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I.B.E.W. LOCAL 1253 RETIREMENT PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL 1253 RETIREMENT PLAN
Plan identification number 001

I.B.E.W. LOCAL 1253 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLAN
Employer identification number (EIN):016045419
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 1253 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NICHOLAS PAQUET2023-10-14 KRISTEN GOWIN2023-10-14
0012021-01-01NICHOLAS PAQUET2022-10-11 KRISTEN GOWIN2022-10-11
0012020-01-01CHARLES FRASER2021-09-27 KRISTEN GOWIN2021-10-06
0012019-01-01CHARLES FRASER2020-10-05 KRISTEN GOWIN2020-10-08
0012018-01-01CHARLES FRASER2019-10-09 KRISTEN GOWIN2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GERARD J. FRAME
0012013-01-01GERARD J. FRAME
0012012-01-01GERARD J. FRAME

Plan Statistics for I.B.E.W. LOCAL 1253 RETIREMENT PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 1253 RETIREMENT PLAN

Measure Date Value
2022: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01456
Total number of active participants reported on line 7a of the Form 55002022-01-01477
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01492
Total participants2022-01-01492
Number of participants with account balances2022-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
Number of employers contributing to the scheme2022-01-0116
2021: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01427
Total number of active participants reported on line 7a of the Form 55002021-01-01445
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01456
Number of participants with account balances2021-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
Number of employers contributing to the scheme2021-01-0113
2020: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01399
Total number of active participants reported on line 7a of the Form 55002020-01-01420
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-01427
Total participants2020-01-01427
Number of participants with account balances2020-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
Number of employers contributing to the scheme2020-01-0113
2019: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01377
Total number of active participants reported on line 7a of the Form 55002019-01-01387
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01399
Number of participants with account balances2019-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0110
2018: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01321
Total number of active participants reported on line 7a of the Form 55002018-01-01370
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01377
Total participants2018-01-01377
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
Number of employers contributing to the scheme2018-01-0112
2017: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01287
Total number of active participants reported on line 7a of the Form 55002017-01-01314
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01321
Number of participants with account balances2017-01-01321
Number of employers contributing to the scheme2017-01-0118
2016: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01299
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01287
Number of participants with account balances2016-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0116
2015: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01284
Total number of active participants reported on line 7a of the Form 55002015-01-01282
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01299
Number of participants with account balances2015-01-01299
Number of employers contributing to the scheme2015-01-0118
2014: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01435
Total number of active participants reported on line 7a of the Form 55002014-01-01284
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01284
Number of participants with account balances2014-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0115
2013: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01444
Total number of active participants reported on line 7a of the Form 55002013-01-01314
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01435
Number of participants with account balances2013-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0114
2012: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01407
Total number of active participants reported on line 7a of the Form 55002012-01-01309
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01444
Number of participants with account balances2012-01-01444
Number of employers contributing to the scheme2012-01-0117

