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EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 401k Plan overview

Plan NameEIGHTH DISTRICT ELECTRICAL BENEFIT FUND
Plan identification number 501

EIGHTH DISTRICT ELECTRICAL BENEFIT FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL BENEFIT has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL BENEFIT
Employer identification number (EIN):840730298
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EIGHTH DISTRICT ELECTRICAL BENEFIT 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
5012017-01-01MILLER KAPLAN ARASE LLP
5012016-01-01MILLER KAPLAN ARASE LLP
5012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-12
5012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-07
5012013-01-01
5012012-01-01KEITH ALLEN
5012011-01-01JAMES L. PETERSON
5012009-01-01JAMES L. PETERSON

Plan Statistics for EIGHTH DISTRICT ELECTRICAL BENEFIT FUND

401k plan membership statisitcs for EIGHTH DISTRICT ELECTRICAL BENEFIT FUND

Measure Date Value
2022: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-017,863
Total number of active participants reported on line 7a of the Form 55002022-01-016,683
Number of retired or separated participants receiving benefits2022-01-01821
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017,504
Total participants2022-01-017,504
Number of employers contributing to the scheme2022-01-01398
2021: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-018,413
Total number of active participants reported on line 7a of the Form 55002021-01-017,048
Number of retired or separated participants receiving benefits2021-01-01815
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017,863
Total participants2021-01-017,863
Number of employers contributing to the scheme2021-01-01391
2020: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-017,613
Total number of active participants reported on line 7a of the Form 55002020-01-017,630
Number of retired or separated participants receiving benefits2020-01-01783
Total of all active and inactive participants2020-01-018,413
Total participants2020-01-018,413
Number of employers contributing to the scheme2020-01-01316
2019: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-017,181
Total number of active participants reported on line 7a of the Form 55002019-01-016,804
Number of retired or separated participants receiving benefits2019-01-01809
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-017,613
Total participants2019-01-017,613
Number of employers contributing to the scheme2019-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-016,995
Total number of active participants reported on line 7a of the Form 55002018-01-016,352
Number of retired or separated participants receiving benefits2018-01-01829
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,181
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01302
2017: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-016,892
Total number of active participants reported on line 7a of the Form 55002017-01-016,163
Number of retired or separated participants receiving benefits2017-01-01832
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016,995
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01365
2016: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-016,609
Total number of active participants reported on line 7a of the Form 55002016-01-016,015
Number of retired or separated participants receiving benefits2016-01-01877
Total of all active and inactive participants2016-01-016,892
Total participants2016-01-016,892
Number of employers contributing to the scheme2016-01-01385
2015: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,419
Total number of active participants reported on line 7a of the Form 55002015-01-015,754
Number of retired or separated participants receiving benefits2015-01-01855
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016,609
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01403
2014: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-016,267
Total number of active participants reported on line 7a of the Form 55002014-01-015,590
Number of retired or separated participants receiving benefits2014-01-01829
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016,419
Total participants2014-01-016,419
Number of employers contributing to the scheme2014-01-01406
2013: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-016,324
Total number of active participants reported on line 7a of the Form 55002013-01-015,428
Number of retired or separated participants receiving benefits2013-01-01839
Total of all active and inactive participants2013-01-016,267
Number of employers contributing to the scheme2013-01-01393
2012: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,759
Total number of active participants reported on line 7a of the Form 55002012-01-015,444
Number of retired or separated participants receiving benefits2012-01-01880
Total of all active and inactive participants2012-01-016,324
Number of employers contributing to the scheme2012-01-01473
2011: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-016,378
Total number of active participants reported on line 7a of the Form 55002011-01-014,884
Number of retired or separated participants receiving benefits2011-01-01875
Total of all active and inactive participants2011-01-015,759
Number of employers contributing to the scheme2011-01-01392
2009: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-016,470
Total number of active participants reported on line 7a of the Form 55002009-01-015,055
Number of retired or separated participants receiving benefits2009-01-01895
Total of all active and inactive participants2009-01-015,950
Number of employers contributing to the scheme2009-01-01329

Financial Data on EIGHTH DISTRICT ELECTRICAL BENEFIT FUND

Measure Date Value
2022 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,283,044
Total unrealized appreciation/depreciation of assets2022-12-31$-1,283,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,874,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,664,534
Total income from all sources (including contributions)2022-12-31$93,253,596
Total loss/gain on sale of assets2022-12-31$-38,643
Total of all expenses incurred2022-12-31$98,644,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$95,670,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$101,320,404
Value of total assets at end of year2022-12-31$115,212,103
Value of total assets at beginning of year2022-12-31$118,392,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,973,513
Total interest from all sources2022-12-31$552,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,922,523
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$1,922,523
Administrative expenses professional fees incurred2022-12-31$983,333
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,226,105
Participant contributions at end of year2022-12-31$3,115
Participant contributions at beginning of year2022-12-31$15,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,994,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,263,911
Other income not declared elsewhere2022-12-31$110,538
Administrative expenses (other) incurred2022-12-31$398,658
Liabilities. Value of operating payables at end of year2022-12-31$415,804
Liabilities. Value of operating payables at beginning of year2022-12-31$389,534
Total non interest bearing cash at end of year2022-12-31$6,335,331
Total non interest bearing cash at beginning of year2022-12-31$4,393,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,390,627
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,337,299
