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ELECTRICAL WELFARE TRUST FUND 401k Plan overview

Plan NameELECTRICAL WELFARE TRUST FUND
Plan identification number 501

ELECTRICAL WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES FOR THE ELECTRICAL WELFARE TRUST FUND
Employer identification number (EIN):526038507
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRICAL WELFARE TRUST 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
5012019-01-01
5012018-01-01
5012017-01-01PETER KLEIN
5012016-01-01PETER KLEIN
5012015-01-01PETER KLEIN
5012014-01-01PETER KLEIN
5012013-01-01PETER KLEIN
5012012-01-01PETER KLEIN
5012011-01-01PETER KLEIN
5012009-01-01DAVID HIMES

Plan Statistics for ELECTRICAL WELFARE TRUST FUND

401k plan membership statisitcs for ELECTRICAL WELFARE TRUST FUND

Measure Date Value
2022: ELECTRICAL WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0111,791
Total number of active participants reported on line 7a of the Form 55002022-01-0110,476
Number of retired or separated participants receiving benefits2022-01-011,867
Total of all active and inactive participants2022-01-0112,343
Total participants2022-01-0112,343
Number of employers contributing to the scheme2022-01-01203
2021: ELECTRICAL WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0111,118
Total number of active participants reported on line 7a of the Form 55002021-01-0110,010
Number of retired or separated participants receiving benefits2021-01-011,781
Total of all active and inactive participants2021-01-0111,791
Total participants2021-01-0111,791
Number of employers contributing to the scheme2021-01-01192
2020: ELECTRICAL WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0111,283
Total number of active participants reported on line 7a of the Form 55002020-01-019,394
Number of retired or separated participants receiving benefits2020-01-011,724
Total of all active and inactive participants2020-01-0111,118
Total participants2020-01-0111,118
Number of employers contributing to the scheme2020-01-01181
2019: ELECTRICAL WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0110,481
Total number of active participants reported on line 7a of the Form 55002019-01-019,575
Number of retired or separated participants receiving benefits2019-01-011,708
Total of all active and inactive participants2019-01-0111,283
Total participants2019-01-0111,283
Number of employers contributing to the scheme2019-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01303
2018: ELECTRICAL WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0110,104
Total number of active participants reported on line 7a of the Form 55002018-01-018,898
Number of retired or separated participants receiving benefits2018-01-011,297
Total of all active and inactive participants2018-01-0110,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01286
Total participants2018-01-0110,481
Number of employers contributing to the scheme2018-01-01209
2017: ELECTRICAL WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-019,031
Total number of active participants reported on line 7a of the Form 55002017-01-018,622
Number of retired or separated participants receiving benefits2017-01-011,214
Total of all active and inactive participants2017-01-019,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01268
Total participants2017-01-0110,104
Number of employers contributing to the scheme2017-01-01212
2016: ELECTRICAL WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-018,549
Total number of active participants reported on line 7a of the Form 55002016-01-017,610
Number of retired or separated participants receiving benefits2016-01-011,171
Total of all active and inactive participants2016-01-018,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01250
Total participants2016-01-019,031
Number of employers contributing to the scheme2016-01-01216
2015: ELECTRICAL WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-018,529
Total number of active participants reported on line 7a of the Form 55002015-01-017,234
Number of retired or separated participants receiving benefits2015-01-011,070
Total of all active and inactive participants2015-01-018,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01245
Total participants2015-01-018,549
Number of employers contributing to the scheme2015-01-01208
2014: ELECTRICAL WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-018,334
Total number of active participants reported on line 7a of the Form 55002014-01-017,254
Number of retired or separated participants receiving benefits2014-01-011,036
Total of all active and inactive participants2014-01-018,290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01239
Total participants2014-01-018,529
Number of employers contributing to the scheme2014-01-01209
2013: ELECTRICAL WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-018,149
Total number of active participants reported on line 7a of the Form 55002013-01-017,106
Number of retired or separated participants receiving benefits2013-01-01996
Total of all active and inactive participants2013-01-018,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01232
Total participants2013-01-018,334
Number of employers contributing to the scheme2013-01-01207
2012: ELECTRICAL WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-018,002
Total number of active participants reported on line 7a of the Form 55002012-01-016,984
Number of retired or separated participants receiving benefits2012-01-01939
Total of all active and inactive participants2012-01-017,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01226
Total participants2012-01-018,149
Number of employers contributing to the scheme2012-01-01194
2011: ELECTRICAL WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-018,216
Total number of active participants reported on line 7a of the Form 55002011-01-016,893
Number of retired or separated participants receiving benefits2011-01-01895
Total of all active and inactive participants2011-01-017,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01214
Total participants2011-01-018,002
Number of employers contributing to the scheme2011-01-01203
2009: ELECTRICAL WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-019,162
Total number of active participants reported on line 7a of the Form 55002009-01-017,958
Number of retired or separated participants receiving benefits2009-01-01766
Total of all active and inactive participants2009-01-018,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01197
Total participants2009-01-018,921

Financial Data on ELECTRICAL WELFARE TRUST FUND

Measure Date Value
2022 : ELECTRICAL WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-20,238,607
Total unrealized appreciation/depreciation of assets2022-12-31$-20,238,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,202,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,283,481
Total income from all sources (including contributions)2022-12-31$143,671,392
Total loss/gain on sale of assets2022-12-31$480,873
Total of all expenses incurred2022-12-31$133,800,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$126,207,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$155,653,177
Value of total assets at end of year2022-12-31$265,625,786
Value of total assets at beginning of year2022-12-31$253,835,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,593,537
Total interest from all sources2022-12-31$6,497,980
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,164,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$783,930
Administrative expenses professional fees incurred2022-12-31$532,133
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,995,296
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,395,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,076,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,124,911
Other income not declared elsewhere2022-12-31$113,020
