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NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 401k Plan overview

Plan NameNEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST
Plan identification number 001

NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST Benefits

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

401k Sponsoring company profile

NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST
Employer identification number (EIN):060962207
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRIAN T. MURPHY
0012016-01-01BRIAN T. MURPHY
0012015-01-01MILTON R.MOFFITT JR.
0012014-01-01MILTON R.MOFFITT JR.
0012013-01-01MILTON R.MOFFITT JR.
0012012-01-01JERRY L. BELANGER
0012011-01-01JERRY L. BELANGER
0012009-01-01MILTON MOFFITT JERRY L. BELANGER2010-10-05

Plan Statistics for NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST

401k plan membership statisitcs for NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2022: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-018,161
Total number of active participants reported on line 7a of the Form 55002022-01-018,403
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01190
Total of all active and inactive participants2022-01-018,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01100
Total participants2022-01-018,698
Number of participants with account balances2022-01-017,164
Number of employers contributing to the scheme2022-01-01197
2021: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-017,063
Total number of active participants reported on line 7a of the Form 55002021-01-017,904
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01173
Total of all active and inactive participants2021-01-018,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0181
Total participants2021-01-018,161
Number of participants with account balances2021-01-017,111
Number of employers contributing to the scheme2021-01-01171
2020: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-016,576
Total number of active participants reported on line 7a of the Form 55002020-01-016,823
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-016,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0168
Total participants2020-01-017,063
Number of participants with account balances2020-01-016,312
Number of employers contributing to the scheme2020-01-01122
2019: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-015,956
Total number of active participants reported on line 7a of the Form 55002019-01-016,345
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01170
Total of all active and inactive participants2019-01-016,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0155
Total participants2019-01-016,576
Number of participants with account balances2019-01-015,982
Number of employers contributing to the scheme2019-01-01108
2018: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-015,395
Total number of active participants reported on line 7a of the Form 55002018-01-015,735
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01170
Total of all active and inactive participants2018-01-015,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0144
Total participants2018-01-015,956
Number of participants with account balances2018-01-015,474
Number of employers contributing to the scheme2018-01-01125
2017: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-014,957
Total number of active participants reported on line 7a of the Form 55002017-01-015,167
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-015,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0132
Total participants2017-01-015,395
Number of participants with account balances2017-01-015,033
Number of employers contributing to the scheme2017-01-01100
2016: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-014,650
Total number of active participants reported on line 7a of the Form 55002016-01-014,745
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01184
Total of all active and inactive participants2016-01-014,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-014,957
Number of participants with account balances2016-01-014,708
Number of employers contributing to the scheme2016-01-0188
2015: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-015,085
Total number of active participants reported on line 7a of the Form 55002015-01-014,434
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01206
Total of all active and inactive participants2015-01-014,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-014,650
Number of participants with account balances2015-01-014,572
Number of employers contributing to the scheme2015-01-0190
2014: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-014,887
Total number of active participants reported on line 7a of the Form 55002014-01-014,967
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-015,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-015,085
Number of participants with account balances2014-01-014,478
Number of employers contributing to the scheme2014-01-0194
2013: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014,472
Total number of active participants reported on line 7a of the Form 55002013-01-014,670
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01212
Total of all active and inactive participants2013-01-014,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-014,887
Number of participants with account balances2013-01-014,225
Number of employers contributing to the scheme2013-01-01115
2012: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014,159
Total number of active participants reported on line 7a of the Form 55002012-01-013,878
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01589
Total of all active and inactive participants2012-01-014,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-014,472
Number of participants with account balances2012-01-013,794
Number of employers contributing to the scheme2012-01-01134
2011: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013,547
Total number of active participants reported on line 7a of the Form 55002011-01-013,923
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01228
Total of all active and inactive participants2011-01-014,159
Total participants2011-01-014,159
Number of participants with account balances2011-01-013,345
Number of employers contributing to the scheme2011-01-01130
2009: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013,338
Total number of active participants reported on line 7a of the Form 55002009-01-013,205
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01192
Total of all active and inactive participants2009-01-013,407
Total participants2009-01-013,407
Number of participants with account balances2009-01-012,668
Number of employers contributing to the scheme2009-01-01115

Financial Data on NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2022 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,216,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$964,318
Total income from all sources (including contributions)2022-12-31$-25,284,169
Total of all expenses incurred2022-12-31$25,300,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,787,034
Expenses. Certain deemed distributions of participant loans2022-12-31$802,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$65,666,015
Value of total assets at end of year2022-12-31$607,503,917
Value of total assets at beginning of year2022-12-31$654,836,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$711,515
Total interest from all sources2022-12-31$738,005