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,727,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$154,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,851,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,225,727
Income. Interest from US Government securities2022-12-31$72,459
Income. Interest from corporate debt instruments2022-12-31$362,976
Value of interest in common/collective trusts at end of year2022-12-31$10,035,670
Value of interest in common/collective trusts at beginning of year2022-12-31$9,067,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,853,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,704,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,704,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$116,924
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$10,920,113
Asset value of US Government securities at end of year2022-12-31$5,121,496
Asset value of US Government securities at beginning of year2022-12-31$4,159,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,298,816
Net investment gain or loss from common/collective trusts2022-12-31$968,275
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$97,094,299
Employer contributions (assets) at end of year2022-12-31$8,768,008
Employer contributions (assets) at beginning of year2022-12-31$9,077,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$84,750,597
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$11,233,079
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$11,469,353
Contract administrator fees2022-12-31$1,437,026
Liabilities. Value of benefit claims payable at end of year2022-12-31$41,459,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$39,275,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$16,172
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$15,415
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$86,405,669
Aggregate carrying amount (costs) on sale of assets2022-12-31$86,444,312
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-557,315
Total unrealized appreciation/depreciation of assets2021-12-31$-557,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$39,664,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,264,276
Total income from all sources (including contributions)2021-12-31$102,162,885
Total loss/gain on sale of assets2021-12-31$-54,103
Total of all expenses incurred2021-12-31$95,046,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$91,837,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$98,057,187
Value of total assets at end of year2021-12-31$118,392,460
Value of total assets at beginning of year2021-12-31$107,875,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,208,403
Total interest from all sources2021-12-31$410,309
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,318,690
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$1,318,690
Administrative expenses professional fees incurred2021-12-31$1,116,857
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,097,583
Participant contributions at end of year2021-12-31$15,227
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,263,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,365,834
Administrative expenses (other) incurred2021-12-31$458,233
Liabilities. Value of operating payables at end of year2021-12-31$389,534
Liabilities. Value of operating payables at beginning of year2021-12-31$434,573
Total non interest bearing cash at end of year2021-12-31$4,393,982
Total non interest bearing cash at beginning of year2021-12-31$2,827,861
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$7,116,645
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,727,926
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,611,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$155,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,225,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,102,958
Income. Interest from US Government securities2021-12-31$47,361
Income. Interest from corporate debt instruments2021-12-31$360,530
Value of interest in common/collective trusts at end of year2021-12-31$9,067,395
Value of interest in common/collective trusts at beginning of year2021-12-31$7,886,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,704,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,343,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,343,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,418
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$12,530,591
Asset value of US Government securities at end of year2021-12-31$4,159,272
Asset value of US Government securities at beginning of year2021-12-31$1,613,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,807,422
Net investment gain or loss from common/collective trusts2021-12-31$1,180,695
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$93,959,604
Employer contributions (assets) at end of year2021-12-31$9,077,610
Employer contributions (assets) at beginning of year2021-12-31$9,371,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$79,307,246
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$11,469,353
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$14,348,004
Contract administrator fees2021-12-31$1,478,043
Liabilities. Value of benefit claims payable at end of year2021-12-31$39,275,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$35,829,703
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$15,415
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$15,453
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$113,890,203
Aggregate carrying amount (costs) on sale of assets2021-12-31$113,944,306
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$340,798
Total unrealized appreciation/depreciation of assets2020-12-31$340,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$36,264,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,314,587
Total income from all sources (including contributions)2020-12-31$101,687,483
Total loss/gain on sale of assets2020-12-31$-37,366
Total of all expenses incurred2020-12-31$88,843,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$85,916,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$95,906,321
Value of total assets at end of year2020-12-31$107,875,557
Value of total assets at beginning of year2020-12-31$85,081,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,926,416
Total interest from all sources2020-12-31$421,949
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,329,054
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$1,329,054
Administrative expenses professional fees incurred2020-12-31$893,301
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,603,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,365,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,501,418
Administrative expenses (other) incurred2020-12-31$415,267
Liabilities. Value of operating payables at end of year2020-12-31$434,573
Liabilities. Value of operating payables at beginning of year2020-12-31$117,562
Total non interest bearing cash at end of year2020-12-31$2,827,861
Total non interest bearing cash at beginning of year2020-12-31$4,799,333
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$12,844,156
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,611,281
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$58,767,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$120,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$55,102,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,795,773
Income. Interest from US Government securities2020-12-31$23,017
Income. Interest from corporate debt instruments2020-12-31$360,578
