30$65,298,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$63,462,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$55,270,266
Value of total assets at end of year2017-04-30$118,695,961
Value of total assets at beginning of year2017-04-30$118,111,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$1,836,141
Total interest from all sources2017-04-30$1,008,158
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$1,085,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$1,085,322
Assets. Real estate other than employer real property at end of year2017-04-30$12,357,212
Assets. Real estate other than employer real property at beginning of year2017-04-30$11,253,066
Administrative expenses professional fees incurred2017-04-30$480,621
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$3,000,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30Yes
Amount of non-exempt transactions with any party-in-interest2017-04-30$718
Contributions received from participants2017-04-30$7,143,028
Assets. Other investments not covered elsewhere at end of year2017-04-30$5,026,080
Assets. Other investments not covered elsewhere at beginning of year2017-04-30$8,509,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-04-30$1,228,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$1,133,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$852,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$26,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$10,043
Other income not declared elsewhere2017-04-30$1,923,601
Administrative expenses (other) incurred2017-04-30$1,260,807
Liabilities. Value of operating payables at end of year2017-04-30$39,529
Liabilities. Value of operating payables at beginning of year2017-04-30$43,845
Total non interest bearing cash at end of year2017-04-30$100
Total non interest bearing cash at beginning of year2017-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-706,719
Value of net assets at end of year (total assets less liabilities)2017-04-30$112,871,617
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$113,578,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$94,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$50,910,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$43,396,881
Interest earned on other investments2017-04-30$310,988
Income. Interest from US Government securities2017-04-30$362,629
Income. Interest from corporate debt instruments2017-04-30$331,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$2,384,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$2,713,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$2,713,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$3,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$25,323,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$26,606,793
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$5,313,436
Asset value of US Government securities at end of year2017-04-30$10,106,136
Asset value of US Government securities at beginning of year2017-04-30$9,897,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$4,320,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$48,127,238
Employer contributions (assets) at end of year2017-04-30$3,100,854
Employer contributions (assets) at beginning of year2017-04-30$3,765,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$56,920,432
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$8,332,865
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$11,096,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Liabilities. Value of benefit claims payable at end of year2017-04-30$5,758,263
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$4,479,397
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$20,648
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$21,160
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$20,206,344
Aggregate carrying amount (costs) on sale of assets2017-04-30$20,269,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-04-30320043599
2016 : IBEW 292 HEALTH CARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$1,041,028
Total unrealized appreciation/depreciation of assets2016-04-30$1,041,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$4,533,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$5,300,239
Total income from all sources (including contributions)2016-04-30$56,619,336
Total loss/gain on sale of assets2016-04-30$-163,854
Total of all expenses incurred2016-04-30$53,515,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$51,540,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$53,099,304
Value of total assets at end of year2016-04-30$118,111,621
Value of total assets at beginning of year2016-04-30$115,774,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$1,974,667
Total interest from all sources2016-04-30$965,939
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$953,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$953,998
Assets. Real estate other than employer real property at end of year2016-04-30$11,253,066
Administrative expenses professional fees incurred2016-04-30$549,241
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$3,000,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$6,615,458
Assets. Other investments not covered elsewhere at end of year2016-04-30$8,509,763
Assets. Other investments not covered elsewhere at beginning of year2016-04-30$8,269,158
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-04-30$1,539,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$852,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$912,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$10,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$160,303
Other income not declared elsewhere2016-04-30$1,977,047
Administrative expenses (other) incurred2016-04-30$1,323,021
Liabilities. Value of operating payables at end of year2016-04-30$43,845
Liabilities. Value of operating payables at beginning of year2016-04-30$251,067
Total non interest bearing cash at end of year2016-04-30$100
Total non interest bearing cash at beginning of year2016-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$3,104,067
Value of net assets at end of year (total assets less liabilities)2016-04-30$113,578,336
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$110,474,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$102,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$43,396,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$50,297,967
Interest earned on other investments2016-04-30$237,921
Income. Interest from US Government securities2016-04-30$331,184
Income. Interest from corporate debt instruments2016-04-30$395,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$2,713,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$3,934,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$3,934,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$1,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$26,606,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$26,151,416
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$4,585,499
Asset value of US Government securities at end of year2016-04-30$9,897,040
Asset value of US Government securities at beginning of year2016-04-30$11,350,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-1,254,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$46,483,846
Employer contributions (assets) at end of year2016-04-30$3,765,534
Employer contributions (assets) at beginning of year2016-04-30$3,308,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$45,415,542
