TRUSTEES OF IBEW LOCAL 7 NO 7 PENSION PLAN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: IBEW LOCAL NO.7 PENSION PLAN 2023 401k membership |
|---|
| Current value of assets | 2023-05-31 | 64,430,557 |
| Acturial value of assets for funding standard account | 2023-05-31 | 66,453,270 |
| Accrued liability for plan using immediate gains methods | 2023-05-31 | 68,454,248 |
| Accrued liability under unit credit cost method | 2023-05-31 | 68,454,248 |
| RPA 94 current liability | 2023-05-31 | 159,006,758 |
| Expected increase in current liability due to benefits accruing during the plan year | 2023-05-31 | 8,621,330 |
| Expected release from RPA 94 current liability for plan year | 2023-05-31 | 4,724,600 |
| Expected plan disbursements for the plan year | 2023-05-31 | 4,889,600 |
| Current value of assets | 2023-05-31 | 64,430,557 |
| Number of retired participants and beneficiaries receiving payment | 2023-05-31 | 335 |
| Current liability for retired participants and beneficiaries receiving payment | 2023-05-31 | 48,119,156 |
| Number of terminated vested participants | 2023-05-31 | 239 |
| Current liability for terminated vested participants | 2023-05-31 | 21,285,196 |
| Current liability for active participants non vested benefits | 2023-05-31 | 33,627,569 |
| Current liability for active participants vested benefits | 2023-05-31 | 55,974,837 |
| Total number of active articipats | 2023-05-31 | 564 |
| Current liability for active participants | 2023-05-31 | 89,602,406 |
| Total participant count with liabilities | 2023-05-31 | 1,138 |
| Total current liabilitoes for participants with libailities | 2023-05-31 | 159,006,758 |
| Total employer contributions in plan year | 2023-05-31 | 6,284,024 |
| Total employee contributions in plan year | 2023-05-31 | 0 |
| Prior year funding deficiency | 2023-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2023-05-31 | 2,380,101 |
| Prior year credit balance | 2023-05-31 | 22,242,907 |
| Amortization credits as of valuation date | 2023-05-31 | 387,265 |
| 2022: IBEW LOCAL NO.7 PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 1,132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 601 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 271 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 253 |
| Total of all active and inactive participants | 2022-06-01 | 1,125 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 66 |
| Total participants | 2022-06-01 | 1,191 |
| Number of employers contributing to the scheme | 2022-06-01 | 35 |
| Current value of assets | 2022-05-31 | 65,257,452 |
| Acturial value of assets for funding standard account | 2022-05-31 | 60,598,976 |
| Accrued liability for plan using immediate gains methods | 2022-05-31 | 60,768,245 |
| Accrued liability under unit credit cost method | 2022-05-31 | 60,768,245 |
| RPA 94 current liability | 2022-05-31 | 136,796,332 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-05-31 | 8,227,948 |
| Expected release from RPA 94 current liability for plan year | 2022-05-31 | 3,947,647 |
| Expected plan disbursements for the plan year | 2022-05-31 | 4,101,647 |
| Current value of assets | 2022-05-31 | 65,257,452 |
| Number of retired participants and beneficiaries receiving payment | 2022-05-31 | 322 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-05-31 | 42,333,326 |
| Number of terminated vested participants | 2022-05-31 | 240 |
| Current liability for terminated vested participants | 2022-05-31 | 20,662,455 |
| Current liability for active participants non vested benefits | 2022-05-31 | 21,104,896 |
| Current liability for active participants vested benefits | 2022-05-31 | 52,695,655 |
| Total number of active articipats | 2022-05-31 | 576 |
| Current liability for active participants | 2022-05-31 | 73,800,551 |
| Total participant count with liabilities | 2022-05-31 | 1,138 |
| Total current liabilitoes for participants with libailities | 2022-05-31 | 136,796,332 |
| Total employer contributions in plan year | 2022-05-31 | 5,553,822 |
| Prior year funding deficiency | 2022-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-05-31 | 2,318,826 |
| Prior year credit balance | 2022-05-31 | 20,487,806 |
| Amortization credits as of valuation date | 2022-05-31 | 521,924 |
| 2021: IBEW LOCAL NO.7 PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 1,131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 564 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 266 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 236 |
| Total of all active and inactive participants | 2021-06-01 | 1,066 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 66 |
| Total participants | 2021-06-01 | 1,132 |
| Number of employers contributing to the scheme | 2021-06-01 | 36 |
| Current value of assets | 2021-05-31 | 52,345,799 |
| Acturial value of assets for funding standard account | 2021-05-31 | 53,892,873 |
| Accrued liability for plan using immediate gains methods | 2021-05-31 | 54,638,834 |
| Accrued liability under unit credit cost method | 2021-05-31 | 54,638,834 |
| RPA 94 current liability | 2021-05-31 | 115,869,795 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-05-31 | 5,961,487 |
| Expected release from RPA 94 current liability for plan year | 2021-05-31 | 3,501,914 |
| Expected plan disbursements for the plan year | 2021-05-31 | 3,656,914 |
| Current value of assets | 2021-05-31 | 52,345,799 |
| Number of retired participants and beneficiaries receiving payment | 2021-05-31 | 316 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-05-31 | 36,323,910 |
| Number of terminated vested participants | 2021-05-31 | 230 |
| Current liability for terminated vested participants | 2021-05-31 | 17,961,761 |
| Current liability for active participants non vested benefits | 2021-05-31 | 15,245,637 |
| Current liability for active participants vested benefits | 2021-05-31 | 46,338,487 |
| Total number of active articipats | 2021-05-31 | 557 |
| Current liability for active participants | 2021-05-31 | 61,584,124 |
| Total participant count with liabilities | 2021-05-31 | 1,103 |
| Total current liabilitoes for participants with libailities | 2021-05-31 | 115,869,795 |
| Total employer contributions in plan year | 2021-05-31 | 4,989,200 |
| Total employee contributions in plan year | 2021-05-31 | 0 |
| Prior year funding deficiency | 2021-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-05-31 | 1,875,295 |
| Prior year credit balance | 2021-05-31 | 18,747,266 |
| Amortization credits as of valuation date | 2021-05-31 | 492,848 |