Value of interest in common/collective trusts at end of year2020-12-31$7,886,700
Value of interest in common/collective trusts at beginning of year2020-12-31$7,766,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,343,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,194,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,194,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$38,354
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,663,065
Asset value of US Government securities at end of year2020-12-31$1,613,880
Asset value of US Government securities at beginning of year2020-12-31$1,590,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,468,377
Net investment gain or loss from common/collective trusts2020-12-31$258,350
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$91,303,082
Employer contributions (assets) at end of year2020-12-31$9,371,117
Employer contributions (assets) at beginning of year2020-12-31$6,745,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$77,253,846
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$14,348,004
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$10,688,594
Contract administrator fees2020-12-31$1,497,033
Liabilities. Value of benefit claims payable at end of year2020-12-31$35,829,703
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$26,197,025
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$15,453
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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$96,272,719
Aggregate carrying amount (costs) on sale of assets2020-12-31$96,310,085
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$472,847
Total unrealized appreciation/depreciation of assets2019-12-31$472,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,314,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,488,221
Total income from all sources (including contributions)2019-12-31$97,847,125
Total loss/gain on sale of assets2019-12-31$-12,373
Total of all expenses incurred2019-12-31$90,904,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$87,805,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,746,362
Value of total assets at end of year2019-12-31$85,081,712
Value of total assets at beginning of year2019-12-31$79,312,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,098,058
Total interest from all sources2019-12-31$456,174
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,370,104
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$1,370,104
Administrative expenses professional fees incurred2019-12-31$763,989
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,733,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,501,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,436,054
Administrative expenses (other) incurred2019-12-31$471,993
Liabilities. Value of operating payables at end of year2019-12-31$117,562
Liabilities. Value of operating payables at beginning of year2019-12-31$128,221
Total non interest bearing cash at end of year2019-12-31$4,799,333
Total non interest bearing cash at beginning of year2019-12-31$2,155,559
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$6,943,082
Value of net assets at end of year (total assets less liabilities)2019-12-31$58,767,125
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$51,824,043
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$120,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,795,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,931,822
Income. Interest from US Government securities2019-12-31$29,967
Income. Interest from corporate debt instruments2019-12-31$324,060
Value of interest in common/collective trusts at end of year2019-12-31$7,766,748
Value of interest in common/collective trusts at beginning of year2019-12-31$7,723,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,194,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,013,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,013,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$102,147
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$81,655,386
Asset value of US Government securities at end of year2019-12-31$1,590,056
Asset value of US Government securities at beginning of year2019-12-31$2,061,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,493,847
Net investment gain or loss from common/collective trusts2019-12-31$320,164
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
Contributions received in cash from employer2019-12-31$86,012,807
Employer contributions (assets) at end of year2019-12-31$6,745,727
Employer contributions (assets) at beginning of year2019-12-31$6,033,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,150,599
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$10,688,594
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$9,956,771
Contract administrator fees2019-12-31$1,741,084
Liabilities. Value of benefit claims payable at end of year2019-12-31$26,197,025
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$27,360,000
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
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$81,483,946
Aggregate carrying amount (costs) on sale of assets2019-12-31$81,496,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-234,155
Total unrealized appreciation/depreciation of assets2018-12-31$-234,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,488,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,793,526
Total income from all sources (including contributions)2018-12-31$81,154,519
Total loss/gain on sale of assets2018-12-31$1,680,217
Total of all expenses incurred2018-12-31$81,885,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$78,614,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$81,429,799
Value of total assets at end of year2018-12-31$79,312,264
Value of total assets at beginning of year2018-12-31$78,348,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,271,830
Total interest from all sources2018-12-31$445,556
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,220,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,220,489
Administrative expenses professional fees incurred2018-12-31$886,883
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,951,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,436,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,259,185
Administrative expenses (other) incurred2018-12-31$557,320
Liabilities. Value of operating payables at end of year2018-12-31$128,221
Liabilities. Value of operating payables at beginning of year2018-12-31$85,960
Total non interest bearing cash at end of year2018-12-31$2,155,559
Total non interest bearing cash at beginning of year2018-12-31$285,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-731,397
Value of net assets at end of year (total assets less liabilities)2018-12-31$51,824,043
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,555,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$118,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,931,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,963,165
Income. Interest from US Government securities2018-12-31$35,609
Income. Interest from corporate debt instruments2018-12-31$305,728
Value of interest in common/collective trusts at end of year2018-12-31$7,723,379
Value of interest in common/collective trusts at beginning of year2018-12-31$7,441,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,013,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,641,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,641,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$104,219
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$70,578,358