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$11,096,160
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$11,538,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Liabilities. Value of benefit claims payable at end of year2016-04-30$4,479,397
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$4,888,869
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$21,160
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$11,367
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$21,938,947
Aggregate carrying amount (costs) on sale of assets2016-04-30$22,102,801
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30LEGACY PROFESSONALS LLP
Accountancy firm EIN2016-04-30320043599
2015 : IBEW 292 HEALTH CARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$863,979
Total unrealized appreciation/depreciation of assets2015-04-30$863,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$5,300,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$7,578,184
Total income from all sources (including contributions)2015-04-30$56,030,286
Total loss/gain on sale of assets2015-04-30$365,989
Total of all expenses incurred2015-04-30$47,028,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$44,603,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$46,530,281
Value of total assets at end of year2015-04-30$115,774,508
Value of total assets at beginning of year2015-04-30$109,051,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$2,425,849
Total interest from all sources2015-04-30$1,352,279
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$1,039,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$1,039,598
Administrative expenses professional fees incurred2015-04-30$517,127
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$3,000,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$6,256,185
Assets. Other investments not covered elsewhere at end of year2015-04-30$8,269,158
Assets. Other investments not covered elsewhere at beginning of year2015-04-30$7,928,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$912,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$883,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$160,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$133,965
Other income not declared elsewhere2015-04-30$3,061,495
Administrative expenses (other) incurred2015-04-30$1,810,716
Liabilities. Value of operating payables at end of year2015-04-30$251,067
Liabilities. Value of operating payables at beginning of year2015-04-30$91,341
Total non interest bearing cash at end of year2015-04-30$100
Total non interest bearing cash at beginning of year2015-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$9,001,393
Value of net assets at end of year (total assets less liabilities)2015-04-30$110,474,269
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$101,472,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$98,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$50,297,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$49,669,364
Interest earned on other investments2015-04-30$508,034
Income. Interest from US Government securities2015-04-30$439,337
Income. Interest from corporate debt instruments2015-04-30$404,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$3,934,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$4,285,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$4,285,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$26,151,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$20,199,455
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$4,039,603
Asset value of US Government securities at end of year2015-04-30$11,350,349
Asset value of US Government securities at beginning of year2015-04-30$13,340,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$2,816,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$40,274,096
Employer contributions (assets) at end of year2015-04-30$3,308,781
Employer contributions (assets) at beginning of year2015-04-30$2,301,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$40,563,441
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$11,538,890
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$10,421,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Liabilities. Value of benefit claims payable at end of year2015-04-30$4,888,869
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$7,352,878
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$11,367
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$20,354
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$23,532,170
Aggregate carrying amount (costs) on sale of assets2015-04-30$23,166,181
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-04-30320043599
2014 : IBEW 292 HEALTH CARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-420,215
Total unrealized appreciation/depreciation of assets2014-04-30$-420,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$7,578,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$5,610,967
Total income from all sources (including contributions)2014-04-30$48,947,495
Total loss/gain on sale of assets2014-04-30$-524,885
Total of all expenses incurred2014-04-30$45,576,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$43,678,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$42,783,066
Value of total assets at end of year2014-04-30$109,051,060
Value of total assets at beginning of year2014-04-30$103,712,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$1,898,439
Total interest from all sources2014-04-30$1,033,897
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$1,133,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$1,133,664
Administrative expenses professional fees incurred2014-04-30$648,800
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$3,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$6,067,275
Assets. Other investments not covered elsewhere at end of year2014-04-30$7,928,734
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$6,187,256
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$883,560
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$609,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$133,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$458,541
Other income not declared elsewhere2014-04-30$886,470
Administrative expenses (other) incurred2014-04-30$1,161,475
Liabilities. Value of operating payables at end of year2014-04-30$91,341
Liabilities. Value of operating payables at beginning of year2014-04-30$100,606
Total non interest bearing cash at end of year2014-04-30$100
Total non interest bearing cash at beginning of year2014-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$3,370,864
Value of net assets at end of year (total assets less liabilities)2014-04-30$101,472,876
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$98,102,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$88,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$49,669,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$67,665,725
Interest earned on other investments2014-04-30$225,509
Income. Interest from US Government securities2014-04-30$440,979
Income. Interest from corporate debt instruments2014-04-30$366,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$4,285,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$1,591,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$1,591,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$20,199,455
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$3,778,729