Administrative expenses (other) incurred2022-12-31$6,541,097
Liabilities. Value of operating payables at end of year2022-12-31$993,672
Liabilities. Value of operating payables at beginning of year2022-12-31$787,843
Total non interest bearing cash at end of year2022-12-31$21,402,621
Total non interest bearing cash at beginning of year2022-12-31$11,237,560
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$9,870,484
Value of net assets at end of year (total assets less liabilities)2022-12-31$239,422,803
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$229,552,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$49,357,651
Assets. partnership/joint venture interests at beginning of year2022-12-31$45,414,860
Investment advisory and management fees2022-12-31$520,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,891,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,024,702
Interest earned on other investments2022-12-31$1,809,359
Income. Interest from US Government securities2022-12-31$4,521,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,560,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,745,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,745,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$167,619
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$78,434
Asset value of US Government securities at end of year2022-12-31$11,830,736
Asset value of US Government securities at beginning of year2022-12-31$11,304,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$151,657,881
Employer contributions (assets) at end of year2022-12-31$15,722,561
Employer contributions (assets) at beginning of year2022-12-31$16,016,250
Income. Dividends from common stock2022-12-31$381,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$126,128,937
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$94,605,655
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$96,632,101
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$24,655,425
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$19,274,026
Liabilities. Value of benefit claims payable at end of year2022-12-31$23,084,400
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$23,495,638
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,188,595
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$94,551
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$73,682,271
Aggregate carrying amount (costs) on sale of assets2022-12-31$73,201,398
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2022-12-31520961657
2021 : ELECTRICAL WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,900,207
Total unrealized appreciation/depreciation of assets2021-12-31$2,900,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,283,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,646,553
Total income from all sources (including contributions)2021-12-31$159,807,231
Total loss/gain on sale of assets2021-12-31$2,849,679
Total of all expenses incurred2021-12-31$140,951,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$134,369,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$147,253,427
Value of total assets at end of year2021-12-31$253,835,800
Value of total assets at beginning of year2021-12-31$231,343,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,582,386
Total interest from all sources2021-12-31$5,532,255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,125,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$734,255
Administrative expenses professional fees incurred2021-12-31$351,478
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,927,938
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,076,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,953,106
Other income not declared elsewhere2021-12-31$145,722
Administrative expenses (other) incurred2021-12-31$5,718,641
Liabilities. Value of operating payables at end of year2021-12-31$787,843
Liabilities. Value of operating payables at beginning of year2021-12-31$786,685
Total non interest bearing cash at end of year2021-12-31$11,237,560
Total non interest bearing cash at beginning of year2021-12-31$-2,994,622
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$18,855,358
Value of net assets at end of year (total assets less liabilities)2021-12-31$229,552,319
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$210,696,961
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
Assets. partnership/joint venture interests at end of year2021-12-31$45,414,860
Assets. partnership/joint venture interests at beginning of year2021-12-31$38,807,389
Investment advisory and management fees2021-12-31$512,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,024,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,850,401
Interest earned on other investments2021-12-31$1,544,885
Income. Interest from US Government securities2021-12-31$3,939,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,745,730
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,422,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,422,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$48,073
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$74,295
Asset value of US Government securities at end of year2021-12-31$11,304,593
Asset value of US Government securities at beginning of year2021-12-31$9,976,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$143,325,489
Employer contributions (assets) at end of year2021-12-31$16,016,250
Employer contributions (assets) at beginning of year2021-12-31$16,189,838
Income. Dividends from common stock2021-12-31$391,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$134,295,192
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$96,632,101
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$81,502,560
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$19,274,026
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$14,520,531
Liabilities. Value of benefit claims payable at end of year2021-12-31$23,495,638
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$19,859,868
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$94,551
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$101,607
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$128,788,898
Aggregate carrying amount (costs) on sale of assets2021-12-31$125,939,219
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2021-12-31520961657
2020 : ELECTRICAL WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,185,433
Total unrealized appreciation/depreciation of assets2020-12-31$5,185,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,646,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,502,681
Total income from all sources (including contributions)2020-12-31$143,867,671
Total loss/gain on sale of assets2020-12-31$-204,654
Total of all expenses incurred2020-12-31$118,154,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$111,961,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$132,925,475
Value of total assets at end of year2020-12-31$231,343,514
Value of total assets at beginning of year2020-12-31$203,486,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,192,893
Total interest from all sources2020-12-31$4,745,888
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,181,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$780,876
Administrative expenses professional fees incurred2020-12-31$442,704
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,740,361
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,953,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,205,543
Other income not declared elsewhere2020-12-31$34,486
Administrative expenses (other) incurred2020-12-31$5,342,589
Liabilities. Value of operating payables at end of year2020-12-31$786,685
Liabilities. Value of operating payables at beginning of year2020-12-31$701,226
Total non interest bearing cash at end of year2020-12-31$-2,994,622