Asset value of US Government securities at end of year2018-12-31$2,061,064
Asset value of US Government securities at beginning of year2018-12-31$2,324,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,946,290
Net investment gain or loss from common/collective trusts2018-12-31$558,903
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$76,478,132
Employer contributions (assets) at end of year2018-12-31$6,033,947
Employer contributions (assets) at beginning of year2018-12-31$5,605,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,035,728
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$9,956,771
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$9,828,304
Contract administrator fees2018-12-31$1,708,825
Liabilities. Value of benefit claims payable at end of year2018-12-31$27,360,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$25,707,566
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$110,357,302
Aggregate carrying amount (costs) on sale of assets2018-12-31$108,677,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-32,283
Total unrealized appreciation/depreciation of assets2017-12-31$-32,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,793,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,282,135
Total income from all sources (including contributions)2017-12-31$76,805,557
Total loss/gain on sale of assets2017-12-31$1,597,987
Total of all expenses incurred2017-12-31$81,173,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$78,110,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$72,208,003
Value of total assets at end of year2017-12-31$78,348,966
Value of total assets at beginning of year2017-12-31$80,205,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,063,286
Total interest from all sources2017-12-31$403,315
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,100,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,100,515
Administrative expenses professional fees incurred2017-12-31$568,368
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,858,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,259,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$978,046
Other income not declared elsewhere2017-12-31$432,239
Administrative expenses (other) incurred2017-12-31$653,958
Liabilities. Value of operating payables at end of year2017-12-31$85,960
Liabilities. Value of operating payables at beginning of year2017-12-31$427,907
Total non interest bearing cash at end of year2017-12-31$285,842
Total non interest bearing cash at beginning of year2017-12-31$487,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-4,367,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,555,440
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,923,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$161,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,963,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,412,490
Interest earned on other investments2017-12-31$517
Income. Interest from US Government securities2017-12-31$325,721
Value of interest in common/collective trusts at end of year2017-12-31$7,441,271
Value of interest in common/collective trusts at beginning of year2017-12-31$7,373,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,641,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,604,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,604,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$77,077
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$70,663,552
Asset value of US Government securities at end of year2017-12-31$2,324,170
Asset value of US Government securities at beginning of year2017-12-31$1,055,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$750,865
Net investment gain or loss from common/collective trusts2017-12-31$344,916
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$67,349,780
Employer contributions (assets) at end of year2017-12-31$5,605,157
Employer contributions (assets) at beginning of year2017-12-31$5,288,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,446,694
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$9,828,304
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$13,005,055
Contract administrator fees2017-12-31$1,679,768
Liabilities. Value of benefit claims payable at end of year2017-12-31$25,707,566
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$22,854,228
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$92,038,263
Aggregate carrying amount (costs) on sale of assets2017-12-31$90,440,276
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-60,589
Total unrealized appreciation/depreciation of assets2016-12-31$-60,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$23,282,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,841,330
Total income from all sources (including contributions)2016-12-31$73,699,343
Total loss/gain on sale of assets2016-12-31$-81,776
Total of all expenses incurred2016-12-31$77,440,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$74,177,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$69,723,268
Value of total assets at end of year2016-12-31$80,205,550
Value of total assets at beginning of year2016-12-31$81,506,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,262,870
Total interest from all sources2016-12-31$483,991
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,300,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,300,988
Administrative expenses professional fees incurred2016-12-31$493,895
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,770,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$978,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,154,791
Other income not declared elsewhere2016-12-31$445,151
Administrative expenses (other) incurred2016-12-31$948,988
Liabilities. Value of operating payables at end of year2016-12-31$427,907
Liabilities. Value of operating payables at beginning of year2016-12-31$645,552
Total non interest bearing cash at end of year2016-12-31$487,680
Total non interest bearing cash at beginning of year2016-12-31$-197,358
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$-3,741,325
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,923,415
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,664,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$157,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,412,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,471,869
Income. Interest from US Government securities2016-12-31$43,887
Income. Interest from corporate debt instruments2016-12-31$422,808
Value of interest in common/collective trusts at end of year2016-12-31$7,373,149
Value of interest in common/collective trusts at beginning of year2016-12-31$7,373,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,604,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,355,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,355,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$17,296
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,577,406
Asset value of US Government securities at end of year2016-12-31$1,055,604
Asset value of US Government securities at beginning of year2016-12-31$1,585,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,639,634
Net investment gain or loss from common/collective trusts2016-12-31$248,676
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$63,952,307
Employer contributions (assets) at end of year2016-12-31$5,288,974
Employer contributions (assets) at beginning of year2016-12-31$5,332,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$69,600,392
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$13,005,055