| 2020: IBEW LOCAL NO.7 PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 1,099 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 576 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 258 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 234 |
| Total of all active and inactive participants | 2020-06-01 | 1,068 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 63 |
| Total participants | 2020-06-01 | 1,131 |
| Number of employers contributing to the scheme | 2020-06-01 | 31 |
| Current value of assets | 2020-05-31 | 47,144,726 |
| Acturial value of assets for funding standard account | 2020-05-31 | 49,336,317 |
| Accrued liability for plan using immediate gains methods | 2020-05-31 | 51,557,500 |
| Accrued liability under unit credit cost method | 2020-05-31 | 51,557,500 |
| RPA 94 current liability | 2020-05-31 | 102,991,850 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-05-31 | 4,697,555 |
| Expected release from RPA 94 current liability for plan year | 2020-05-31 | 3,299,481 |
| Expected plan disbursements for the plan year | 2020-05-31 | 3,454,481 |
| Current value of assets | 2020-05-31 | 47,144,726 |
| Number of retired participants and beneficiaries receiving payment | 2020-05-31 | 310 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-05-31 | 33,004,969 |
| Number of terminated vested participants | 2020-05-31 | 228 |
| Current liability for terminated vested participants | 2020-05-31 | 15,927,432 |
| Current liability for active participants non vested benefits | 2020-05-31 | 12,866,837 |
| Current liability for active participants vested benefits | 2020-05-31 | 41,192,612 |
| Total number of active articipats | 2020-05-31 | 534 |
| Current liability for active participants | 2020-05-31 | 54,059,449 |
| Total participant count with liabilities | 2020-05-31 | 1,072 |
| Total current liabilitoes for participants with libailities | 2020-05-31 | 102,991,850 |
| Total employer contributions in plan year | 2020-05-31 | 5,121,049 |
| Total employee contributions in plan year | 2020-05-31 | 0 |
| Prior year funding deficiency | 2020-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-05-31 | 1,692,188 |
| Prior year credit balance | 2020-05-31 | 16,776,597 |
| Amortization credits as of valuation date | 2020-05-31 | 492,848 |
| 2019: IBEW LOCAL NO.7 PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 1,069 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 557 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 249 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 228 |
| Total of all active and inactive participants | 2019-06-01 | 1,034 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 65 |
| Total participants | 2019-06-01 | 1,099 |
| Number of employers contributing to the scheme | 2019-06-01 | 31 |
| Current value of assets | 2019-05-31 | 44,694,455 |
| Acturial value of assets for funding standard account | 2019-05-31 | 45,078,672 |
| Accrued liability for plan using immediate gains methods | 2019-05-31 | 48,628,749 |
| Accrued liability under unit credit cost method | 2019-05-31 | 48,628,749 |
| RPA 94 current liability | 2019-05-31 | 98,843,552 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-05-31 | 5,775,399 |
| Expected release from RPA 94 current liability for plan year | 2019-05-31 | 3,051,244 |
| Expected plan disbursements for the plan year | 2019-05-31 | 3,191,244 |
| Current value of assets | 2019-05-31 | 44,694,455 |
| Number of retired participants and beneficiaries receiving payment | 2019-05-31 | 300 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-05-31 | 30,776,373 |
| Number of terminated vested participants | 2019-05-31 | 227 |
| Current liability for terminated vested participants | 2019-05-31 | 15,802,576 |
| Current liability for active participants non vested benefits | 2019-05-31 | 12,056,211 |
| Current liability for active participants vested benefits | 2019-05-31 | 40,208,392 |
| Total number of active articipats | 2019-05-31 | 505 |
| Current liability for active participants | 2019-05-31 | 52,264,603 |
| Total participant count with liabilities | 2019-05-31 | 1,032 |
| Total current liabilitoes for participants with libailities | 2019-05-31 | 98,843,552 |
| Total employer contributions in plan year | 2019-05-31 | 4,602,391 |
| Total employee contributions in plan year | 2019-05-31 | 0 |
| Prior year funding deficiency | 2019-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-05-31 | 1,943,591 |
| Prior year credit balance | 2019-05-31 | 15,440,656 |
| Amortization credits as of valuation date | 2019-05-31 | 492,851 |
| 2018: IBEW LOCAL NO.7 PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 1,029 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 534 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 242 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 226 |
| Total of all active and inactive participants | 2018-06-01 | 1,002 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 67 |
| Total participants | 2018-06-01 | 1,069 |
| Number of employers contributing to the scheme | 2018-06-01 | 40 |
| Current value of assets | 2018-05-31 | 38,794,043 |
| Acturial value of assets for funding standard account | 2018-05-31 | 40,154,978 |
| Accrued liability for plan using immediate gains methods | 2018-05-31 | 45,330,686 |
| Accrued liability under unit credit cost method | 2018-05-31 | 45,330,686 |
| RPA 94 current liability | 2018-05-31 | 87,972,679 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-05-31 | 4,300,755 |
| Expected release from RPA 94 current liability for plan year | 2018-05-31 | 2,851,381 |
| Expected plan disbursements for the plan year | 2018-05-31 | 2,991,381 |
| Current value of assets | 2018-05-31 | 38,794,043 |
| Number of retired participants and beneficiaries receiving payment | 2018-05-31 | 302 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-05-31 | 28,635,871 |
| Number of terminated vested participants | 2018-05-31 | 229 |
| Current liability for terminated vested participants | 2018-05-31 | 14,562,196 |
| Current liability for active participants non vested benefits | 2018-05-31 | 10,426,018 |
| Current liability for active participants vested benefits | 2018-05-31 | 34,348,594 |
| Total number of active articipats | 2018-05-31 | 446 |
| Current liability for active participants | 2018-05-31 | 44,774,612 |
| Total participant count with liabilities | 2018-05-31 | 977 |
| Total current liabilitoes for participants with libailities | 2018-05-31 | 87,972,679 |
| Total employer contributions in plan year | 2018-05-31 | 5,427,570 |
| Total employee contributions in plan year | 2018-05-31 | 0 |