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,643,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,643,408
Administrative expenses professional fees incurred2022-12-31$197,362
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$11,099,889
Participant contributions at beginning of year2022-12-31$10,473,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$24,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$24,033
Other income not declared elsewhere2022-12-31$7,886
Administrative expenses (other) incurred2022-12-31$93,401
Liabilities. Value of operating payables at end of year2022-12-31$4,192,682
Liabilities. Value of operating payables at beginning of year2022-12-31$940,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,584,975
Value of net assets at end of year (total assets less liabilities)2022-12-31$603,287,202
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$653,872,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$288,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$426,177,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$493,556,194
Interest on participant loans2022-12-31$737,847
Value of interest in common/collective trusts at end of year2022-12-31$140,723,150
Value of interest in common/collective trusts at beginning of year2022-12-31$138,253,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,756,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,168,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,168,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-96,569,885
Net investment gain or loss from common/collective trusts2022-12-31$-3,769,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$65,666,015
Employer contributions (assets) at end of year2022-12-31$14,746,529
Employer contributions (assets) at beginning of year2022-12-31$7,385,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$23,787,034
Contract administrator fees2022-12-31$132,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$964,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,721,189
Total income from all sources (including contributions)2021-12-31$129,266,876
Total of all expenses incurred2021-12-31$28,165,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,156,986
Expenses. Certain deemed distributions of participant loans2021-12-31$1,495,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$61,670,037
Value of total assets at end of year2021-12-31$654,836,495
Value of total assets at beginning of year2021-12-31$554,492,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$513,415
Total interest from all sources2021-12-31$708,050
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,724,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,724,606
Administrative expenses professional fees incurred2021-12-31$165,302
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$61,670,037
Amount contributed by the employer to the plan for this plan year2021-12-31$61,670,037
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$10,473,511
Participant contributions at beginning of year2021-12-31$11,307,662
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$48,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$24,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$24,033
Other income not declared elsewhere2021-12-31$274,071
Administrative expenses (other) incurred2021-12-31$86,563
Liabilities. Value of operating payables at end of year2021-12-31$940,285
Liabilities. Value of operating payables at beginning of year2021-12-31$1,697,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$101,101,338
Value of net assets at end of year (total assets less liabilities)2021-12-31$653,872,177
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$552,770,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$132,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$493,556,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$399,015,765
Interest on participant loans2021-12-31$707,672
Value of interest in common/collective trusts at end of year2021-12-31$138,253,033
Value of interest in common/collective trusts at beginning of year2021-12-31$130,828,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,168,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,688,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,688,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,334,499
Net investment gain or loss from common/collective trusts2021-12-31$7,555,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$61,665,702
Employer contributions (assets) at end of year2021-12-31$7,385,666
Employer contributions (assets) at beginning of year2021-12-31$9,602,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,156,986
Contract administrator fees2021-12-31$129,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,721,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,240,139
Total income from all sources (including contributions)2020-12-31$116,379,406
Total of all expenses incurred2020-12-31$18,693,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,585,066
Expenses. Certain deemed distributions of participant loans2020-12-31$738,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$57,955,974
Value of total assets at end of year2020-12-31$554,492,028
Value of total assets at beginning of year2020-12-31$456,324,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$369,181
Total interest from all sources2020-12-31$658,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,011,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,011,136
Administrative expenses professional fees incurred2020-12-31$176,899
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$57,955,974
Amount contributed by the employer to the plan for this plan year2020-12-31$57,955,974
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$11,307,662
Participant contributions at beginning of year2020-12-31$8,443,475
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$48,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$42,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$24,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$31,061
Other income not declared elsewhere2020-12-31$424,384
Administrative expenses (other) incurred2020-12-31$65,514
Liabilities. Value of operating payables at end of year2020-12-31$1,697,156
Liabilities. Value of operating payables at beginning of year2020-12-31$1,209,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$97,686,254
Value of net assets at end of year (total assets less liabilities)2020-12-31$552,770,839
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$455,084,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$68
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$399,015,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$321,635,331
Interest on participant loans2020-12-31$657,629
Value of interest in common/collective trusts at end of year2020-12-31$130,828,846
Value of interest in common/collective trusts at beginning of year2020-12-31$115,805,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,688,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,928,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,928,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$45,768,485
Net investment gain or loss from common/collective trusts2020-12-31$5,561,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$57,955,974
Employer contributions (assets) at end of year2020-12-31$9,602,573
