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IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 401k Plan overview

Plan NameIBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND
Plan identification number 501

IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND
Employer identification number (EIN):454955344
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DANIEL COSNER, TRUSTEE JOSEPH KNECHT, JR., TRUSTEE2018-10-10
5012016-01-01DANIEL COSNER, TRUSTEE JOSEPH KNECHT, JR., TRUSTEE2017-10-12
5012015-01-01DANIEL COSNER, TRUSTEE JOSEPH KNECHT, JR., TRUSTEE2016-10-12
5012014-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT, JR., TRUSTEE2015-10-09
5012013-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT, JR., TRUSTEE2014-10-10
5012012-01-01EDWARD GANT, TRUSTEE JOSEPH KNECHT, JR., TRUSTEE2013-10-10

Plan Statistics for IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND

401k plan membership statisitcs for IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND

Measure Date Value
2022: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,379
Total number of active participants reported on line 7a of the Form 55002022-01-011,744
Number of retired or separated participants receiving benefits2022-01-01694
Total of all active and inactive participants2022-01-012,438
Number of employers contributing to the scheme2022-01-01170
2021: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,506
Total number of active participants reported on line 7a of the Form 55002021-01-011,707
Number of retired or separated participants receiving benefits2021-01-01672
Total of all active and inactive participants2021-01-012,379
Number of employers contributing to the scheme2021-01-01167
2020: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,537
Total number of active participants reported on line 7a of the Form 55002020-01-011,855
Number of retired or separated participants receiving benefits2020-01-01651
Total of all active and inactive participants2020-01-012,506
Number of employers contributing to the scheme2020-01-01184
2019: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,508
Total number of active participants reported on line 7a of the Form 55002019-01-011,910
Number of retired or separated participants receiving benefits2019-01-01627
Total of all active and inactive participants2019-01-012,537
Number of employers contributing to the scheme2019-01-01180
2018: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,467
Total number of active participants reported on line 7a of the Form 55002018-01-011,900
Number of retired or separated participants receiving benefits2018-01-01608
Total of all active and inactive participants2018-01-012,508
Number of employers contributing to the scheme2018-01-01216
2017: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,436
Total number of active participants reported on line 7a of the Form 55002017-01-011,857
Number of retired or separated participants receiving benefits2017-01-01610
Total of all active and inactive participants2017-01-012,467
Number of employers contributing to the scheme2017-01-01179
2016: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,376
Total number of active participants reported on line 7a of the Form 55002016-01-011,854
Number of retired or separated participants receiving benefits2016-01-01582
Total of all active and inactive participants2016-01-012,436
Number of employers contributing to the scheme2016-01-01226
2015: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,285
Total number of active participants reported on line 7a of the Form 55002015-01-011,815
Number of retired or separated participants receiving benefits2015-01-01561
Total of all active and inactive participants2015-01-012,376
Number of employers contributing to the scheme2015-01-01248
2014: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,366
Total number of active participants reported on line 7a of the Form 55002014-01-011,739
Number of retired or separated participants receiving benefits2014-01-01546
Total of all active and inactive participants2014-01-012,285
Number of employers contributing to the scheme2014-01-01235
2013: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,441
Total number of active participants reported on line 7a of the Form 55002013-01-011,864
Number of retired or separated participants receiving benefits2013-01-01502
Total of all active and inactive participants2013-01-012,366
Number of employers contributing to the scheme2013-01-01186
2012: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-011,951
Number of retired or separated participants receiving benefits2012-01-01490
Total of all active and inactive participants2012-01-012,441
Number of employers contributing to the scheme2012-01-01203