Total non interest bearing cash at beginning of year2020-12-31$-930,977
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$25,713,320
Value of net assets at end of year (total assets less liabilities)2020-12-31$210,696,961
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$184,983,641
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
Assets. partnership/joint venture interests at end of year2020-12-31$38,807,389
Assets. partnership/joint venture interests at beginning of year2020-12-31$34,532,244
Investment advisory and management fees2020-12-31$407,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,850,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,563,039
Interest earned on other investments2020-12-31$1,203,709
Income. Interest from US Government securities2020-12-31$3,495,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,422,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$28,278,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$28,278,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$46,322
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$67,733
Asset value of US Government securities at end of year2020-12-31$9,976,105
Asset value of US Government securities at beginning of year2020-12-31$15,239,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$129,185,114
Employer contributions (assets) at end of year2020-12-31$16,189,838
Employer contributions (assets) at beginning of year2020-12-31$15,439,170
Income. Dividends from common stock2020-12-31$400,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$111,893,725
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$81,502,560
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$63,855,163
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$14,520,531
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$18,155,410
Liabilities. Value of benefit claims payable at end of year2020-12-31$19,859,868
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$17,801,455
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$101,607
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$133,677
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$179,837,634
Aggregate carrying amount (costs) on sale of assets2020-12-31$180,042,288
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2020-12-31520961657
2019 : ELECTRICAL WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,716,659
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,716,659
Total unrealized appreciation/depreciation of assets2019-12-31$7,716,659
Total unrealized appreciation/depreciation of assets2019-12-31$7,716,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,502,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,502,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,415,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,415,128
Total income from all sources (including contributions)2019-12-31$152,786,391
Total income from all sources (including contributions)2019-12-31$152,786,391
Total loss/gain on sale of assets2019-12-31$23,750
Total loss/gain on sale of assets2019-12-31$23,750
Total of all expenses incurred2019-12-31$114,351,308
Total of all expenses incurred2019-12-31$114,351,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$108,079,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$108,079,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$139,136,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$139,136,335
Value of total assets at end of year2019-12-31$203,486,322
Value of total assets at beginning of year2019-12-31$160,963,686
Value of total assets at beginning of year2019-12-31$160,963,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,272,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,272,121
Total interest from all sources2019-12-31$4,888,945
Total interest from all sources2019-12-31$4,888,945
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$971,796
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$971,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$684,535
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$684,535
Administrative expenses professional fees incurred2019-12-31$539,196
Administrative expenses professional fees incurred2019-12-31$539,196
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,490,327
Contributions received from participants2019-12-31$3,490,327
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,536
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,205,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,205,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,600,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,600,827
Other income not declared elsewhere2019-12-31$48,906
Other income not declared elsewhere2019-12-31$48,906
Administrative expenses (other) incurred2019-12-31$5,373,162
Administrative expenses (other) incurred2019-12-31$5,373,162
Liabilities. Value of operating payables at end of year2019-12-31$701,226
Liabilities. Value of operating payables at beginning of year2019-12-31$453,261
Liabilities. Value of operating payables at beginning of year2019-12-31$453,261
Total non interest bearing cash at end of year2019-12-31$-930,977
Total non interest bearing cash at end of year2019-12-31$-930,977
Total non interest bearing cash at beginning of year2019-12-31$-1,652,297
Total non interest bearing cash at beginning of year2019-12-31$-1,652,297
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$38,435,083
Value of net income/loss2019-12-31$38,435,083
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,983,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$146,548,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$146,548,558
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
Assets. partnership/joint venture interests at end of year2019-12-31$34,532,244
Assets. partnership/joint venture interests at beginning of year2019-12-31$26,297,556
Assets. partnership/joint venture interests at beginning of year2019-12-31$26,297,556
Investment advisory and management fees2019-12-31$359,763
Investment advisory and management fees2019-12-31$359,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,563,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,563,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,284,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,284,342
Income. Interest from US Government securities2019-12-31$3,159,928
Income. Interest from US Government securities2019-12-31$3,159,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$28,278,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$28,278,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,819,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,819,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$21,819,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$21,819,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,729,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,729,017
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$73,480
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$73,480
Asset value of US Government securities at end of year2019-12-31$15,239,597
Asset value of US Government securities at end of year2019-12-31$15,239,597
Asset value of US Government securities at beginning of year2019-12-31$12,760,278
Asset value of US Government securities at beginning of year2019-12-31$12,760,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$135,646,008
Contributions received in cash from employer2019-12-31$135,646,008
Employer contributions (assets) at end of year2019-12-31$15,439,170
Employer contributions (assets) at end of year2019-12-31$15,439,170
Employer contributions (assets) at beginning of year2019-12-31$14,854,667
Employer contributions (assets) at beginning of year2019-12-31$14,854,667
Income. Dividends from common stock2019-12-31$287,261