Employer contributions (assets) at beginning of year2020-12-31$5,469,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,585,066
Contract administrator fees2020-12-31$126,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,240,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$906,804
Total income from all sources (including contributions)2019-12-31$106,318,870
Total of all expenses incurred2019-12-31$12,002,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,111,239
Expenses. Certain deemed distributions of participant loans2019-12-31$511,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,773,067
Value of total assets at end of year2019-12-31$456,324,724
Value of total assets at beginning of year2019-12-31$361,674,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$379,581
Total interest from all sources2019-12-31$477,427
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,444,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,444,533
Administrative expenses professional fees incurred2019-12-31$179,422
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$45,772,719
Amount contributed by the employer to the plan for this plan year2019-12-31$45,772,719
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$8,443,475
Participant contributions at beginning of year2019-12-31$7,702,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$42,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$34,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$31,061
Other income not declared elsewhere2019-12-31$400,770
Administrative expenses (other) incurred2019-12-31$77,159
Liabilities. Value of operating payables at end of year2019-12-31$1,209,078
Liabilities. Value of operating payables at beginning of year2019-12-31$906,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$94,316,550
Value of net assets at end of year (total assets less liabilities)2019-12-31$455,084,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$360,768,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$321,635,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$231,713,911
Interest on participant loans2019-12-31$475,971
Value of interest in common/collective trusts at end of year2019-12-31$115,805,542
Value of interest in common/collective trusts at beginning of year2019-12-31$105,086,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,928,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,622,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,622,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$46,826,187
Net investment gain or loss from common/collective trusts2019-12-31$6,396,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$45,773,067
Employer contributions (assets) at end of year2019-12-31$5,469,232
Employer contributions (assets) at beginning of year2019-12-31$13,515,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,111,239
Contract administrator fees2019-12-31$123,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$906,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$648,572
Total income from all sources (including contributions)2018-12-31$42,665,436
Total of all expenses incurred2018-12-31$15,651,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,782,252
Expenses. Certain deemed distributions of participant loans2018-12-31$507,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$56,243,915
Value of total assets at end of year2018-12-31$361,674,839
Value of total assets at beginning of year2018-12-31$334,402,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$361,368
Total interest from all sources2018-12-31$424,408
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,004,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,004,316
Administrative expenses professional fees incurred2018-12-31$182,144
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$56,069,761
Amount contributed by the employer to the plan for this plan year2018-12-31$56,069,761
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$7,702,993
Participant contributions at beginning of year2018-12-31$7,267,405
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$174,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$34,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$31,601
Other income not declared elsewhere2018-12-31$380,381
Administrative expenses (other) incurred2018-12-31$60,174
Liabilities. Value of operating payables at end of year2018-12-31$906,804
Liabilities. Value of operating payables at beginning of year2018-12-31$648,572
Total non interest bearing cash at beginning of year2018-12-31$484,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$27,013,866
Value of net assets at end of year (total assets less liabilities)2018-12-31$360,768,035
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$333,754,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$231,713,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$215,861,022
Interest on participant loans2018-12-31$423,257
Value of interest in common/collective trusts at end of year2018-12-31$105,086,464
Value of interest in common/collective trusts at beginning of year2018-12-31$100,427,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,622,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,885,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,885,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,689,996
Net investment gain or loss from common/collective trusts2018-12-31$1,302,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$56,069,761
Employer contributions (assets) at end of year2018-12-31$13,515,182
Employer contributions (assets) at beginning of year2018-12-31$6,444,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,782,252
Contract administrator fees2018-12-31$119,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$648,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,038,170
Total income from all sources (including contributions)2017-12-31$77,307,593
Total of all expenses incurred2017-12-31$10,463,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,484,970
Expenses. Certain deemed distributions of participant loans2017-12-31$620,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$44,195,730
Value of total assets at end of year2017-12-31$334,402,741
Value of total assets at beginning of year2017-12-31$267,947,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$357,553
Total interest from all sources2017-12-31$276,579
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,608,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,608,828
Administrative expenses professional fees incurred2017-12-31$178,567
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$44,195,730
Amount contributed by the employer to the plan for this plan year2017-12-31$44,195,730
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$7,267,405
Participant contributions at beginning of year2017-12-31$6,714,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$31,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32,796
Other income not declared elsewhere2017-12-31$396,182
Administrative expenses (other) incurred2017-12-31$64,186
Liabilities. Value of operating payables at end of year2017-12-31$648,572
Liabilities. Value of operating payables at beginning of year2017-12-31$1,038,170
Total non interest bearing cash at end of year2017-12-31$484,316
Total non interest bearing cash at beginning of year2017-12-31$456,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$66,844,569
Value of net assets at end of year (total assets less liabilities)2017-12-31$333,754,169