Financial Data on IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND

Measure Date Value
2022 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,632,982
Total unrealized appreciation/depreciation of assets2022-12-31$-1,632,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,729,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,895,718
Total income from all sources (including contributions)2022-12-31$12,105,613
Total loss/gain on sale of assets2022-12-31$267
Total of all expenses incurred2022-12-31$12,283,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,932,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,375,047
Value of total assets at end of year2022-12-31$21,041,480
Value of total assets at beginning of year2022-12-31$19,386,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$350,913
Total interest from all sources2022-12-31$355,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$56,875
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,251,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$254,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$55,239
Other income not declared elsewhere2022-12-31$7,764
Administrative expenses (other) incurred2022-12-31$18,894
Liabilities. Value of operating payables at end of year2022-12-31$3,594,099
Liabilities. Value of operating payables at beginning of year2022-12-31$1,771,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-178,218
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,312,381
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,490,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,362
Interest earned on other investments2022-12-31$137,146
Income. Interest from US Government securities2022-12-31$126,573
Income. Interest from corporate debt instruments2022-12-31$91,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,135,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,564,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,564,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,464,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,933,463
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,507,936
Asset value of US Government securities at end of year2022-12-31$4,983,399
Asset value of US Government securities at beginning of year2022-12-31$5,057,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,123,927
Employer contributions (assets) at end of year2022-12-31$1,113,831
Employer contributions (assets) at beginning of year2022-12-31$794,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,424,982
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$4,090,333
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,981,606
Contract administrator fees2022-12-31$260,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$135,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$124,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,367,147
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,366,880
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2022-12-31223163246
2021 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-580,440
Total unrealized appreciation/depreciation of assets2021-12-31$-580,440
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,895,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,722,256
Total income from all sources (including contributions)2021-12-31$10,150,304
Total loss/gain on sale of assets2021-12-31$35,437
Total of all expenses incurred2021-12-31$11,187,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,841,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,302,111
Value of total assets at end of year2021-12-31$19,386,317
Value of total assets at beginning of year2021-12-31$20,250,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$345,751
Total interest from all sources2021-12-31$382,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$64,376
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$55,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$55,471
Other income not declared elsewhere2021-12-31$11,111
Administrative expenses (other) incurred2021-12-31$15,785
Liabilities. Value of operating payables at end of year2021-12-31$1,771,718
Liabilities. Value of operating payables at beginning of year2021-12-31$1,601,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,037,182
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,490,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,527,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,245
Interest earned on other investments2021-12-31$159,838
Income. Interest from US Government securities2021-12-31$128,953
Income. Interest from corporate debt instruments2021-12-31$93,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,564,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,297,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,297,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,933,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,868,519
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,259,150
Asset value of US Government securities at end of year2021-12-31$5,057,583
Asset value of US Government securities at beginning of year2021-12-31$5,848,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,302,111
Employer contributions (assets) at end of year2021-12-31$794,152
Employer contributions (assets) at beginning of year2021-12-31$924,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,582,585
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$4,981,606
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,255,737
Contract administrator fees2021-12-31$250,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$124,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$121,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$3,040,592
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,005,155
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2021-12-31223163246
2020 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$340,828
Total unrealized appreciation/depreciation of assets2020-12-31$340,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,722,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$461,141
Total income from all sources (including contributions)2020-12-31$12,513,679
Total loss/gain on sale of assets2020-12-31$191,940
Total of all expenses incurred2020-12-31$10,814,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,488,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,322,809
Value of total assets at end of year2020-12-31$20,250,037
Value of total assets at beginning of year2020-12-31$17,289,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$326,028
Total interest from all sources2020-12-31$366,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$67,543
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$55,471
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$54,851
Other income not declared elsewhere2020-12-31$291,361
Administrative expenses (other) incurred2020-12-31$11,635
Liabilities. Value of operating payables at end of year2020-12-31$1,601,256
Liabilities. Value of operating payables at beginning of year2020-12-31$347,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,699,598
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,527,781
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,828,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,799
Interest earned on other investments2020-12-31$149,963
Income. Interest from US Government securities2020-12-31$125,198
Income. Interest from corporate debt instruments2020-12-31$91,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,297,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,709,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,709,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,868,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,499,695
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,061,745
Asset value of US Government securities at end of year2020-12-31$5,848,294
Asset value of US Government securities at beginning of year2020-12-31$4,329,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,322,809
Employer contributions (assets) at end of year2020-12-31$924,349
Employer contributions (assets) at beginning of year2020-12-31$818,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,426,308
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,255,737