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$14,429,869
Contract administrator fees2016-12-31$1,662,773
Liabilities. Value of benefit claims payable at end of year2016-12-31$22,854,228
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$20,195,778
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$100,999,033
Aggregate carrying amount (costs) on sale of assets2016-12-31$101,080,809
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 name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$153,435
Total unrealized appreciation/depreciation of assets2015-12-31$153,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,841,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,587,678
Total income from all sources (including contributions)2015-12-31$67,884,476
Total loss/gain on sale of assets2015-12-31$-44,879
Total of all expenses incurred2015-12-31$68,286,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$64,983,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$66,578,308
Value of total assets at end of year2015-12-31$81,506,070
Value of total assets at beginning of year2015-12-31$80,654,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,303,053
Total interest from all sources2015-12-31$544,923
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,267,522
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$1,267,522
Administrative expenses professional fees incurred2015-12-31$597,992
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,715,542
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,154,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$958,037
Other income not declared elsewhere2015-12-31$480,777
Administrative expenses (other) incurred2015-12-31$1,063,908
Liabilities. Value of operating payables at end of year2015-12-31$645,552
Liabilities. Value of operating payables at beginning of year2015-12-31$854,016
Total non interest bearing cash at end of year2015-12-31$-197,358
Total non interest bearing cash at beginning of year2015-12-31$-1,014,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-401,692
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,664,740
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,066,432
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
Assets. partnership/joint venture interests at end of year2015-12-31$7,373,841
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$104,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,471,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,970,320
Interest earned on other investments2015-12-31$28,000
Income. Interest from US Government securities2015-12-31$48,505
Income. Interest from corporate debt instruments2015-12-31$459,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,355,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,623,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,623,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,128
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,265,555
Asset value of US Government securities at end of year2015-12-31$1,585,508
Asset value of US Government securities at beginning of year2015-12-31$1,123,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,095,610
Net investment gain or loss from common/collective trusts2015-12-31$0
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$60,862,766
Employer contributions (assets) at end of year2015-12-31$5,332,074
Employer contributions (assets) at beginning of year2015-12-31$4,781,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$60,717,560
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$14,429,869
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$16,211,734
Contract administrator fees2015-12-31$1,536,189
Liabilities. Value of benefit claims payable at end of year2015-12-31$20,195,778
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$18,733,662
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$88,971,338
Aggregate carrying amount (costs) on sale of assets2015-12-31$89,016,217
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-33,329
Total unrealized appreciation/depreciation of assets2014-12-31$-33,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,587,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,486,195
Total income from all sources (including contributions)2014-12-31$65,409,515
Total loss/gain on sale of assets2014-12-31$-153,003
Total of all expenses incurred2014-12-31$61,897,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$58,388,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$60,869,399
Value of total assets at end of year2014-12-31$80,654,110
Value of total assets at beginning of year2014-12-31$75,040,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,509,080
Total interest from all sources2014-12-31$557,694
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,037,739
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$1,037,739
Administrative expenses professional fees incurred2014-12-31$509,854
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,689,491
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,242,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$958,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,507,621
Other income not declared elsewhere2014-12-31$486,738
Administrative expenses (other) incurred2014-12-31$1,440,102
Liabilities. Value of operating payables at end of year2014-12-31$854,016
Liabilities. Value of operating payables at beginning of year2014-12-31$281,477
Total non interest bearing cash at end of year2014-12-31$-1,014,989
Total non interest bearing cash at beginning of year2014-12-31$2,149,451
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$3,512,097
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,066,432
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,554,335
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$97,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,970,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,104,468
Income. Interest from US Government securities2014-12-31$40,539
Income. Interest from corporate debt instruments2014-12-31$515,723
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$18,762,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,623,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,497,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,497,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,432
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$662,366
Asset value of US Government securities at end of year2014-12-31$1,123,535
Asset value of US Government securities at beginning of year2014-12-31$2,632,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,694,965
Net investment gain or loss from common/collective trusts2014-12-31$949,312
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$52,937,276
Employer contributions (assets) at end of year2014-12-31$4,781,843
Employer contributions (assets) at beginning of year2014-12-31$4,623,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$57,725,972
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$16,211,734
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$18,746,927
Contract administrator fees2014-12-31$1,461,710
Liabilities. Value of benefit claims payable at end of year2014-12-31$18,733,662
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$17,204,718
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$15,398
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$5,733,609
Aggregate carrying amount (costs) on sale of assets2014-12-31$5,886,612
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 name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,393,376