Income. Dividends from common stock2019-12-31$287,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$108,005,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$108,005,707
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$63,855,163
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$63,855,163
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$51,412,367
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$51,412,367
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$18,155,410
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$18,155,410
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$12,433,439
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$12,433,439
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,801,455
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,801,455
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$13,961,867
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$13,961,867
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$133,677
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$133,677
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$138,425
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$138,425
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
Aggregate proceeds on sale of assets2019-12-31$107,269,944
Aggregate proceeds on sale of assets2019-12-31$107,269,944
Aggregate carrying amount (costs) on sale of assets2019-12-31$107,246,194
Aggregate carrying amount (costs) on sale of assets2019-12-31$107,246,194
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SARFINO AND RHOADES, LLP
Accountancy firm name2019-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2019-12-31520961657
2018 : ELECTRICAL WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,513,547
Total unrealized appreciation/depreciation of assets2018-12-31$-2,513,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$14,415,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,956,472
Total income from all sources (including contributions)2018-12-31$127,063,748
Total loss/gain on sale of assets2018-12-31$-1,548,891
Total of all expenses incurred2018-12-31$105,452,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$99,575,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$126,728,460
Value of total assets at end of year2018-12-31$160,963,686
Value of total assets at beginning of year2018-12-31$141,893,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,876,753
Total interest from all sources2018-12-31$3,621,336
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$75,683
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$435,685
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,317,152
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,600,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,358,813
Other income not declared elsewhere2018-12-31$24,027
Administrative expenses (other) incurred2018-12-31$5,199,456
Liabilities. Value of operating payables at end of year2018-12-31$453,261
Liabilities. Value of operating payables at beginning of year2018-12-31$656,015
Total non interest bearing cash at end of year2018-12-31$-1,652,297
Total non interest bearing cash at beginning of year2018-12-31$-61,741
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$21,611,428
Value of net assets at end of year (total assets less liabilities)2018-12-31$146,548,558
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$124,937,130
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
Assets. partnership/joint venture interests at end of year2018-12-31$26,297,556
Assets. partnership/joint venture interests at beginning of year2018-12-31$16,605,406
Investment advisory and management fees2018-12-31$241,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,284,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,796,050
Income. Interest from US Government securities2018-12-31$2,732,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$21,819,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$20,291,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$20,291,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$889,150
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$65,997
Asset value of US Government securities at end of year2018-12-31$12,760,278
Asset value of US Government securities at beginning of year2018-12-31$14,184,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$676,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$123,411,308
Employer contributions (assets) at end of year2018-12-31$14,854,667
Employer contributions (assets) at beginning of year2018-12-31$15,030,615
Income. Dividends from common stock2018-12-31$75,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$99,509,570
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$51,412,367
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$47,529,440
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$12,433,439
Liabilities. Value of benefit claims payable at end of year2018-12-31$13,961,867
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$16,300,457
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$138,425
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$145,156
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$117,898,563
Aggregate carrying amount (costs) on sale of assets2018-12-31$119,447,454
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 name2018-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2018-12-31520961657
2017 : ELECTRICAL WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$856,975
Total unrealized appreciation/depreciation of assets2017-12-31$856,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,956,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,162,582
Total income from all sources (including contributions)2017-12-31$122,595,077
Total loss/gain on sale of assets2017-12-31$-279,365
Total of all expenses incurred2017-12-31$98,098,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$92,580,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$118,923,766
Value of total assets at end of year2017-12-31$141,893,602
Value of total assets at beginning of year2017-12-31$115,602,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,517,421
Total interest from all sources2017-12-31$2,349,587
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$423,820
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,008,940
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,358,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,182,604
Other income not declared elsewhere2017-12-31$29,933
Administrative expenses (other) incurred2017-12-31$4,905,435
Liabilities. Value of operating payables at end of year2017-12-31$656,015
Liabilities. Value of operating payables at beginning of year2017-12-31$609,322
Total non interest bearing cash at end of year2017-12-31$-61,741
Total non interest bearing cash at beginning of year2017-12-31$-502,909
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$24,496,845
Value of net assets at end of year (total assets less liabilities)2017-12-31$124,937,130
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$100,440,285
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
Assets. partnership/joint venture interests at end of year2017-12-31$16,605,406
Assets. partnership/joint venture interests at beginning of year2017-12-31$9,404,140
Investment advisory and management fees2017-12-31$188,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$26,796,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,973,819
Income. Interest from US Government securities2017-12-31$2,088,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$20,291,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17,451,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17,451,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$261,110
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$65,700