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,877,064
Contract administrator fees2020-12-31$234,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$121,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$113,500
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,652,821
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,460,881
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2020-12-31223163246
2019 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$655,071
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$655,071
Total unrealized appreciation/depreciation of assets2019-12-31$655,071
Total unrealized appreciation/depreciation of assets2019-12-31$655,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$461,141
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$461,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$796,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$796,621
Total income from all sources (including contributions)2019-12-31$11,489,692
Total loss/gain on sale of assets2019-12-31$-71,580
Total loss/gain on sale of assets2019-12-31$-71,580
Total of all expenses incurred2019-12-31$9,197,843
Total of all expenses incurred2019-12-31$9,197,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,967,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,967,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,345,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,345,619
Value of total assets at end of year2019-12-31$17,289,324
Value of total assets at end of year2019-12-31$17,289,324
Value of total assets at beginning of year2019-12-31$15,332,955
Value of total assets at beginning of year2019-12-31$15,332,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,605
Total interest from all sources2019-12-31$327,068
Total interest from all sources2019-12-31$327,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$64,655
Administrative expenses professional fees incurred2019-12-31$64,655
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$54,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$40,851
Other income not declared elsewhere2019-12-31$233,514
Other income not declared elsewhere2019-12-31$233,514
Administrative expenses (other) incurred2019-12-31$24,338
Administrative expenses (other) incurred2019-12-31$24,338
Liabilities. Value of operating payables at end of year2019-12-31$347,641
Liabilities. Value of operating payables at beginning of year2019-12-31$684,621
Liabilities. Value of operating payables at beginning of year2019-12-31$684,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,291,849
Value of net income/loss2019-12-31$2,291,849
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,828,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,828,183
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,536,334
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,536,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,042
Investment advisory and management fees2019-12-31$10,042
Interest earned on other investments2019-12-31$129,633
Interest earned on other investments2019-12-31$129,633
Income. Interest from US Government securities2019-12-31$103,337
Income. Interest from US Government securities2019-12-31$103,337
Income. Interest from corporate debt instruments2019-12-31$92,543
Income. Interest from corporate debt instruments2019-12-31$92,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,709,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,709,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,108,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,108,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,108,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,108,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,499,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,499,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,020,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,020,584
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,972,548
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,972,548
Asset value of US Government securities at end of year2019-12-31$4,329,242
Asset value of US Government securities at end of year2019-12-31$4,329,242
Asset value of US Government securities at beginning of year2019-12-31$3,057,343
Asset value of US Government securities at beginning of year2019-12-31$3,057,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,345,619
Contributions received in cash from employer2019-12-31$10,345,619
Employer contributions (assets) at end of year2019-12-31$818,823
Employer contributions (assets) at end of year2019-12-31$818,823
Employer contributions (assets) at beginning of year2019-12-31$943,831
Employer contributions (assets) at beginning of year2019-12-31$943,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,994,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,994,690
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,877,064
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,877,064
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,161,696
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,161,696
Contract administrator fees2019-12-31$131,570
Contract administrator fees2019-12-31$131,570
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$113,500
Liabilities. Value of benefit claims payable at end of year2019-12-31$113,500
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$112,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$112,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,291,343
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,362,923
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,362,923
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm name2019-12-31GERSON & ASSOC CPAS AND ADVISORS PC
Accountancy firm EIN2019-12-31223163246
Accountancy firm EIN2019-12-31223163246
2018 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-257,752
Total unrealized appreciation/depreciation of assets2018-12-31$-257,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$796,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$139,080
Total income from all sources (including contributions)2018-12-31$9,931,175
Total loss/gain on sale of assets2018-12-31$-52,328
Total of all expenses incurred2018-12-31$10,694,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,498,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,951,927
Value of total assets at end of year2018-12-31$15,332,955
Value of total assets at beginning of year2018-12-31$15,439,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$196,216
Total interest from all sources2018-12-31$282,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$81,909
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$40,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$37,123
Other income not declared elsewhere2018-12-31$6,563
Administrative expenses (other) incurred2018-12-31$8,742
Liabilities. Value of operating payables at end of year2018-12-31$684,621
Liabilities. Value of operating payables at beginning of year2018-12-31$83,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-763,756
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,536,334
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,300,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$9,419
Interest earned on other investments2018-12-31$119,555
Income. Interest from US Government securities2018-12-31$80,236
Income. Interest from corporate debt instruments2018-12-31$82,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,108,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,406,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,406,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,020,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,086,562
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,913,101
Asset value of US Government securities at end of year2018-12-31$3,057,343
Asset value of US Government securities at beginning of year2018-12-31$3,006,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,951,927
Employer contributions (assets) at end of year2018-12-31$943,831
Employer contributions (assets) at beginning of year2018-12-31$699,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,585,614
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,161,696
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,203,361