Total unrealized appreciation/depreciation of assets2013-12-31$1,393,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,105,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,292,350
Total income from all sources (including contributions)2013-12-31$60,313,639
Total loss/gain on sale of assets2013-12-31$-151,788
Total of all expenses incurred2013-12-31$56,279,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,501,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$56,677,456
Value of total assets at end of year2013-12-31$77,076,431
Value of total assets at beginning of year2013-12-31$72,228,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,777,523
Total interest from all sources2013-12-31$673,149
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$561,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$561,280
Administrative expenses professional fees incurred2013-12-31$419,624
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,684,194
Participant contributions at end of year2013-12-31$494,591
Participant contributions at beginning of year2013-12-31$452,233
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,591,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,507,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$746,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,795,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,873,537
Other income not declared elsewhere2013-12-31$1,151,663
Administrative expenses (other) incurred2013-12-31$706,508
Liabilities. Value of operating payables at end of year2013-12-31$3,363,659
Liabilities. Value of operating payables at beginning of year2013-12-31$2,998,886
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$4,034,495
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,971,027
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,936,532
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$110,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,104,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,323,606
Income. Interest from US Government securities2013-12-31$57,437
Income. Interest from corporate debt instruments2013-12-31$613,173
Value of interest in common/collective trusts at end of year2013-12-31$18,762,698
Value of interest in common/collective trusts at beginning of year2013-12-31$14,555,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,188,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,242,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,242,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,539
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$253,171
Asset value of US Government securities at end of year2013-12-31$2,632,371
Asset value of US Government securities at beginning of year2013-12-31$5,153,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,503
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$50,993,262
Employer contributions (assets) at end of year2013-12-31$4,623,832
Employer contributions (assets) at beginning of year2013-12-31$4,999,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,657,170
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$18,746,927
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$20,740,201
Contract administrator fees2013-12-31$1,541,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$9,946,527
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$9,419,927
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$15,398
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$15,677
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$13,363,407
Aggregate carrying amount (costs) on sale of assets2013-12-31$13,515,195
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 name2013-12-31SSA, P.C.
Accountancy firm EIN2013-12-31840676264
2012 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,079,003
Total unrealized appreciation/depreciation of assets2012-12-31$2,079,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,292,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,739,061
Total income from all sources (including contributions)2012-12-31$61,722,890
Total loss/gain on sale of assets2012-12-31$-52,091
Total of all expenses incurred2012-12-31$51,953,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$49,440,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$57,926,288
Value of total assets at end of year2012-12-31$72,228,882
Value of total assets at beginning of year2012-12-31$59,905,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,512,986
Total interest from all sources2012-12-31$711,313
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$436,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$436,548
Administrative expenses professional fees incurred2012-12-31$313,062
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,416,893
Participant contributions at end of year2012-12-31$452,233
Participant contributions at beginning of year2012-12-31$475,968
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,289,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$746,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$758,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,873,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,358,540
Other income not declared elsewhere2012-12-31$591,346
Administrative expenses (other) incurred2012-12-31$648,729
Liabilities. Value of operating payables at end of year2012-12-31$2,998,886
Liabilities. Value of operating payables at beginning of year2012-12-31$2,807,156
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$9,769,797
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,936,532
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,166,735
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$102,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,323,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,423,890
Income. Interest from US Government securities2012-12-31$66,870
Income. Interest from corporate debt instruments2012-12-31$637,847
Value of interest in common/collective trusts at end of year2012-12-31$14,555,302
Value of interest in common/collective trusts at beginning of year2012-12-31$13,967,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,242,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,968,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,968,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6,596
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$254,271
Asset value of US Government securities at end of year2012-12-31$5,153,205
Asset value of US Government securities at beginning of year2012-12-31$1,336,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,483
Net investment gain or loss from common/collective trusts2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$52,509,395
Employer contributions (assets) at end of year2012-12-31$4,999,622
Employer contributions (assets) at beginning of year2012-12-31$4,709,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$47,896,132
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$20,740,201
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$15,249,913
Contract administrator fees2012-12-31$1,448,259
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$9,419,927
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$8,573,365
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$15,677
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$16,137
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$5,394,906
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,446,997
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 name2012-12-31SSA, P.C.