Asset value of US Government securities at end of year2014-04-30$13,340,006
Asset value of US Government securities at beginning of year2014-04-30$16,235,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$4,055,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$36,715,791
Employer contributions (assets) at end of year2014-04-30$2,301,668
Employer contributions (assets) at beginning of year2014-04-30$2,891,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$39,899,463
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$10,421,937
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$8,522,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Liabilities. Value of benefit claims payable at end of year2014-04-30$7,352,878
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$5,051,820
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$20,354
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$9,338
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$19,437,232
Aggregate carrying amount (costs) on sale of assets2014-04-30$19,962,117
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-04-30320043599
2013 : IBEW 292 HEALTH CARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$-145,061
Total unrealized appreciation/depreciation of assets2013-04-30$-145,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$5,610,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$4,068,528
Total income from all sources (including contributions)2013-04-30$47,835,943
Total loss/gain on sale of assets2013-04-30$509,291
Total of all expenses incurred2013-04-30$43,661,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$41,777,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$40,794,188
Value of total assets at end of year2013-04-30$103,712,979
Value of total assets at beginning of year2013-04-30$97,996,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$1,884,622
Total interest from all sources2013-04-30$954,928
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$1,406,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$1,406,883
Administrative expenses professional fees incurred2013-04-30$604,356
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$3,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$5,763,501
Assets. Other investments not covered elsewhere at end of year2013-04-30$6,187,256
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$5,034,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$609,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$802,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$458,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$24,426
Other income not declared elsewhere2013-04-30$624,451
Administrative expenses (other) incurred2013-04-30$1,188,201
Liabilities. Value of operating payables at end of year2013-04-30$100,606
Liabilities. Value of operating payables at beginning of year2013-04-30$108,131
Total non interest bearing cash at end of year2013-04-30$100
Total non interest bearing cash at beginning of year2013-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$4,174,072
Value of net assets at end of year (total assets less liabilities)2013-04-30$98,102,012
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$93,927,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$92,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$67,665,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$65,163,013
Interest earned on other investments2013-04-30$72,227
Income. Interest from US Government securities2013-04-30$570,211
Income. Interest from corporate debt instruments2013-04-30$311,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$1,591,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$4,973,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$4,973,818
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$564
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$4,290,138
Asset value of US Government securities at end of year2013-04-30$16,235,816
Asset value of US Government securities at beginning of year2013-04-30$11,647,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$3,691,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$35,030,687
Employer contributions (assets) at end of year2013-04-30$2,891,165
Employer contributions (assets) at beginning of year2013-04-30$2,085,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$37,487,111
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$8,522,870
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$8,279,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30No
Liabilities. Value of benefit claims payable at end of year2013-04-30$5,051,820
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$3,935,971
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$9,338
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$9,073
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$17,236,645
Aggregate carrying amount (costs) on sale of assets2013-04-30$16,727,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-04-30320043599
2012 : IBEW 292 HEALTH CARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$802,845
Total unrealized appreciation/depreciation of assets2012-04-30$802,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$4,068,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$3,419,731
Total income from all sources (including contributions)2012-04-30$45,037,953
Total loss/gain on sale of assets2012-04-30$362,569
Total of all expenses incurred2012-04-30$40,495,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$38,670,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$40,047,958
Value of total assets at end of year2012-04-30$97,996,468
Value of total assets at beginning of year2012-04-30$92,805,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$1,825,066
Total interest from all sources2012-04-30$959,036
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$1,476,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$1,476,722
Administrative expenses professional fees incurred2012-04-30$551,088
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$5,948,529
Assets. Other investments not covered elsewhere at end of year2012-04-30$5,034,826
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$5,094,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$802,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$773,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$24,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$21,346
Other income not declared elsewhere2012-04-30$749,477
Administrative expenses (other) incurred2012-04-30$1,186,994
Liabilities. Value of operating payables at end of year2012-04-30$108,131
Liabilities. Value of operating payables at beginning of year2012-04-30$83,785
Total non interest bearing cash at end of year2012-04-30$100
Total non interest bearing cash at beginning of year2012-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$4,542,365
Value of net assets at end of year (total assets less liabilities)2012-04-30$93,927,940
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$89,385,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$86,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$65,163,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$60,594,602
Interest earned on other investments2012-04-30$73,233
Income. Interest from US Government securities2012-04-30$591,178
Income. Interest from corporate debt instruments2012-04-30$293,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$4,973,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$6,500,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$6,500,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$1,623