Asset value of US Government securities at end of year2017-12-31$14,184,167
Asset value of US Government securities at beginning of year2017-12-31$11,895,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$714,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$115,914,826
Employer contributions (assets) at end of year2017-12-31$15,030,615
Employer contributions (assets) at beginning of year2017-12-31$11,947,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$92,515,111
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$47,529,440
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$38,060,916
Liabilities. Value of benefit claims payable at end of year2017-12-31$16,300,457
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$14,553,260
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$145,156
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$175,251
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$81,550,264
Aggregate carrying amount (costs) on sale of assets2017-12-31$81,829,629
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2017-12-31520961657
2016 : ELECTRICAL WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,539,359
Total unrealized appreciation/depreciation of assets2016-12-31$-2,539,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,162,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,603,005
Total income from all sources (including contributions)2016-12-31$100,963,533
Total loss/gain on sale of assets2016-12-31$4,147,332
Total of all expenses incurred2016-12-31$87,916,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$82,406,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$96,763,909
Value of total assets at end of year2016-12-31$115,602,867
Value of total assets at beginning of year2016-12-31$102,996,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,510,378
Total interest from all sources2016-12-31$1,746,369
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$58,722
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$448,479
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$2,256,483
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,219,255
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$124,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,182,604
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$819,708
Other income not declared elsewhere2016-12-31$54,119
Administrative expenses (other) incurred2016-12-31$4,871,096
Liabilities. Value of operating payables at end of year2016-12-31$609,322
Liabilities. Value of operating payables at beginning of year2016-12-31$407,085
Total non interest bearing cash at end of year2016-12-31$-502,909
Total non interest bearing cash at beginning of year2016-12-31$-675,134
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$13,046,875
Value of net assets at end of year (total assets less liabilities)2016-12-31$100,440,285
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,393,410
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
Assets. partnership/joint venture interests at end of year2016-12-31$9,404,140
Investment advisory and management fees2016-12-31$190,803
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,973,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,353,106
Income. Interest from US Government securities2016-12-31$1,566,271
Income. Interest from corporate debt instruments2016-12-31$122,169
Value of interest in common/collective trusts at beginning of year2016-12-31$13,600,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17,451,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,751,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,751,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$57,929
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$59,989
Asset value of US Government securities at end of year2016-12-31$11,895,034
Asset value of US Government securities at beginning of year2016-12-31$15,892,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$732,441
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$93,544,654
Employer contributions (assets) at end of year2016-12-31$11,947,819
Employer contributions (assets) at beginning of year2016-12-31$12,115,586
Income. Dividends from preferred stock2016-12-31$50,328
Income. Dividends from common stock2016-12-31$8,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$82,346,291
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$38,060,916
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$24,074,506
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$485,961
Liabilities. Value of benefit claims payable at end of year2016-12-31$14,553,260
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$15,195,920
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$175,251
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$197,385
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$168,969,760
Aggregate carrying amount (costs) on sale of assets2016-12-31$164,822,428
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2016-12-31520961657
2015 : ELECTRICAL WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-217,168
Total unrealized appreciation/depreciation of assets2015-12-31$-217,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,603,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,351,713
Total income from all sources (including contributions)2015-12-31$83,163,059
Total loss/gain on sale of assets2015-12-31$-1,411,526
Total of all expenses incurred2015-12-31$88,647,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$83,764,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$82,059,969
Value of total assets at end of year2015-12-31$102,996,415
Value of total assets at beginning of year2015-12-31$109,229,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,883,138
Total interest from all sources2015-12-31$1,598,434
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$238,682
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$3,893
Administrative expenses professional fees incurred2015-12-31$379,981
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$2,256,483
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$3,709,605
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,124,834
Assets. Other investments not covered elsewhere at end of year2015-12-31$124,402
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$819,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$944,427
Other income not declared elsewhere2015-12-31$43,274
Administrative expenses (other) incurred2015-12-31$4,299,054
Liabilities. Value of operating payables at end of year2015-12-31$407,085
Liabilities. Value of operating payables at beginning of year2015-12-31$1,420,446
Total non interest bearing cash at end of year2015-12-31$-675,134
Total non interest bearing cash at beginning of year2015-12-31$-179,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,484,515
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,393,410
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$92,877,925
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$204,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,353,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,332,793
Income. Interest from US Government securities2015-12-31$1,132,614
Income. Interest from corporate debt instruments2015-12-31$441,899
Value of interest in common/collective trusts at end of year2015-12-31$13,600,211
Value of interest in common/collective trusts at beginning of year2015-12-31$13,890,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,751,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,747,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,747,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$23,921
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$59,709
Asset value of US Government securities at end of year2015-12-31$15,892,232