Contract administrator fees2018-12-31$96,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$112,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$56,000
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$997,677
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,050,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GERSON & ASSOC. CPAS AND ADVISORS,
Accountancy firm EIN2018-12-31223163246
2017 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$79,487
Total unrealized appreciation/depreciation of assets2017-12-31$79,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$139,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$115,714
Total income from all sources (including contributions)2017-12-31$6,599,897
Total loss/gain on sale of assets2017-12-31$-21,781
Total of all expenses incurred2017-12-31$5,203,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,059,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,284,315
Value of total assets at end of year2017-12-31$15,439,170
Value of total assets at beginning of year2017-12-31$14,019,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$144,010
Total interest from all sources2017-12-31$257,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$67,582
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$37,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32,052
Administrative expenses (other) incurred2017-12-31$12,622
Liabilities. Value of operating payables at end of year2017-12-31$83,080
Liabilities. Value of operating payables at beginning of year2017-12-31$64,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,396,490
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,300,090
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,903,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,341
Interest earned on other investments2017-12-31$117,219
Income. Interest from US Government securities2017-12-31$63,366
Income. Interest from corporate debt instruments2017-12-31$77,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,406,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,505,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,505,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,086,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,886,325
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,156,743
Asset value of US Government securities at end of year2017-12-31$3,006,498
Asset value of US Government securities at beginning of year2017-12-31$1,581,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,284,315
Employer contributions (assets) at end of year2017-12-31$699,327
Employer contributions (assets) at beginning of year2017-12-31$561,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,902,654
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,203,361
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,452,294
Contract administrator fees2017-12-31$61,465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$56,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$51,300
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$521,194
Aggregate carrying amount (costs) on sale of assets2017-12-31$542,975
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31D A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2017-12-31223163246
2016 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$142,598
Total unrealized appreciation/depreciation of assets2016-12-31$142,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,000
Total income from all sources (including contributions)2016-12-31$6,133,388
Total loss/gain on sale of assets2016-12-31$-124,629
Total of all expenses incurred2016-12-31$4,959,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,839,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,817,698
Value of total assets at end of year2016-12-31$14,019,314
Value of total assets at beginning of year2016-12-31$12,836,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,961
Total interest from all sources2016-12-31$294,607
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$35,688
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$32,052
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$66,681
Administrative expenses (other) incurred2016-12-31$10,958
Liabilities. Value of operating payables at end of year2016-12-31$64,414
Liabilities. Value of operating payables at beginning of year2016-12-31$56,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,174,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,954,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,780,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,544
Interest earned on other investments2016-12-31$46,894
Income. Interest from US Government securities2016-12-31$59,051
Income. Interest from corporate debt instruments2016-12-31$188,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,505,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,368,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,368,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,886,325
Asset value of US Government securities at end of year2016-12-31$1,581,574
Asset value of US Government securities at beginning of year2016-12-31$2,853,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,817,698
Employer contributions (assets) at end of year2016-12-31$561,504
Employer contributions (assets) at beginning of year2016-12-31$436,831
Income. Dividends from common stock2016-12-31$3,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,839,393
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,452,294
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,725,051
Contract administrator fees2016-12-31$56,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$361,324
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,123,386
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,248,015
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2016-12-31223163246
2015 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-215,172
Total unrealized appreciation/depreciation of assets2015-12-31$-215,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,226
Total income from all sources (including contributions)2015-12-31$5,564,221
Total loss/gain on sale of assets2015-12-31$-32,005
Total of all expenses incurred2015-12-31$3,986,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,893,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,518,022
Value of total assets at end of year2015-12-31$12,836,866
Value of total assets at beginning of year2015-12-31$11,247,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$93,076
Total interest from all sources2015-12-31$275,818
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$911
Administrative expenses professional fees incurred2015-12-31$12,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$66,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$177,112
Administrative expenses (other) incurred2015-12-31$10,811
Liabilities. Value of operating payables at end of year2015-12-31$56,000
Liabilities. Value of operating payables at beginning of year2015-12-31$44,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,577,675
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,780,866
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,203,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,237
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$25,544
Income. Interest from US Government securities2015-12-31$81,620
Income. Interest from corporate debt instruments2015-12-31$174,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,368,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,141,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,141,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19,453
Asset value of US Government securities at end of year2015-12-31$2,853,139
Asset value of US Government securities at beginning of year2015-12-31$3,107,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,518,022
Employer contributions (assets) at end of year2015-12-31$436,831
Employer contributions (assets) at beginning of year2015-12-31$421,577
Income. Dividends from common stock2015-12-31$16,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,893,470
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,725,051
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,887,285