| Prior year funding deficiency | 2018-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-05-31 | 1,644,497 |
| Prior year credit balance | 2018-05-31 | 13,304,184 |
| Amortization credits as of valuation date | 2018-05-31 | 615,889 |
| 2017: IBEW LOCAL NO.7 PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 975 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 505 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 233 |
| Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 226 |
| Total of all active and inactive participants | 2017-06-01 | 964 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 65 |
| Total participants | 2017-06-01 | 1,029 |
| Number of employers contributing to the scheme | 2017-06-01 | 40 |
| Current value of assets | 2017-05-31 | 34,060,928 |
| Acturial value of assets for funding standard account | 2017-05-31 | 36,834,825 |
| Accrued liability for plan using immediate gains methods | 2017-05-31 | 42,964,234 |
| Accrued liability under unit credit cost method | 2017-05-31 | 42,964,234 |
| RPA 94 current liability | 2017-05-31 | 80,939,882 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-05-31 | 3,396,906 |
| Expected release from RPA 94 current liability for plan year | 2017-05-31 | 2,736,119 |
| Expected plan disbursements for the plan year | 2017-05-31 | 2,876,119 |
| Current value of assets | 2017-05-31 | 34,060,928 |
| Number of retired participants and beneficiaries receiving payment | 2017-05-31 | 300 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-05-31 | 28,446,222 |
| Number of terminated vested participants | 2017-05-31 | 233 |
| Current liability for terminated vested participants | 2017-05-31 | 14,069,349 |
| Current liability for active participants non vested benefits | 2017-05-31 | 8,928,663 |
| Current liability for active participants vested benefits | 2017-05-31 | 29,495,648 |
| Total number of active articipats | 2017-05-31 | 407 |
| Current liability for active participants | 2017-05-31 | 38,424,311 |
| Total participant count with liabilities | 2017-05-31 | 940 |
| Total current liabilitoes for participants with libailities | 2017-05-31 | 80,939,882 |
| Total employer contributions in plan year | 2017-05-31 | 3,802,514 |
| Total employee contributions in plan year | 2017-05-31 | 0 |
| Prior year funding deficiency | 2017-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-05-31 | 1,352,324 |
| Prior year credit balance | 2017-05-31 | 12,154,383 |
| Amortization credits as of valuation date | 2017-05-31 | 938,836 |
| 2016: IBEW LOCAL NO.7 PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 938 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 446 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 238 |
| Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 228 |
| Total of all active and inactive participants | 2016-06-01 | 912 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 63 |
| Total participants | 2016-06-01 | 975 |
| Number of employers contributing to the scheme | 2016-06-01 | 40 |
| Current value of assets | 2016-05-31 | 33,846,094 |
| Acturial value of assets for funding standard account | 2016-05-31 | 35,164,982 |
| Accrued liability for plan using immediate gains methods | 2016-05-31 | 38,027,247 |
| Accrued liability under unit credit cost method | 2016-05-31 | 38,027,247 |
| RPA 94 current liability | 2016-05-31 | 69,950,774 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-05-31 | 3,524,721 |
| Expected release from RPA 94 current liability for plan year | 2016-05-31 | 2,534,374 |
| Expected plan disbursements for the plan year | 2016-05-31 | 2,674,374 |
| Current value of assets | 2016-05-31 | 33,846,094 |
| Number of retired participants and beneficiaries receiving payment | 2016-05-31 | 299 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-05-31 | 27,928,910 |
| Number of terminated vested participants | 2016-05-31 | 231 |
| Current liability for terminated vested participants | 2016-05-31 | 13,179,016 |
| Current liability for active participants non vested benefits | 2016-05-31 | 2,914,555 |
| Current liability for active participants vested benefits | 2016-05-31 | 25,928,293 |
| Total number of active articipats | 2016-05-31 | 405 |
| Current liability for active participants | 2016-05-31 | 28,842,848 |
| Total participant count with liabilities | 2016-05-31 | 935 |
| Total current liabilitoes for participants with libailities | 2016-05-31 | 69,950,774 |
| Total employer contributions in plan year | 2016-05-31 | 2,845,500 |
| Total employee contributions in plan year | 2016-05-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-05-31 | 1,479,237 |
| Prior year credit balance | 2016-05-31 | 11,671,461 |
| Amortization credits as of valuation date | 2016-05-31 | 938,836 |
| 2015: IBEW LOCAL NO.7 PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 934 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 407 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 239 |
| Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 231 |
| Total of all active and inactive participants | 2015-06-01 | 877 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 61 |
| Total participants | 2015-06-01 | 938 |
| Number of employers contributing to the scheme | 2015-06-01 | 49 |
| Current value of assets | 2015-05-31 | 31,343,545 |
| Acturial value of assets for funding standard account | 2015-05-31 | 32,664,505 |
| Accrued liability for plan using immediate gains methods | 2015-05-31 | 36,252,335 |
| Accrued liability under unit credit cost method | 2015-05-31 | 36,252,335 |
| RPA 94 current liability | 2015-05-31 | 64,248,464 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-05-31 | 1,990,752 |
| Expected release from RPA 94 current liability for plan year | 2015-05-31 | 2,431,715 |
| Expected plan disbursements for the plan year | 2015-05-31 | 2,546,715 |
| Current value of assets | 2015-05-31 | 31,343,545 |
| Number of retired participants and beneficiaries receiving payment | 2015-05-31 | 296 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-05-31 | 26,327,190 |
| Number of terminated vested participants | 2015-05-31 | 225 |
| Current liability for terminated vested participants | 2015-05-31 | 11,759,642 |
| Current liability for active participants non vested benefits | 2015-05-31 | 2,674,389 |
| Current liability for active participants vested benefits | 2015-05-31 | 23,487,243 |
| Total number of active articipats | 2015-05-31 | 394 |
| Current liability for active participants | 2015-05-31 | 26,161,632 |
| Total participant count with liabilities | 2015-05-31 | 915 |
| Total current liabilitoes for participants with libailities | 2015-05-31 | 64,248,464 |