Asset value of US Government securities at beginning of year2015-12-31$16,576,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$851,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$78,935,135
Employer contributions (assets) at end of year2015-12-31$12,115,586
Employer contributions (assets) at beginning of year2015-12-31$9,657,216
Income. Dividends from preferred stock2015-12-31$201,446
Income. Dividends from common stock2015-12-31$33,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$83,704,727
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$24,074,506
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$30,448,562
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$485,961
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$874,764
Liabilities. Value of benefit claims payable at end of year2015-12-31$15,195,920
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$14,931,267
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$197,385
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$211,648
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$134,066,276
Aggregate carrying amount (costs) on sale of assets2015-12-31$135,477,802
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 name2015-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2015-12-31520961657
2014 : ELECTRICAL WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,002,972
Total unrealized appreciation/depreciation of assets2014-12-31$2,002,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,351,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,900,683
Total income from all sources (including contributions)2014-12-31$81,075,064
Total loss/gain on sale of assets2014-12-31$-291,375
Total of all expenses incurred2014-12-31$85,052,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$79,143,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$76,225,295
Value of total assets at end of year2014-12-31$109,229,638
Value of total assets at beginning of year2014-12-31$110,755,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,908,514
Total interest from all sources2014-12-31$1,864,792
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$318,378
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$35,149
Administrative expenses professional fees incurred2014-12-31$467,418
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$3,709,605
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$3,110,913
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,067,379
Assets. Other investments not covered elsewhere at end of year2014-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$944,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,025,041
Other income not declared elsewhere2014-12-31$43,968
Administrative expenses (other) incurred2014-12-31$5,251,647
Liabilities. Value of operating payables at end of year2014-12-31$1,420,446
Liabilities. Value of operating payables at beginning of year2014-12-31$360,445
Total non interest bearing cash at end of year2014-12-31$-179,079
Total non interest bearing cash at beginning of year2014-12-31$-1,262,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,977,375
Value of net assets at end of year (total assets less liabilities)2014-12-31$92,877,925
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,855,300
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$189,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,332,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,087,846
Income. Interest from US Government securities2014-12-31$1,380,085
Income. Interest from corporate debt instruments2014-12-31$423,248
Value of interest in common/collective trusts at end of year2014-12-31$13,890,772
Value of interest in common/collective trusts at beginning of year2014-12-31$13,298,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,747,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,739,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,739,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$61,459
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$61,411
Asset value of US Government securities at end of year2014-12-31$16,576,545
Asset value of US Government securities at beginning of year2014-12-31$16,352,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$911,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$73,157,916
Employer contributions (assets) at end of year2014-12-31$9,657,216
Employer contributions (assets) at beginning of year2014-12-31$10,217,570
Income. Dividends from preferred stock2014-12-31$237,680
Income. Dividends from common stock2014-12-31$45,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$79,082,514
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$30,448,562
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$32,817,173
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$874,764
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,094,909
Liabilities. Value of benefit claims payable at end of year2014-12-31$14,931,267
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,540,238
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$211,648
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$259,222
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$81,160,158
Aggregate carrying amount (costs) on sale of assets2014-12-31$81,451,533
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2014-12-31520961657
2013 : ELECTRICAL WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-2,389,080
Total unrealized appreciation/depreciation of assets2013-12-31$-2,389,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,900,683
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,882,492
Total income from all sources (including contributions)2013-12-31$75,527,493
Total loss/gain on sale of assets2013-12-31$1,066,919
Total of all expenses incurred2013-12-31$83,023,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$78,391,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$73,884,814
Value of total assets at end of year2013-12-31$110,755,983
Value of total assets at beginning of year2013-12-31$115,233,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,631,036
Total interest from all sources2013-12-31$2,007,003
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$297,540
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$457,379
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$3,110,913
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$4,202,735
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,116,821
Assets. Other investments not covered elsewhere at end of year2013-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,025,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,429,006
Other income not declared elsewhere2013-12-31$35,095
Administrative expenses (other) incurred2013-12-31$3,990,326
Liabilities. Value of operating payables at end of year2013-12-31$360,445
Liabilities. Value of operating payables at beginning of year2013-12-31$332,539
Total non interest bearing cash at end of year2013-12-31$-1,262,034
Total non interest bearing cash at beginning of year2013-12-31$-827,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,495,520
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,855,300
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,350,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$183,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,087,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$105,313
Income. Interest from US Government securities2013-12-31$1,653,790
Income. Interest from corporate debt instruments2013-12-31$333,907
Value of interest in common/collective trusts at end of year2013-12-31$13,298,956
Value of interest in common/collective trusts at beginning of year2013-12-31$10,801,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,739,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,222,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,222,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19,306