Financial Data on I.B.E.W. LOCAL 1253 RETIREMENT PLAN

Measure Date Value
2022 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$108,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$65,435
Total income from all sources (including contributions)2022-12-31$-5,622,190
Total of all expenses incurred2022-12-31$2,766,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,608,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,018,779
Value of total assets at end of year2022-12-31$42,625,470
Value of total assets at beginning of year2022-12-31$50,971,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$157,369
Total interest from all sources2022-12-31$447
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,728,958
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$1,728,958
Administrative expenses professional fees incurred2022-12-31$25,921
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$131,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$41,136
Other income not declared elsewhere2022-12-31$15,900
Administrative expenses (other) incurred2022-12-31$27,687
Liabilities. Value of operating payables at end of year2022-12-31$108,200
Liabilities. Value of operating payables at beginning of year2022-12-31$65,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,388,524
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,517,270
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,905,794
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,825,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,536,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$91,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$106,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$106,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,394,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,102,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,386,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,001,846
Employer contributions (assets) at end of year2022-12-31$183,077
Employer contributions (assets) at beginning of year2022-12-31$184,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,608,965
Contract administrator fees2022-12-31$63,761
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$563
Total unrealized appreciation/depreciation of assets2021-12-31$563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$65,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,624
Total income from all sources (including contributions)2021-12-31$8,595,625
Total of all expenses incurred2021-12-31$2,149,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,009,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,734,763
Value of total assets at end of year2021-12-31$50,971,229
Value of total assets at beginning of year2021-12-31$44,511,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$140,838
Total interest from all sources2021-12-31$452
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,271,960
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$2,271,960
Administrative expenses professional fees incurred2021-12-31$15,141
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$41,136
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$85,611
Other income not declared elsewhere2021-12-31$15,900
Administrative expenses (other) incurred2021-12-31$18,453
Liabilities. Value of operating payables at end of year2021-12-31$65,435
Liabilities. Value of operating payables at beginning of year2021-12-31$51,624
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$6,445,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,905,794
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,460,056
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,536,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$37,042,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$106,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$233,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$233,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,102,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,008,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,571,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,733,581
Employer contributions (assets) at end of year2021-12-31$184,080
Employer contributions (assets) at beginning of year2021-12-31$142,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,009,049
Contract administrator fees2021-12-31$67,244
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$123
Total unrealized appreciation/depreciation of assets2020-12-31$123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$51,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$74,687
Total income from all sources (including contributions)2020-12-31$7,494,529
Total of all expenses incurred2020-12-31$4,886,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,751,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,613,490
Value of total assets at end of year2020-12-31$44,511,680
Value of total assets at beginning of year2020-12-31$41,927,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$135,018
Total interest from all sources2020-12-31$403
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,218,658
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$1,218,658
Administrative expenses professional fees incurred2020-12-31$23,411
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$85,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$102,564
Other income not declared elsewhere2020-12-31$15,900
Administrative expenses (other) incurred2020-12-31$18,418
Liabilities. Value of operating payables at end of year2020-12-31$51,624
Liabilities. Value of operating payables at beginning of year2020-12-31$74,687
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$2,607,582
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,460,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,852,474
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$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$37,042,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,234,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$233,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$276,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$276,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,008,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,122,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,645,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,601,164
Employer contributions (assets) at end of year2020-12-31$142,345
Employer contributions (assets) at beginning of year2020-12-31$191,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,751,929
Contract administrator fees2020-12-31$58,189
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,388
Total unrealized appreciation/depreciation of assets2019-12-31$1,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$74,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,094
Total income from all sources (including contributions)2019-12-31$9,028,273
Total of all expenses incurred2019-12-31$1,918,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,763,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,944,801
Value of total assets at end of year2019-12-31$41,927,161
Value of total assets at beginning of year2019-12-31$34,788,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$154,857
Total interest from all sources2019-12-31$423
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,562,911
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$1,562,911
Administrative expenses professional fees incurred2019-12-31$17,848
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$102,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$58,925
Other income not declared elsewhere2019-12-31$15,900
Administrative expenses (other) incurred2019-12-31$44,204
Liabilities. Value of operating payables at end of year2019-12-31$74,687
Liabilities. Value of operating payables at beginning of year2019-12-31$46,094
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$7,109,620
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,852,474
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,742,854
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$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,234,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,489,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$276,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$196,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$196,298
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,122,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,947,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,502,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,944,801
Employer contributions (assets) at end of year2019-12-31$191,674
Employer contributions (assets) at beginning of year2019-12-31$96,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,763,796