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$3,992,129
Asset value of US Government securities at end of year2012-04-30$11,647,306
Asset value of US Government securities at beginning of year2012-04-30$10,868,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$639,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$34,099,429
Employer contributions (assets) at end of year2012-04-30$2,085,547
Employer contributions (assets) at beginning of year2012-04-30$2,897,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$34,678,393
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$8,279,868
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$6,061,058
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Liabilities. Value of benefit claims payable at end of year2012-04-30$3,935,971
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$3,314,600
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$9,073
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$14,226
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$23,884,287
Aggregate carrying amount (costs) on sale of assets2012-04-30$23,521,718
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-04-30320043599
2011 : IBEW 292 HEALTH CARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$101,615
Total unrealized appreciation/depreciation of assets2011-04-30$101,615
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$3,419,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$2,911,395
Total income from all sources (including contributions)2011-04-30$48,569,872
Total loss/gain on sale of assets2011-04-30$307,899
Total of all expenses incurred2011-04-30$37,457,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$35,626,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$39,647,533
Value of total assets at end of year2011-04-30$92,805,306
Value of total assets at beginning of year2011-04-30$81,184,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$1,830,344
Total interest from all sources2011-04-30$886,885
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$1,412,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$1,412,661
Administrative expenses professional fees incurred2011-04-30$499,152
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$6,525,076
Assets. Other investments not covered elsewhere at end of year2011-04-30$5,094,242
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$1,712,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$773,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$1,632,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$21,346
Other income not declared elsewhere2011-04-30$2,059,116
Administrative expenses (other) incurred2011-04-30$1,236,699
Liabilities. Value of operating payables at end of year2011-04-30$83,785
Liabilities. Value of operating payables at beginning of year2011-04-30$101,395
Total non interest bearing cash at end of year2011-04-30$100
Total non interest bearing cash at beginning of year2011-04-30$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$11,112,855
Value of net assets at end of year (total assets less liabilities)2011-04-30$89,385,575
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$78,272,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$94,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$60,594,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$54,703,606
Interest earned on other investments2011-04-30$223,205
Income. Interest from US Government securities2011-04-30$392,339
Income. Interest from corporate debt instruments2011-04-30$267,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$6,500,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$970,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$970,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$3,831
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$4,814,923
Asset value of US Government securities at end of year2011-04-30$10,868,887
Asset value of US Government securities at beginning of year2011-04-30$10,920,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$4,154,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$33,122,457
Employer contributions (assets) at end of year2011-04-30$2,897,648
Employer contributions (assets) at beginning of year2011-04-30$2,143,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$30,811,750
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$6,061,058
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$9,081,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Liabilities. Value of benefit claims payable at end of year2011-04-30$3,314,600
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$2,810,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$14,226
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$18,693
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$10,924,631
Aggregate carrying amount (costs) on sale of assets2011-04-30$10,616,732
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-04-30320043599

Form 5500 Responses for IBEW 292 HEALTH CARE PLAN

2021: IBEW 292 HEALTH CARE PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: IBEW 292 HEALTH CARE PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: IBEW 292 HEALTH CARE PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: IBEW 292 HEALTH CARE PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: IBEW 292 HEALTH CARE PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: IBEW 292 HEALTH CARE PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: IBEW 292 HEALTH CARE PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: IBEW 292 HEALTH CARE PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: IBEW 292 HEALTH CARE PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: IBEW 292 HEALTH CARE PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: IBEW 292 HEALTH CARE PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: IBEW 292 HEALTH CARE PLAN 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: IBEW 292 HEALTH CARE PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan 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 3
Insurance contract or identification numberH2001
Number of Individuals Covered2041
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,164,250
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 numberSL10454
Policy instance 2
Insurance contract or identification numberSL10454
Number of Individuals Covered3261
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $22,882
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $762,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,882
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312167, 312169
Policy instance 1
Insurance contract or identification number312167, 312169
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $340,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGL3126, C4488
Policy instance 5
Insurance contract or identification numberGL3126, C4488
Number of Individuals Covered3186
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $10,395
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $207,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,395
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number69008
Policy instance 4
Insurance contract or identification number69008
Number of Individuals Covered4551
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 1
Insurance contract or identification number069008