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$60,400
Asset value of US Government securities at end of year2013-12-31$16,352,475
Asset value of US Government securities at beginning of year2013-12-31$46,168,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$625,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,767,993
Employer contributions (assets) at end of year2013-12-31$10,217,570
Employer contributions (assets) at beginning of year2013-12-31$8,903,023
Income. Dividends from common stock2013-12-31$297,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$78,331,577
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$32,817,173
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$37,759,048
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,094,909
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,198,550
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,540,238
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$10,549,953
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$259,222
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$255,350
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$177,300,613
Aggregate carrying amount (costs) on sale of assets2013-12-31$176,233,694
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 name2013-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2013-12-31520961657
2012 : ELECTRICAL WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,298,449
Total unrealized appreciation/depreciation of assets2012-12-31$2,298,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,882,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,355,114
Total income from all sources (including contributions)2012-12-31$79,313,172
Total loss/gain on sale of assets2012-12-31$116,328
Total of all expenses incurred2012-12-31$73,071,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$68,597,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$73,882,751
Value of total assets at end of year2012-12-31$115,233,312
Value of total assets at beginning of year2012-12-31$108,464,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,474,385
Total interest from all sources2012-12-31$2,667,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$305,303
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$357,287
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$4,202,735
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,062,157
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,536
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,429,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,013,546
Other income not declared elsewhere2012-12-31$42,773
Administrative expenses (other) incurred2012-12-31$3,916,793
Liabilities. Value of operating payables at end of year2012-12-31$332,539
Liabilities. Value of operating payables at beginning of year2012-12-31$358,225
Total non interest bearing cash at end of year2012-12-31$-827,261
Total non interest bearing cash at beginning of year2012-12-31$-1,198,708
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$6,241,425
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,350,820
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$98,109,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$200,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$105,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Income. Interest from US Government securities2012-12-31$2,383,814
Income. Interest from corporate debt instruments2012-12-31$259,964
Value of interest in common/collective trusts at end of year2012-12-31$10,801,843
Value of interest in common/collective trusts at beginning of year2012-12-31$9,276,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,222,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$13,946,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$13,946,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$23,790
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$62,045
Asset value of US Government securities at end of year2012-12-31$46,168,447
Asset value of US Government securities at beginning of year2012-12-31$43,949,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$70,820,594
Employer contributions (assets) at end of year2012-12-31$8,903,023
Employer contributions (assets) at beginning of year2012-12-31$9,120,331
Income. Dividends from common stock2012-12-31$305,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$68,535,317
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$37,759,048
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$32,270,510
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,198,550
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$10,549,953
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$9,996,889
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$255,350
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$86,358
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$75,244,885
Aggregate carrying amount (costs) on sale of assets2012-12-31$75,128,557
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 name2012-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2012-12-31520961657
2011 : ELECTRICAL WELFARE TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$65,228
Total unrealized appreciation/depreciation of assets2011-12-31$65,228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,355,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,277,451
Total income from all sources (including contributions)2011-12-31$72,923,717
Total loss/gain on sale of assets2011-12-31$746,887
Total of all expenses incurred2011-12-31$69,236,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$65,062,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$69,340,880
Value of total assets at end of year2011-12-31$108,464,509
Value of total assets at beginning of year2011-12-31$103,700,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,174,043
Total interest from all sources2011-12-31$2,480,170
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$465,660
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,276,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,013,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,488,208
Administrative expenses (other) incurred2011-12-31$3,549,236
Liabilities. Value of operating payables at end of year2011-12-31$358,225
Liabilities. Value of operating payables at beginning of year2011-12-31$231,677
Total non interest bearing cash at end of year2011-12-31$-1,198,708
Total non interest bearing cash at beginning of year2011-12-31$-1,450,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,686,792
Value of net assets at end of year (total assets less liabilities)2011-12-31$98,109,395
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$94,422,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$159,147
Income. Interest from US Government securities2011-12-31$2,470,126
Value of interest in common/collective trusts at end of year2011-12-31$9,276,887
Value of interest in common/collective trusts at beginning of year2011-12-31$7,005,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$13,946,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,654,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,654,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,044
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$58,632
Asset value of US Government securities at end of year2011-12-31$43,949,554
Asset value of US Government securities at beginning of year2011-12-31$50,305,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$66,064,425
Employer contributions (assets) at end of year2011-12-31$9,120,331
Employer contributions (assets) at beginning of year2011-12-31$9,471,766
Income. Dividends from common stock2011-12-31$290,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$65,004,250