| Total employer contributions in plan year | 2015-05-31 | 2,842,637 |
| Total employee contributions in plan year | 2015-05-31 | 0 |
| 2014: IBEW LOCAL NO.7 PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 900 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 394 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 296 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 225 |
| Total of all active and inactive participants | 2014-06-01 | 915 |
| Total participants | 2014-06-01 | 915 |
| Number of employers contributing to the scheme | 2014-06-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 62 |
| Current value of assets | 2014-05-31 | 27,641,873 |
| Acturial value of assets for funding standard account | 2014-05-31 | 30,449,438 |
| Accrued liability for plan using immediate gains methods | 2014-05-31 | 35,005,113 |
| Accrued liability under unit credit cost method | 2014-05-31 | 35,005,113 |
| RPA 94 current liability | 2014-05-31 | 61,762,557 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-05-31 | 2,407,940 |
| Expected plan disbursements for the plan year | 2014-05-31 | 2,386,052 |
| Current value of assets | 2014-05-31 | 27,641,873 |
| Number of retired participants and beneficiaries receiving payment | 2014-05-31 | 294 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-05-31 | 26,304,206 |
| Number of terminated vested participants | 2014-05-31 | 220 |
| Current liability for terminated vested participants | 2014-05-31 | 10,934,590 |
| Current liability for active participants non vested benefits | 2014-05-31 | 3,091,399 |
| Current liability for active participants vested benefits | 2014-05-31 | 21,432,362 |
| Total number of active articipats | 2014-05-31 | 386 |
| Current liability for active participants | 2014-05-31 | 24,523,761 |
| Total participant count with liabilities | 2014-05-31 | 900 |
| Total current liabilitoes for participants with libailities | 2014-05-31 | 61,762,557 |
| Total employer contributions in plan year | 2014-05-31 | 2,624,828 |
| Total employee contributions in plan year | 2014-05-31 | 0 |
| 2013: IBEW LOCAL NO.7 PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 878 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 386 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 294 |
| Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 220 |
| Total of all active and inactive participants | 2013-06-01 | 900 |
| Total participants | 2013-06-01 | 900 |
| Number of employers contributing to the scheme | 2013-06-01 | 36 |
| 2012: IBEW LOCAL NO.7 PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 850 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 367 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 290 |
| Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 221 |
| Total of all active and inactive participants | 2012-06-01 | 878 |
| Total participants | 2012-06-01 | 878 |
| Number of employers contributing to the scheme | 2012-06-01 | 46 |
| 2011: IBEW LOCAL NO.7 PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 828 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 347 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 281 |
| Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 222 |
| Total of all active and inactive participants | 2011-06-01 | 850 |
| Total participants | 2011-06-01 | 850 |
| Number of employers contributing to the scheme | 2011-06-01 | 45 |
| 2010: IBEW LOCAL NO.7 PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 816 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 312 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 279 |
| Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 237 |
| Total of all active and inactive participants | 2010-06-01 | 828 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 0 |
| Total participants | 2010-06-01 | 828 |
| Number of employers contributing to the scheme | 2010-06-01 | 45 |
| 2009: IBEW LOCAL NO.7 PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 817 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 335 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 269 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 212 |
| Total of all active and inactive participants | 2009-06-01 | 816 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 816 |
| Number of employers contributing to the scheme | 2009-06-01 | 45 |
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL NO.7 PENSION PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-05-31 | $-785,215 |
| Total unrealized appreciation/depreciation of assets | 2023-05-31 | $-785,215 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $0 |
| Total income from all sources (including contributions) | 2023-05-31 | $6,922,565 |
| Total loss/gain on sale of assets | 2023-05-31 | $0 |
| Total of all expenses incurred | 2023-05-31 | $4,838,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $4,573,835 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $6,284,024 |
| Value of total assets at end of year | 2023-05-31 | $66,515,052 |
| Value of total assets at beginning of year | 2023-05-31 | $64,430,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $264,235 |
| Total interest from all sources | 2023-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $1,423,756 |
| Administrative expenses professional fees incurred | 2023-05-31 | $144,894 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Administrative expenses (other) incurred | 2023-05-31 | $4,880 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $2,084,495 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $66,515,052 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $64,430,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Investment advisory and management fees | 2023-05-31 | $57,081 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $57,294,420 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $56,644,267 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $9,220,632 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $7,786,290 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $7,786,290 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $6,284,024 |
| Income. Dividends from preferred stock | 2023-05-31 | $1,423,756 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $4,573,835 |
| Contract administrator fees | 2023-05-31 | $57,380 |
| Did the plan have assets held for investment | 2023-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | LAPIER DILLON AND ASSOCIATES PC |
| Accountancy firm EIN | 2023-05-31 | 320048525 |