Contract administrator fees2019-12-31$57,805
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,173
Total unrealized appreciation/depreciation of assets2018-12-31$-2,173
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$76,734
Total income from all sources (including contributions)2018-12-31$634,194
Total of all expenses incurred2018-12-31$1,869,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,735,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,915,527
Value of total assets at end of year2018-12-31$34,788,948
Value of total assets at beginning of year2018-12-31$36,054,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$133,246
Total interest from all sources2018-12-31$90
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,854,946
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$1,854,946
Administrative expenses professional fees incurred2018-12-31$15,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$58,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$32,734
Administrative expenses (other) incurred2018-12-31$23,582
Liabilities. Value of operating payables at end of year2018-12-31$46,094
Liabilities. Value of operating payables at beginning of year2018-12-31$76,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,234,856
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,742,854
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,977,710
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$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,489,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,058,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$196,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$117,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$117,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,947,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,661,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,134,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,915,527
Employer contributions (assets) at end of year2018-12-31$96,154
Employer contributions (assets) at beginning of year2018-12-31$184,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,735,804
Contract administrator fees2018-12-31$59,164
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
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 name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$125,911
Total unrealized appreciation/depreciation of assets2017-12-31$125,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$76,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$40,238
Total income from all sources (including contributions)2017-12-31$6,719,426
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,267,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,129,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,472,814
Value of total assets at end of year2017-12-31$36,054,444
Value of total assets at beginning of year2017-12-31$32,566,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,746
Total interest from all sources2017-12-31$84
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,504,038
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$1,504,038
Administrative expenses professional fees incurred2017-12-31$19,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$32,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$72,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$31,786
Liabilities. Value of operating payables at end of year2017-12-31$76,734
Liabilities. Value of operating payables at beginning of year2017-12-31$40,238
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$3,451,433
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,977,710
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,526,277
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$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,058,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,927,764
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$117,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$181,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$181,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,661,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,263,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,616,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,472,814
Employer contributions (assets) at end of year2017-12-31$184,436
Employer contributions (assets) at beginning of year2017-12-31$121,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,129,247
Contract administrator fees2017-12-31$52,710
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
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 name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$85,254
Total unrealized appreciation/depreciation of assets2016-12-31$85,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$40,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,093
Total income from all sources (including contributions)2016-12-31$3,527,527
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,256,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,124,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,148,999
Value of total assets at end of year2016-12-31$32,566,515
Value of total assets at beginning of year2016-12-31$33,283,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$132,498
Total interest from all sources2016-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,109,430
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$1,109,430
Administrative expenses professional fees incurred2016-12-31$15,616
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$72,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$50,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$2,807
Administrative expenses (other) incurred2016-12-31$31,372
Liabilities. Value of operating payables at end of year2016-12-31$40,238
Liabilities. Value of operating payables at beginning of year2016-12-31$28,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-729,124
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,526,277
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,255,401
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$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$25,927,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,397,248
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$181,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$155,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$155,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$77
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,263,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,593,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,180,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$1,148,999
Employer contributions (assets) at end of year2016-12-31$121,680
Employer contributions (assets) at beginning of year2016-12-31$86,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,124,153
Contract administrator fees2016-12-31$50,510
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2016-12-31060931761
2015 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-92,138
Total unrealized appreciation/depreciation of assets2015-12-31$-92,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,570
Total income from all sources (including contributions)2015-12-31$2,293,061
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,090,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,940,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,263,514
Value of total assets at end of year2015-12-31$33,283,494
Value of total assets at beginning of year2015-12-31$34,064,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$150,365
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,609,195
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$1,609,195
Administrative expenses professional fees incurred2015-12-31$35,505
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,615,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$50,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$54,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$26,759
Administrative expenses (other) incurred2015-12-31$29,287
Liabilities. Value of operating payables at end of year2015-12-31$28,093
Liabilities. Value of operating payables at beginning of year2015-12-31$11,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-797,604
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,255,401
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,053,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,397,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,821,372
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$2,274,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$155,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,224,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,224,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,593,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-514,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,263,514