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$32,270,510
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$33,104,218
Liabilities. Value of benefit claims payable at end of year2011-12-31$9,996,889
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$9,045,774
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$86,358
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$121,218
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$82,387,142
Aggregate carrying amount (costs) on sale of assets2011-12-31$81,640,255
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2011-12-31520961657
2010 : ELECTRICAL WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$813,000
Total unrealized appreciation/depreciation of assets2010-12-31$813,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,277,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,882,946
Total income from all sources (including contributions)2010-12-31$70,469,194
Total loss/gain on sale of assets2010-12-31$-19,982
Total of all expenses incurred2010-12-31$65,751,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$61,945,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$66,570,477
Value of total assets at end of year2010-12-31$103,700,054
Value of total assets at beginning of year2010-12-31$100,587,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,805,454
Total interest from all sources2010-12-31$2,936,998
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$168,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$371,784
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,854,877
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,488,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,646,854
Administrative expenses (other) incurred2010-12-31$3,277,533
Liabilities. Value of operating payables at end of year2010-12-31$231,677
Liabilities. Value of operating payables at beginning of year2010-12-31$260,211
Total non interest bearing cash at end of year2010-12-31$-1,450,031
Total non interest bearing cash at beginning of year2010-12-31$-1,476,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,718,177
Value of net assets at end of year (total assets less liabilities)2010-12-31$94,422,603
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$89,704,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$156,137
Income. Interest from US Government securities2010-12-31$2,920,103
Value of interest in common/collective trusts at end of year2010-12-31$7,005,076
Value of interest in common/collective trusts at beginning of year2010-12-31$3,271,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,654,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,338,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,338,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$16,895
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$55,879
Asset value of US Government securities at end of year2010-12-31$50,305,047
Asset value of US Government securities at beginning of year2010-12-31$60,711,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$62,715,600
Employer contributions (assets) at end of year2010-12-31$9,471,766
Employer contributions (assets) at beginning of year2010-12-31$7,805,330
Income. Dividends from common stock2010-12-31$168,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$61,889,684
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$33,104,218
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$27,113,624
Liabilities. Value of benefit claims payable at end of year2010-12-31$9,045,774
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,622,735
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$121,218
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$176,317
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$47,041,564
Aggregate carrying amount (costs) on sale of assets2010-12-31$47,061,546
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SARFINO AND RHOADES, LLP
Accountancy firm EIN2010-12-31520961657

Form 5500 Responses for ELECTRICAL WELFARE TRUST FUND

2022: ELECTRICAL WELFARE TRUST 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: ELECTRICAL WELFARE TRUST 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: ELECTRICAL WELFARE TRUST 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: ELECTRICAL WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
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: ELECTRICAL WELFARE TRUST 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: ELECTRICAL WELFARE TRUST 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: ELECTRICAL WELFARE TRUST 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELECTRICAL WELFARE TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELECTRICAL WELFARE TRUST 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELECTRICAL WELFARE TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELECTRICAL WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELECTRICAL WELFARE TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ELECTRICAL WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered13000
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Other welfare benefits providedOCCUPATIONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $81,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered12174
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered10200
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Other welfare benefits providedOCCUPATIONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $74,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered11621
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered10200
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Other welfare benefits providedOCCUPATIONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $66,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered10802
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered10814
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered10400
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Other welfare benefits providedOCCUPATIONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $75,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered10186
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered8425
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Other welfare benefits providedOCCUPATIONAL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $67,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered10291
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered9740
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered8100
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered8486
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered8100
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered8491
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered8176
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
LLOYD'S OF LONDON (National Association of Insurance Commissioners NAIC id number: AA-11 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered6792
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LLOYD'S OF LONDON (National Association of Insurance Commissioners NAIC id number: AA-11 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered6468
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered8650
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered7832
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered7449
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12132466
Policy instance 1
Insurance contract or identification number12132466
Number of Individuals Covered8137
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number0013628-25
Policy instance 2
Insurance contract or identification number0013628-25
Number of Individuals Covered7441
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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