| 2022 : IBEW LOCAL NO.7 PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-05-31 | $-2,399,580 |
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $-2,399,580 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
| Total income from all sources (including contributions) | 2022-05-31 | $3,319,037 |
| Total loss/gain on sale of assets | 2022-05-31 | $0 |
| Total of all expenses incurred | 2022-05-31 | $4,145,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $3,846,122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $5,553,822 |
| Value of total assets at end of year | 2022-05-31 | $64,430,557 |
| Value of total assets at beginning of year | 2022-05-31 | $65,257,452 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $299,810 |
| Total interest from all sources | 2022-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $164,795 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Administrative expenses professional fees incurred | 2022-05-31 | $65,546 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Administrative expenses (other) incurred | 2022-05-31 | $68,698 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-826,895 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $64,430,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $65,257,452 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Investment advisory and management fees | 2022-05-31 | $114,686 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $56,644,267 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $49,450,353 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $7,786,290 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $15,807,099 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $15,807,099 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $5,553,822 |
| Income. Dividends from preferred stock | 2022-05-31 | $164,795 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $3,846,122 |
| Contract administrator fees | 2022-05-31 | $50,880 |
| Did the plan have assets held for investment | 2022-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | LAPIER, DILLON & ASSOCIATES PC |
| Accountancy firm EIN | 2022-05-31 | 320048525 |
| 2021 : IBEW LOCAL NO.7 PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-05-31 | $10,652,834 |
| Total unrealized appreciation/depreciation of assets | 2021-05-31 | $10,652,834 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $0 |
| Total income from all sources (including contributions) | 2021-05-31 | $16,300,207 |
| Total loss/gain on sale of assets | 2021-05-31 | $0 |
| Total of all expenses incurred | 2021-05-31 | $3,388,554 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $3,188,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $4,989,200 |
| Value of total assets at end of year | 2021-05-31 | $65,257,452 |
| Value of total assets at beginning of year | 2021-05-31 | $52,345,799 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $200,183 |
| Total interest from all sources | 2021-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $658,173 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Administrative expenses professional fees incurred | 2021-05-31 | $47,444 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2021-05-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Administrative expenses (other) incurred | 2021-05-31 | $22,134 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $12,911,653 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $65,257,452 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $52,345,799 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Investment advisory and management fees | 2021-05-31 | $79,059 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $49,450,353 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $38,733,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $15,807,099 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $13,612,311 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $13,612,311 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $4,989,200 |
| Income. Dividends from preferred stock | 2021-05-31 | $658,173 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $3,188,371 |
| Contract administrator fees | 2021-05-31 | $51,546 |
| Did the plan have assets held for investment | 2021-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | LAPIER DILLON AND ASSOCIATES |
| Accountancy firm EIN | 2021-05-31 | 320048525 |
| 2020 : IBEW LOCAL NO.7 PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-05-31 | $2,683,489 |
| Total unrealized appreciation/depreciation of assets | 2020-05-31 | $2,683,489 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $0 |
| Total income from all sources (including contributions) | 2020-05-31 | $8,597,116 |
| Total loss/gain on sale of assets | 2020-05-31 | $0 |
| Total of all expenses incurred | 2020-05-31 | $3,396,043 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $3,033,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $5,121,049 |
| Value of total assets at end of year | 2020-05-31 | $52,345,799 |
| Value of total assets at beginning of year | 2020-05-31 | $47,144,726 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $362,191 |
| Total interest from all sources | 2020-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $792,578 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Administrative expenses professional fees incurred | 2020-05-31 | $56,938 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Administrative expenses (other) incurred | 2020-05-31 | $83,298 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $5,201,073 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $52,345,799 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $47,144,726 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Investment advisory and management fees | 2020-05-31 | $172,683 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $38,733,488 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $36,728,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $13,612,311 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $10,415,793 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $10,415,793 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $5,121,049 |
| Income. Dividends from preferred stock | 2020-05-31 | $792,578 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $3,033,852 |
| Contract administrator fees | 2020-05-31 | $49,272 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2020-05-31 | 320048525 |
| 2019 : IBEW LOCAL NO.7 PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-05-31 | $71,398 |