Number of Individuals Covered4643
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
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 numberSL10454
Policy instance 2
Insurance contract or identification numberSL10454
Number of Individuals Covered3423
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,522
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $784,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,522
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312167
Policy instance 3
Insurance contract or identification number312167
Number of Individuals Covered1816
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $297,325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,114,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $297,325
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number312167
Policy instance 3
Insurance contract or identification number312167
Number of Individuals Covered1840
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $294,100
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,794,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $294,100
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10454
Policy instance 2
Insurance contract or identification numberSL10454
Number of Individuals Covered3486
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,568
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $685,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,568
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 1
Insurance contract or identification number069008
Number of Individuals Covered4725
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 1
Insurance contract or identification number069008
Number of Individuals Covered4894
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberG3216, C4488
Policy instance 2
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered3505
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $20,775
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $226,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,315
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFULLFILLMENT OF COMMISSION AGREEMENT
Insurance broker organization code?3
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 3
Insurance contract or identification numberSL 168
Number of Individuals Covered3822
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $17,066
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $658,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,066
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012000
Policy instance 1
Insurance contract or identification numberYM012000
Number of Individuals Covered1827
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,462,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012, YR009
Policy instance 2
Insurance contract or identification numberYM012, YR009
Number of Individuals Covered1824
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,853,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 3
Insurance contract or identification number069008
Number of Individuals Covered4602
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberG3216, C4488
Policy instance 4
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered3366
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $11,172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $223,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,172
Insurance broker organization code?3
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 5
Insurance contract or identification numberSL 168
Number of Individuals Covered3669
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $47,589
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $572,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,589
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34406
Policy instance 6
Insurance contract or identification numberGA34406
Number of Individuals Covered4602
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012000
Policy instance 1
Insurance contract or identification numberYM012000
Number of Individuals Covered1782
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,550,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 3
Insurance contract or identification number069008
Number of Individuals Covered4767
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012, YR009
Policy instance 2
Insurance contract or identification numberYM012, YR009
Number of Individuals Covered1780
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,583,960
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 numberG3216, C4488
Policy instance 4
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered3324
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $12,511
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $250,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,511
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 5
Insurance contract or identification numberSL 168
Number of Individuals Covered3567
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,296
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $536,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,296
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34405
Policy instance 6
Insurance contract or identification numberGA34405
Number of Individuals Covered4767
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34406
Policy instance 7
Insurance contract or identification numberGA34406
Number of Individuals Covered4767
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 4
Insurance contract or identification number069008
Number of Individuals Covered4451
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34406
Policy instance 8
Insurance contract or identification numberGA34406
Number of Individuals Covered4451
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 7
Insurance contract or identification numberSL 168
Number of Individuals Covered2804
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,365
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $306,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,365
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012000
Policy instance 3
Insurance contract or identification numberYM012000
Number of Individuals Covered1702
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,852,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012, YR009
Policy instance 5
Insurance contract or identification numberYM012, YR009
Number of Individuals Covered1702
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,324,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34404
Policy instance 1
Insurance contract or identification numberGA34404
Number of Individuals Covered4451
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberG3216, C4488
Policy instance 2
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered2976
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $10,897
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $217,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,897
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34405
Policy instance 6
Insurance contract or identification numberGA34405
Number of Individuals Covered4451
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012, YR009
Policy instance 5
Insurance contract or identification numberYM012, YR009
Number of Individuals Covered1653
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,238,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 7
Insurance contract or identification numberSL 168