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$266,909,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$215,861,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$172,530,600
Interest on participant loans2017-12-31$275,654
Value of interest in common/collective trusts at end of year2017-12-31$100,427,546
Value of interest in common/collective trusts at beginning of year2017-12-31$81,453,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,885,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,426,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,426,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,534,649
Net investment gain or loss from common/collective trusts2017-12-31$3,295,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$44,195,730
Employer contributions (assets) at end of year2017-12-31$6,444,923
Employer contributions (assets) at beginning of year2017-12-31$4,333,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,484,970
Contract administrator fees2017-12-31$114,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2017-12-31611436956
2016 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,038,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$515,827
Total income from all sources (including contributions)2016-12-31$47,020,117
Total of all expenses incurred2016-12-31$14,890,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,395,978
Expenses. Certain deemed distributions of participant loans2016-12-31$1,110,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$33,676,162
Value of total assets at end of year2016-12-31$267,947,770
Value of total assets at beginning of year2016-12-31$235,296,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$384,283
Total interest from all sources2016-12-31$230,323
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,020,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,020,469
Administrative expenses professional fees incurred2016-12-31$169,462
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$33,673,609
Amount contributed by the employer to the plan for this plan year2016-12-31$33,673,609
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$6,714,324
Participant contributions at beginning of year2016-12-31$7,279,131
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$32,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$81,855
Other income not declared elsewhere2016-12-31$363,556
Administrative expenses (other) incurred2016-12-31$100,521
Liabilities. Value of operating payables at end of year2016-12-31$1,038,170
Liabilities. Value of operating payables at beginning of year2016-12-31$515,827
Total non interest bearing cash at end of year2016-12-31$456,829
Total non interest bearing cash at beginning of year2016-12-31$562,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$32,129,275
Value of net assets at end of year (total assets less liabilities)2016-12-31$266,909,600
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$234,780,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$172,530,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$147,940,742
Interest on participant loans2016-12-31$229,679
Value of interest in common/collective trusts at end of year2016-12-31$81,453,069
Value of interest in common/collective trusts at beginning of year2016-12-31$74,615,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,426,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,094,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,094,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,416,313
Net investment gain or loss from common/collective trusts2016-12-31$1,313,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$33,673,609
Employer contributions (assets) at end of year2016-12-31$4,333,553
Employer contributions (assets) at beginning of year2016-12-31$3,722,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,395,978
Contract administrator fees2016-12-31$114,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$515,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$900,343
Total income from all sources (including contributions)2015-12-31$32,047,337
Total of all expenses incurred2015-12-31$12,955,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,950,189
Expenses. Certain deemed distributions of participant loans2015-12-31$639,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,164,681
Value of total assets at end of year2015-12-31$235,296,152
Value of total assets at beginning of year2015-12-31$216,588,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$365,353
Total interest from all sources2015-12-31$191,050
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,617,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,617,000
Administrative expenses professional fees incurred2015-12-31$186,934
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$31,059,286
Amount contributed by the employer to the plan for this plan year2015-12-31$31,059,286
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$7,279,131
Participant contributions at beginning of year2015-12-31$6,354,819
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$81,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$151,299
Other income not declared elsewhere2015-12-31$285,967
Administrative expenses (other) incurred2015-12-31$54,959
Liabilities. Value of operating payables at end of year2015-12-31$515,827
Liabilities. Value of operating payables at beginning of year2015-12-31$900,343
Total non interest bearing cash at end of year2015-12-31$562,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$19,092,030
Value of net assets at end of year (total assets less liabilities)2015-12-31$234,780,325
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$215,688,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$147,940,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,258,709
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,589,466
Interest on participant loans2015-12-31$190,348
Value of interest in common/collective trusts at end of year2015-12-31$74,615,126
Value of interest in common/collective trusts at beginning of year2015-12-31$167,584,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,094,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,907,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,907,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$400,898
Net investment gain or loss from common/collective trusts2015-12-31$-2,612,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$31,059,286
Employer contributions (assets) at end of year2015-12-31$3,722,750
Employer contributions (assets) at beginning of year2015-12-31$3,742,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,950,189
Contract administrator fees2015-12-31$114,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$900,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$979,771
Total income from all sources (including contributions)2014-12-31$36,293,122
Total of all expenses incurred2014-12-31$9,111,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,539,994
Expenses. Certain deemed distributions of participant loans2014-12-31$124,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,878,077
Value of total assets at end of year2014-12-31$216,588,638
Value of total assets at beginning of year2014-12-31$189,486,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$447,705
Total interest from all sources2014-12-31$176,700
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$333,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$333,253