| Total unrealized appreciation/depreciation of assets | 2019-05-31 | $71,398 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $0 |
| Total income from all sources (including contributions) | 2019-05-31 | $5,411,069 |
| Total loss/gain on sale of assets | 2019-05-31 | $0 |
| Total of all expenses incurred | 2019-05-31 | $2,960,798 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $2,659,946 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $4,602,391 |
| Value of total assets at end of year | 2019-05-31 | $47,144,726 |
| Value of total assets at beginning of year | 2019-05-31 | $44,694,455 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $300,852 |
| Total interest from all sources | 2019-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $737,280 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Administrative expenses professional fees incurred | 2019-05-31 | $58,886 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-05-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Administrative expenses (other) incurred | 2019-05-31 | $45,664 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Value of net income/loss | 2019-05-31 | $2,450,271 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $47,144,726 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $44,694,455 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Investment advisory and management fees | 2019-05-31 | $148,466 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-31 | $36,728,933 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-31 | $34,562,302 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $10,415,793 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $10,132,153 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $10,132,153 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $4,602,391 |
| Income. Dividends from preferred stock | 2019-05-31 | $737,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $2,659,946 |
| Contract administrator fees | 2019-05-31 | $47,836 |
| Did the plan have assets held for investment | 2019-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
| Accountancy firm name | 2019-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2019-05-31 | 320048525 |
| 2018 : IBEW LOCAL NO.7 PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-05-31 | $2,739,566 |
| Total unrealized appreciation/depreciation of assets | 2018-05-31 | $2,739,566 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $0 |
| Total income from all sources (including contributions) | 2018-05-31 | $8,692,547 |
| Total loss/gain on sale of assets | 2018-05-31 | $0 |
| Total of all expenses incurred | 2018-05-31 | $2,792,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $2,516,751 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $5,427,570 |
| Value of total assets at end of year | 2018-05-31 | $44,694,455 |
| Value of total assets at beginning of year | 2018-05-31 | $38,794,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $275,384 |
| Total interest from all sources | 2018-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $525,411 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Administrative expenses professional fees incurred | 2018-05-31 | $53,288 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-05-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Administrative expenses (other) incurred | 2018-05-31 | $46,280 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $5,900,412 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $44,694,455 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $38,794,043 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Investment advisory and management fees | 2018-05-31 | $129,256 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $34,562,302 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $31,423,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $10,132,153 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $7,370,869 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $7,370,869 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $5,427,570 |
| Income. Dividends from preferred stock | 2018-05-31 | $525,411 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $2,516,751 |
| Contract administrator fees | 2018-05-31 | $46,560 |
| Did the plan have assets held for investment | 2018-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2018-05-31 | 320048525 |
| 2017 : IBEW LOCAL NO.7 PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-05-31 | $2,997,248 |
| Total unrealized appreciation/depreciation of assets | 2017-05-31 | $2,997,248 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $0 |
| Total income from all sources (including contributions) | 2017-05-31 | $7,464,218 |
| Total loss/gain on sale of assets | 2017-05-31 | $0 |
| Total of all expenses incurred | 2017-05-31 | $2,731,103 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $2,473,488 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $3,802,514 |
| Value of total assets at end of year | 2017-05-31 | $38,794,043 |
| Value of total assets at beginning of year | 2017-05-31 | $34,060,928 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $257,615 |
| Total interest from all sources | 2017-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $339,951 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Administrative expenses professional fees incurred | 2017-05-31 | $37,651 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Administrative expenses (other) incurred | 2017-05-31 | $43,024 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $4,733,115 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $38,794,043 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $34,060,928 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Investment advisory and management fees | 2017-05-31 | $131,150 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $31,423,174 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $31,525,170 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $7,370,869 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $2,535,758 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $2,535,758 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $324,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $3,802,514 |
| Income. Dividends from preferred stock | 2017-05-31 | $339,951 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $2,473,488 |
| Contract administrator fees | 2017-05-31 | $45,790 |
| Did the plan have assets held for investment | 2017-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2017-05-31 | 320048525 |
| 2016 : IBEW LOCAL NO.7 PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-05-31 | $-719,036 |