Number of Individuals Covered2695
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,194
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $238,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,194
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34404
Policy instance 8
Insurance contract or identification numberGA34404
Number of Individuals Covered4169
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34405
Policy instance 4
Insurance contract or identification numberGA34405
Number of Individuals Covered4169
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 2
Insurance contract or identification number069008
Number of Individuals Covered4169
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012000
Policy instance 1
Insurance contract or identification numberYM012000
Number of Individuals Covered1655
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,447,740
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 numberG3216, C4488
Policy instance 6
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered2709
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $10,331
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $206,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,331
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34406
Policy instance 3
Insurance contract or identification numberGA34406
Number of Individuals Covered4169
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34406
Policy instance 8
Insurance contract or identification numberGA34406
Number of Individuals Covered3982
Insurance policy start date2014-02-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34405
Policy instance 7
Insurance contract or identification numberGA34405
Number of Individuals Covered3982
Insurance policy start date2014-02-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA34404
Policy instance 6
Insurance contract or identification numberGA34404
Number of Individuals Covered3982
Insurance policy start date2014-02-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069008
Policy instance 5
Insurance contract or identification number069008
Number of Individuals Covered3982
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberG3216, C4488
Policy instance 4
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered2645
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $8,984
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $179,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,984
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVST AGENCY
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract number0YR009
Policy instance 2
Insurance contract or identification number0YR009
Number of Individuals Covered1596
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,884,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012
Policy instance 3
Insurance contract or identification numberYM012
Number of Individuals Covered1596
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $240,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 1
Insurance contract or identification numberSL 168
Number of Individuals Covered2635
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,162
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $188,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,162
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE CARE SERVICES
BLUE CROSS BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012000
Policy instance 9
Insurance contract or identification numberYM012000
Number of Individuals Covered1588
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,544,426
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 numberG3216, C4488
Policy instance 2
Insurance contract or identification numberG3216, C4488
Number of Individuals Covered2462
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $8,670
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $173,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,670
Insurance broker organization code?3
Insurance broker nameANDERSON INSURANCE & INVESTMENT AGE
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 1
Insurance contract or identification numberSL 168
Number of Individuals Covered2443
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,932
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $183,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,932
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE CARE SERVICES
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012
Policy instance 3
Insurance contract or identification numberYM012
Number of Individuals Covered1524
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $291,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract number0YR009
Policy instance 4
Insurance contract or identification number0YR009
Number of Individuals Covered1334
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,987,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012000
Policy instance 5
Insurance contract or identification numberYM012000
Number of Individuals Covered1408
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,900,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number101317101
Policy instance 3
Insurance contract or identification number101317101
Number of Individuals Covered3145
Insurance policy start date2011-01-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $40,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberSL 168
Policy instance 1
Insurance contract or identification numberSL 168
Number of Individuals Covered2511
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,013
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $167,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012
Policy instance 2
Insurance contract or identification numberYM012
Number of Individuals Covered1433
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $267,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract number0YR009
Policy instance 4
Insurance contract or identification number0YR009
Number of Individuals Covered1323
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,843,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number114928-71139
Policy instance 1
Insurance contract or identification number114928-71139
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 )
Policy contract numberYM012
Policy instance 5
Insurance contract or identification numberYM012
Number of Individuals Covered131
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $264,251
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MII (National Association of Insurance Commissioners NAIC id number: 61522 )
Policy contract numberSL 168
Policy instance 3
Insurance contract or identification numberSL 168
Number of Individuals Covered2530
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,035
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $135,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDICA (National Association of Insurance Commissioners NAIC id number: 12459 )
Policy contract number135943-70588
Policy instance 2
Insurance contract or identification number135943-70588
Number of Individuals Covered1240
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,862,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number101317101G
Policy instance 4
Insurance contract or identification number101317101G
Number of Individuals Covered2139
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $114,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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