Accountancy firm EIN2012-12-31840676264
2011 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$559,963
Total unrealized appreciation/depreciation of assets2011-12-31$559,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,739,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$22,058,776
Total income from all sources (including contributions)2011-12-31$53,899,374
Total loss/gain on sale of assets2011-12-31$-10,289
Total of all expenses incurred2011-12-31$44,384,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,599,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$51,287,561
Value of total assets at end of year2011-12-31$59,905,796
Value of total assets at beginning of year2011-12-31$53,711,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,785,177
Total interest from all sources2011-12-31$730,728
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$302,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$302,336
Administrative expenses professional fees incurred2011-12-31$342,180
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,081,279
Participant contributions at end of year2011-12-31$475,968
Participant contributions at beginning of year2011-12-31$503,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,334,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$758,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,303,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,358,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,225,704
Other income not declared elsewhere2011-12-31$491,262
Administrative expenses (other) incurred2011-12-31$727,779
Liabilities. Value of operating payables at end of year2011-12-31$2,807,156
Liabilities. Value of operating payables at beginning of year2011-12-31$2,680,084
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$9,514,399
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,166,735
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,652,336
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$85,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,423,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,387,574
Income. Interest from US Government securities2011-12-31$64,922
Income. Interest from corporate debt instruments2011-12-31$661,635
Value of interest in common/collective trusts at end of year2011-12-31$13,967,405
Value of interest in common/collective trusts at beginning of year2011-12-31$12,696,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,968,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,104,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,104,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,171
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$605,323
Asset value of US Government securities at end of year2011-12-31$1,336,755
Asset value of US Government securities at beginning of year2011-12-31$1,938,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$77,371
Net investment gain or loss from common/collective trusts2011-12-31$460,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$45,206,282
Employer contributions (assets) at end of year2011-12-31$4,709,512
Employer contributions (assets) at beginning of year2011-12-31$4,149,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$39,659,682
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$15,249,913
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$15,609,218
Contract administrator fees2011-12-31$1,629,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$8,573,365
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$11,152,988
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$16,137
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$17,307
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$7,388,701
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,398,990
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 name2011-12-31SSA, P.C.
Accountancy firm EIN2011-12-31840676264
2010 : EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,456,730
Total unrealized appreciation/depreciation of assets2010-12-31$1,456,730
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,058,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,499,098
Total income from all sources (including contributions)2010-12-31$55,211,812
Total loss/gain on sale of assets2010-12-31$66,311
Total of all expenses incurred2010-12-31$56,672,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$53,796,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$50,822,572
Value of total assets at end of year2010-12-31$53,711,112
Value of total assets at beginning of year2010-12-31$55,612,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,875,875
Total interest from all sources2010-12-31$967,811
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$189,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$189,598
Administrative expenses professional fees incurred2010-12-31$277,594
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,618,562
Participant contributions at end of year2010-12-31$503,723
Participant contributions at beginning of year2010-12-31$493,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,411,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,303,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,173,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,225,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,133,992
Other income not declared elsewhere2010-12-31$1,124,250
Administrative expenses (other) incurred2010-12-31$794,637
Liabilities. Value of operating payables at end of year2010-12-31$2,680,084
Liabilities. Value of operating payables at beginning of year2010-12-31$1,862,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,460,697
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,652,336
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,113,034
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$98,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,387,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,085,793
Income. Interest from US Government securities2010-12-31$148,963
Income. Interest from corporate debt instruments2010-12-31$813,631
Value of interest in common/collective trusts at end of year2010-12-31$12,696,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,104,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,292,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,292,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,217
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$608,174
Asset value of US Government securities at end of year2010-12-31$1,938,555
Asset value of US Government securities at beginning of year2010-12-31$6,311,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-11,881
Net investment gain or loss from common/collective trusts2010-12-31$596,421
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$45,204,010
Employer contributions (assets) at end of year2010-12-31$4,149,788
Employer contributions (assets) at beginning of year2010-12-31$4,587,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,776,819
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$15,609,218
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$26,655,443
Contract administrator fees2010-12-31$1,705,468
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$11,152,988
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$12,502,902
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$17,307
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$12,849
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$20,778,770
Aggregate carrying amount (costs) on sale of assets2010-12-31$20,712,459
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 name2010-12-31SSA, P.C.