| Total unrealized appreciation/depreciation of assets | 2016-05-31 | $-719,036 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $0 |
| Total income from all sources (including contributions) | 2016-05-31 | $2,839,732 |
| Total loss/gain on sale of assets | 2016-05-31 | $0 |
| Total of all expenses incurred | 2016-05-31 | $2,624,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $2,355,496 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $2,845,500 |
| Value of total assets at end of year | 2016-05-31 | $34,060,928 |
| Value of total assets at beginning of year | 2016-05-31 | $33,846,094 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $269,402 |
| Total interest from all sources | 2016-05-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $538,317 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Administrative expenses professional fees incurred | 2016-05-31 | $56,997 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Administrative expenses (other) incurred | 2016-05-31 | $41,412 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $214,834 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $34,060,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $33,846,094 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Investment advisory and management fees | 2016-05-31 | $126,523 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $31,525,170 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $31,371,014 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $2,535,758 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $2,475,080 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $2,475,080 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $174,951 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $2,845,500 |
| Income. Dividends from preferred stock | 2016-05-31 | $538,317 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $2,355,496 |
| Contract administrator fees | 2016-05-31 | $44,470 |
| Did the plan have assets held for investment | 2016-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2016-05-31 | 320048525 |
| 2015 : IBEW LOCAL NO.7 PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-05-31 | $1,813,703 |
| Total unrealized appreciation/depreciation of assets | 2015-05-31 | $1,813,703 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $0 |
| Total income from all sources (including contributions) | 2015-05-31 | $5,025,126 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $2,522,577 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $2,252,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $2,842,637 |
| Value of total assets at end of year | 2015-05-31 | $33,846,094 |
| Value of total assets at beginning of year | 2015-05-31 | $31,343,545 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $269,619 |
| Total interest from all sources | 2015-05-31 | $264 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $368,522 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Administrative expenses professional fees incurred | 2015-05-31 | $66,576 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-05-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Administrative expenses (other) incurred | 2015-05-31 | $30,910 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $2,502,549 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $33,846,094 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $31,343,545 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Investment advisory and management fees | 2015-05-31 | $128,983 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $31,371,014 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $28,006,156 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $2,475,080 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $3,337,389 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $3,337,389 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $264 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $2,842,637 |
| Income. Dividends from preferred stock | 2015-05-31 | $368,522 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $2,252,958 |
| Contract administrator fees | 2015-05-31 | $43,150 |
| Did the plan have assets held for investment | 2015-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2015-05-31 | 320048525 |
| 2014 : IBEW LOCAL NO.7 PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-31 | $2,124,052 |
| Total unrealized appreciation/depreciation of assets | 2014-05-31 | $2,124,052 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $0 |
| Total income from all sources (including contributions) | 2014-05-31 | $6,169,591 |
| Total loss/gain on sale of assets | 2014-05-31 | $0 |
| Total of all expenses incurred | 2014-05-31 | $2,467,919 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $2,225,932 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $2,624,828 |
| Value of total assets at end of year | 2014-05-31 | $31,343,545 |
| Value of total assets at beginning of year | 2014-05-31 | $27,641,873 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $241,987 |
| Total interest from all sources | 2014-05-31 | $5,217 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $468,052 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Administrative expenses professional fees incurred | 2014-05-31 | $45,349 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Administrative expenses (other) incurred | 2014-05-31 | $26,438 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $3,701,672 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $31,343,545 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $27,641,873 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Investment advisory and management fees | 2014-05-31 | $128,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $28,006,156 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $24,444,073 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $3,337,389 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $3,197,800 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $3,197,800 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $5,217 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $947,442 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $2,624,828 |
| Income. Dividends from preferred stock | 2014-05-31 | $468,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $2,225,932 |
| Contract administrator fees | 2014-05-31 | $42,200 |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
| Accountancy firm name | 2014-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2014-05-31 | 320048525 |