Contract administrator fees2015-12-31$55,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$361,324
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$486,554
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,418,044
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,450,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DAVID A GERSON,CPA & ASSOC., PC
Accountancy firm EIN2015-12-31223163246
2014 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$138,758
Total unrealized appreciation/depreciation of assets2014-12-31$138,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$44,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$101,850
Total income from all sources (including contributions)2014-12-31$4,645,938
Total loss/gain on sale of assets2014-12-31$-1,537
Total of all expenses incurred2014-12-31$2,161,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,129,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,327,808
Value of total assets at end of year2014-12-31$11,247,417
Value of total assets at beginning of year2014-12-31$8,821,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,865
Total interest from all sources2014-12-31$159,319
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5
Administrative expenses professional fees incurred2014-12-31$10,350
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$177,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$33,294
Administrative expenses (other) incurred2014-12-31$5,563
Liabilities. Value of operating payables at end of year2014-12-31$44,226
Liabilities. Value of operating payables at beginning of year2014-12-31$101,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,483,984
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,203,191
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,719,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$25,544
Income. Interest from US Government securities2014-12-31$49,426
Income. Interest from corporate debt instruments2014-12-31$99,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,141,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,066,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,066,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,268
Asset value of US Government securities at end of year2014-12-31$3,107,568
Asset value of US Government securities at beginning of year2014-12-31$1,899,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,327,808
Employer contributions (assets) at end of year2014-12-31$421,577
Employer contributions (assets) at beginning of year2014-12-31$473,703
Income. Dividends from common stock2014-12-31$21,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,129,089
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,887,285
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,347,975
Contract administrator fees2014-12-31$12,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$486,554
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$665,415
Aggregate carrying amount (costs) on sale of assets2014-12-31$666,952
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2014-12-31223163246
2013 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-262,363
Total unrealized appreciation/depreciation of assets2013-12-31$-262,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$101,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,000
Total income from all sources (including contributions)2013-12-31$4,112,033
Total loss/gain on sale of assets2013-12-31$-11,266
Total of all expenses incurred2013-12-31$1,136,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,115,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,243,331
Value of total assets at end of year2013-12-31$8,821,057
Value of total assets at beginning of year2013-12-31$5,749,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,972
Total interest from all sources2013-12-31$142,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$33,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,365
Administrative expenses (other) incurred2013-12-31$972
Liabilities. Value of operating payables at end of year2013-12-31$101,850
Liabilities. Value of operating payables at beginning of year2013-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,975,561
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,719,207
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,743,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Income. Interest from US Government securities2013-12-31$44,122
Income. Interest from corporate debt instruments2013-12-31$76,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,066,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,235,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,235,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21,350
Asset value of US Government securities at end of year2013-12-31$1,899,185
Asset value of US Government securities at beginning of year2013-12-31$1,645,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,243,331
Employer contributions (assets) at end of year2013-12-31$473,703
Employer contributions (assets) at beginning of year2013-12-31$339,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,115,500
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,347,975
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,516,846
Contract administrator fees2013-12-31$12,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$200,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$211,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2013-12-31223163246
2012 : IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-35,068
Total unrealized appreciation/depreciation of assets2012-12-31$-35,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,000
Total income from all sources (including contributions)2012-12-31$5,751,765
Total of all expenses incurred2012-12-31$8,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,782,886
Value of total assets at end of year2012-12-31$5,749,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,119
Total interest from all sources2012-12-31$3,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$8,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,365
Administrative expenses (other) incurred2012-12-31$119
Liabilities. Value of operating payables at end of year2012-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,743,646
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,743,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Income. Interest from US Government securities2012-12-31$10,785
Income. Interest from corporate debt instruments2012-12-31$-7,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,235,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$450
Asset value of US Government securities at end of year2012-12-31$1,645,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,782,886
Employer contributions (assets) at end of year2012-12-31$339,763
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,516,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DAVID A GERSON, CPA & ASSOC. PC
Accountancy firm EIN2012-12-31223163246

Form 5500 Responses for IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND

2022: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION NO 351 WELFARE AND SUPPLEMENTAL FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number069029
Policy instance 1
Insurance contract or identification number069029
Number of Individuals Covered2438
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
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 number069029
Policy instance 1
Insurance contract or identification number069029
Number of Individuals Covered2379
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number069029
Policy instance 1
Insurance contract or identification number069029
Number of Individuals Covered2506
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number069029
Policy instance 1
Insurance contract or identification number069029
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number069029
Policy instance 1
Insurance contract or identification number069029
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number069029
Policy instance 1
Insurance contract or identification number069029
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
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

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