Accountancy firm EIN2010-12-31840676264

Form 5500 Responses for EIGHTH DISTRICT ELECTRICAL BENEFIT FUND

2022: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EIGHTH DISTRICT ELECTRICAL BENEFIT 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EIGHTH DISTRICT ELECTRICAL BENEFIT 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: EIGHTH DISTRICT ELECTRICAL BENEFIT 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: EIGHTH DISTRICT ELECTRICAL BENEFIT 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: EIGHTH DISTRICT ELECTRICAL BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
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

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 1
Insurance contract or identification number0151425
Number of Individuals Covered6249
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,660,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10456
Policy instance 5
Insurance contract or identification numberSL10456
Number of Individuals Covered6385
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $831,267
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 4
Insurance contract or identification numberCIBEW78
Number of Individuals Covered5959
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $195,817
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 3
Insurance contract or identification number10158
Number of Individuals Covered1722
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $70,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered1122
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,452,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 1
Insurance contract or identification number0151425
Number of Individuals Covered6520
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,199,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered1113
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedMAPD
Welfare Benefit Premiums Paid to CarrierUSD $2,578,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 3
Insurance contract or identification number10158
Number of Individuals Covered1918
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $75,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10456
Policy instance 5
Insurance contract or identification numberSL10456
Number of Individuals Covered6797
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $601,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 4
Insurance contract or identification numberCIBEW78
Number of Individuals Covered5704
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $179,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 1
Insurance contract or identification number0151425
Number of Individuals Covered6269
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,386,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSLI0456
Policy instance 5
Insurance contract or identification numberSLI0456
Number of Individuals Covered6152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $565,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered1115
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedMAPD
Welfare Benefit Premiums Paid to CarrierUSD $2,513,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 3
Insurance contract or identification number10158
Number of Individuals Covered1960
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $90,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 4
Insurance contract or identification numberCIBEW78
Number of Individuals Covered5351
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $168,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 2
Insurance contract or identification number0151425
Number of Individuals Covered5945
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,167,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGL-0073-VU
Policy instance 1
Insurance contract or identification numberGL-0073-VU
Number of Individuals Covered6890
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $508,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 4
Insurance contract or identification numberCIBEW78
Number of Individuals Covered5382
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $169,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 3
Insurance contract or identification number10158
Number of Individuals Covered2060
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $86,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered6045
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 3
Insurance contract or identification number0151425
Number of Individuals Covered5635
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,719,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 5
Insurance contract or identification numberCIBEW78
Number of Individuals Covered4996
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $157,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number68280-2
Policy instance 2
Insurance contract or identification number68280-2
Number of Individuals Covered6525
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $538,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 4
Insurance contract or identification number10158
Number of Individuals Covered1661
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $80,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered6187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number68280-2
Policy instance 2
Insurance contract or identification number68280-2
Number of Individuals Covered6325
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $494,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 4
Insurance contract or identification number10158
Number of Individuals Covered1672
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $73,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 3
Insurance contract or identification number0151425
Number of Individuals Covered5441
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,569,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 5
Insurance contract or identification numberCIBEW78
Number of Individuals Covered4249
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $133,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number5861
Policy instance 6
Insurance contract or identification number5861
Number of Individuals Covered2382
Insurance policy start date2017-01-01
Insurance policy end date2017-03-31
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $21,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered5523
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151425
Policy instance 3
Insurance contract or identification number0151425
Number of Individuals Covered5209
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,295,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLOMQUIST HALE CONSULTING INC (National Association of Insurance Commissioners NAIC id number: 10310 )
Policy contract number10158
Policy instance 4
Insurance contract or identification number10158
Number of Individuals Covered1426
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Other welfare benefits providedEAP SERVICES
Welfare Benefit Premiums Paid to CarrierUSD $63,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINES AND ASSOCIATES, P.C. (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberCIBEW78
Policy instance 5
Insurance contract or identification numberCIBEW78
Number of Individuals Covered2489
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Other welfare benefits providedMEMBER ASSISTANCE
Welfare Benefit Premiums Paid to CarrierUSD $74,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 )
Policy contract number5861
Policy instance 6
Insurance contract or identification number5861
Number of Individuals Covered2284
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Other welfare benefits providedEAP SERVICES
Welfare Benefit Premiums Paid to CarrierUSD $79,882
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number68280-2
Policy instance 2
Insurance contract or identification number68280-2
Number of Individuals Covered5814
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $419,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number68280-2
Policy instance 2
Insurance contract or identification number68280-2
Number of Individuals Covered5719
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $364,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4408
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4832
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 1
Insurance contract or identification number642064
Number of Individuals Covered4832
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOT-BMT-28985
Policy instance 1
Insurance contract or identification numberOT-BMT-28985
Number of Individuals Covered5760
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $359,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 2
Insurance contract or identification number642064
Number of Individuals Covered4343
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number642064
Policy instance 2
Insurance contract or identification number642064
Number of Individuals Covered4844
Insurance policy start date2010-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )
Policy contract numberOT-BMT-28985
Policy instance 1
Insurance contract or identification numberOT-BMT-28985
Number of Individuals Covered6139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $329,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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