Employer contributions (assets) at end of year2015-12-31$86,785
Employer contributions (assets) at beginning of year2015-12-31$73,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,940,300
Contract administrator fees2015-12-31$50,573
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
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 name2015-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2015-12-31060931761
2014 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,980
Total income from all sources (including contributions)2014-12-31$3,577,770
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,974,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,788,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,333,689
Value of total assets at end of year2014-12-31$34,064,575
Value of total assets at beginning of year2014-12-31$32,468,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$186,103
Total interest from all sources2014-12-31$231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,519,702
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$1,519,702
Administrative expenses professional fees incurred2014-12-31$38,634
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,286,930
Amount contributed by the employer to the plan for this plan year2014-12-31$1,286,930
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,615,408
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$46,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$54,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$49,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$289,977
Administrative expenses (other) incurred2014-12-31$28,113
Liabilities. Value of operating payables at end of year2014-12-31$11,570
Liabilities. Value of operating payables at beginning of year2014-12-31$17,980
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$1,602,930
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,053,005
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,450,075
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$55,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,821,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,357,240
Value of interest in common/collective trusts at end of year2014-12-31$2,274,959
Value of interest in common/collective trusts at beginning of year2014-12-31$1,850,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,224,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,139,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,139,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$377,255
Net investment gain or loss from common/collective trusts2014-12-31$56,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,286,930
Employer contributions (assets) at end of year2014-12-31$73,594
Employer contributions (assets) at beginning of year2014-12-31$70,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,788,737
Contract administrator fees2014-12-31$63,469
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
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 name2014-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2014-12-31060931761
2013 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,369
Total income from all sources (including contributions)2013-12-31$6,639,183
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,085,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,885,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,171,370
Value of total assets at end of year2013-12-31$32,468,055
Value of total assets at beginning of year2013-12-31$27,926,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$199,578
Total interest from all sources2013-12-31$3,150
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,174,210
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$1,174,210
Administrative expenses professional fees incurred2013-12-31$32,574
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,055,324
Amount contributed by the employer to the plan for this plan year2013-12-31$1,055,324
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$116,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$49,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$18,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$27,315
Liabilities. Value of operating payables at end of year2013-12-31$17,980
Liabilities. Value of operating payables at beginning of year2013-12-31$30,369
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$4,553,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,450,075
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,896,121
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$75,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$29,357,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,284,082
Value of interest in common/collective trusts at end of year2013-12-31$1,850,860
Value of interest in common/collective trusts at beginning of year2013-12-31$2,012,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,139,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,483,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,483,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,304,883
Net investment gain or loss from common/collective trusts2013-12-31$-14,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,055,324
Employer contributions (assets) at end of year2013-12-31$70,907
Employer contributions (assets) at beginning of year2013-12-31$128,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,885,651
Contract administrator fees2013-12-31$64,000
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
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 name2013-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2013-12-31060931761
2012 : I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148,921
Total income from all sources (including contributions)2012-12-31$5,198,975
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,192,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,779,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,645,557
Value of total assets at end of year2012-12-31$27,926,490
Value of total assets at beginning of year2012-12-31$25,038,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$412,640
Total interest from all sources2012-12-31$544
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$669,989
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$669,989
Administrative expenses professional fees incurred2012-12-31$52,943
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,372,869
Amount contributed by the employer to the plan for this plan year2012-12-31$1,372,869
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$272,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$18,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$142,452
Other income not declared elsewhere2012-12-31$80,856
Administrative expenses (other) incurred2012-12-31$203,673
Liabilities. Value of operating payables at end of year2012-12-31$30,369
Liabilities. Value of operating payables at beginning of year2012-12-31$6,469
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$3,006,790
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,896,121
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,889,331
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$94,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$24,284,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,722,066
Value of interest in common/collective trusts at end of year2012-12-31$2,012,611
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,483,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,198,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,198,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,755,045
Net investment gain or loss from common/collective trusts2012-12-31$46,984
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$1,372,869
Employer contributions (assets) at end of year2012-12-31$128,142
Employer contributions (assets) at beginning of year2012-12-31$89,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,779,545
Contract administrator fees2012-12-31$61,414
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2012-12-31060931761

Form 5500 Responses for I.B.E.W. LOCAL 1253 RETIREMENT PLAN

2022: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
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: I.B.E.W. LOCAL 1253 RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Number of Individuals Covered47
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894141-087
Policy instance 1
Insurance contract or identification number894141-087
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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