| 2013 : IBEW LOCAL NO.7 PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $3,348,675 |
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $3,348,675 |
| Total income from all sources (including contributions) | 2013-05-31 | $6,546,803 |
| Total of all expenses incurred | 2013-05-31 | $2,386,260 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $2,160,104 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $2,690,542 |
| Value of total assets at end of year | 2013-05-31 | $27,641,873 |
| Value of total assets at beginning of year | 2013-05-31 | $23,481,329 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $226,156 |
| Total interest from all sources | 2013-05-31 | $196 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $441,542 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Administrative expenses professional fees incurred | 2013-05-31 | $59,076 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Administrative expenses (other) incurred | 2013-05-31 | $14,440 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $4,160,543 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $27,641,873 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $23,481,329 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Investment advisory and management fees | 2013-05-31 | $111,640 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $24,444,073 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $23,248,878 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $3,197,800 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $232,451 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $232,451 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $196 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $65,848 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $2,690,542 |
| Income. Dividends from preferred stock | 2013-05-31 | $441,542 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $2,160,104 |
| Contract administrator fees | 2013-05-31 | $41,000 |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
| Accountancy firm name | 2013-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2013-05-31 | 320048525 |
| 2012 : IBEW LOCAL NO.7 PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $-1,103,975 |
| Total unrealized appreciation/depreciation of assets | 2012-05-31 | $-1,103,975 |
| Total income from all sources (including contributions) | 2012-05-31 | $1,860,661 |
| Total of all expenses incurred | 2012-05-31 | $2,277,033 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $2,069,638 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $2,600,862 |
| Value of total assets at end of year | 2012-05-31 | $23,481,329 |
| Value of total assets at beginning of year | 2012-05-31 | $23,897,702 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $207,395 |
| Total interest from all sources | 2012-05-31 | $647 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $363,127 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Administrative expenses professional fees incurred | 2012-05-31 | $50,996 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Administrative expenses (other) incurred | 2012-05-31 | $32,512 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $-416,372 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $23,481,329 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $23,897,702 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Investment advisory and management fees | 2012-05-31 | $96,087 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $23,248,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $23,751,843 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $232,451 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $145,859 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $145,859 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $647 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $2,600,862 |
| Income. Dividends from preferred stock | 2012-05-31 | $363,127 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $2,069,638 |
| Contract administrator fees | 2012-05-31 | $27,800 |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
| Accountancy firm name | 2012-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2012-05-31 | 320048525 |
| 2011 : IBEW LOCAL NO.7 PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $3,305,141 |
| Total unrealized appreciation/depreciation of assets | 2011-05-31 | $3,305,141 |
| Total income from all sources (including contributions) | 2011-05-31 | $5,738,860 |
| Total of all expenses incurred | 2011-05-31 | $2,237,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $2,008,296 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $2,089,781 |
| Value of total assets at end of year | 2011-05-31 | $23,897,702 |
| Value of total assets at beginning of year | 2011-05-31 | $20,395,905 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $228,767 |
| Total interest from all sources | 2011-05-31 | $4,810 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $339,128 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Assets. Real estate other than employer real property at beginning of year | 2011-05-31 | $1,828,554 |
| Administrative expenses professional fees incurred | 2011-05-31 | $58,766 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Administrative expenses (other) incurred | 2011-05-31 | $21,836 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $3,501,797 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $23,897,702 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $20,395,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Investment advisory and management fees | 2011-05-31 | $110,165 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $23,751,843 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $18,533,381 |
| Interest earned on other investments | 2011-05-31 | $3,415 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $145,859 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $33,970 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $33,970 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $1,395 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $2,089,781 |
| Income. Dividends from preferred stock | 2011-05-31 | $339,128 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $2,008,296 |
| Contract administrator fees | 2011-05-31 | $38,000 |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
| Accountancy firm name | 2011-05-31 | NICHOLAS LAPIER CPA PC |
| Accountancy firm EIN | 2011-05-31 | 320048525 |
| 2010 : IBEW LOCAL NO.7 PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