Administrative expenses professional fees incurred2014-12-31$169,165
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$26,878,077
Amount contributed by the employer to the plan for this plan year2014-12-31$26,878,077
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$6,354,819
Participant contributions at beginning of year2014-12-31$5,117,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$151,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,006,815
Other income not declared elsewhere2014-12-31$300,000
Administrative expenses (other) incurred2014-12-31$50,972
Liabilities. Value of operating payables at end of year2014-12-31$900,343
Liabilities. Value of operating payables at beginning of year2014-12-31$979,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,181,394
Value of net assets at end of year (total assets less liabilities)2014-12-31$215,688,295
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$188,506,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$113,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,258,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,896,129
Value of interest in pooled separate accounts at end of year2014-12-31$9,589,466
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,618,345
Interest on participant loans2014-12-31$176,044
Value of interest in common/collective trusts at end of year2014-12-31$167,584,259
Value of interest in common/collective trusts at beginning of year2014-12-31$148,610,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,907,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,158,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,158,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,613,114
Net investment gain/loss from pooled separate accounts2014-12-31$760,824
Net investment gain or loss from common/collective trusts2014-12-31$6,231,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,878,077
Employer contributions (assets) at end of year2014-12-31$3,742,935
Employer contributions (assets) at beginning of year2014-12-31$4,080,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,539,994
Contract administrator fees2014-12-31$114,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$979,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,202,613
Total income from all sources (including contributions)2013-12-31$40,131,882
Total of all expenses incurred2013-12-31$8,845,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,351,824
Expenses. Certain deemed distributions of participant loans2013-12-31$-936,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,980,420
Value of total assets at end of year2013-12-31$189,486,672
Value of total assets at beginning of year2013-12-31$159,423,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$429,877
Total interest from all sources2013-12-31$16,147
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,106,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,106,272
Administrative expenses professional fees incurred2013-12-31$169,902
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$22,980,420
Amount contributed by the employer to the plan for this plan year2013-12-31$22,980,420
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$5,117,015
Participant contributions at beginning of year2013-12-31$1,757,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,006,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$150,000
Other income not declared elsewhere2013-12-31$300,000
Administrative expenses (other) incurred2013-12-31$48,609
Liabilities. Value of operating payables at end of year2013-12-31$979,771
Liabilities. Value of operating payables at beginning of year2013-12-31$2,202,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$31,286,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$188,506,901
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$157,220,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$98,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,896,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,474,002
Value of interest in pooled separate accounts at end of year2013-12-31$7,618,345
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,519,458
Interest on participant loans2013-12-31$16,140
Value of interest in common/collective trusts at end of year2013-12-31$148,610,194
Value of interest in common/collective trusts at beginning of year2013-12-31$129,589,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,158,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,970,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,970,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,699,999
Net investment gain/loss from pooled separate accounts2013-12-31$1,816,823
Net investment gain or loss from common/collective trusts2013-12-31$10,212,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,980,420
Employer contributions (assets) at end of year2013-12-31$4,080,019
Employer contributions (assets) at beginning of year2013-12-31$4,962,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,351,824
Contract administrator fees2013-12-31$113,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2013-12-31611436956
2012 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,202,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,116,172
Total income from all sources (including contributions)2012-12-31$32,283,113
Total of all expenses incurred2012-12-31$8,265,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,927,941
Expenses. Certain deemed distributions of participant loans2012-12-31$-30,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,527,427
Value of total assets at end of year2012-12-31$159,423,223
Value of total assets at beginning of year2012-12-31$135,318,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$367,474
Total interest from all sources2012-12-31$6,112
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$294,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$294,210
Administrative expenses professional fees incurred2012-12-31$144,137
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$22,527,427
Amount contributed by the employer to the plan for this plan year2012-12-31$22,527,427
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$150,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$52,533
Assets. Loans (other than to participants) at end of year2012-12-31$1,757,806
Other income not declared elsewhere2012-12-31$300,000
Administrative expenses (other) incurred2012-12-31$29,386
Liabilities. Value of operating payables at end of year2012-12-31$2,202,613
Liabilities. Value of operating payables at beginning of year2012-12-31$2,116,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,017,917
Value of net assets at end of year (total assets less liabilities)2012-12-31$157,220,610
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$133,202,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$84,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,474,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,508,431
Value of interest in pooled separate accounts at end of year2012-12-31$4,519,458
Interest on participant loans2012-12-31$6,112
Value of interest in common/collective trusts at end of year2012-12-31$129,589,425
Value of interest in common/collective trusts at beginning of year2012-12-31$115,505,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,970,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,724,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,724,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,424,095
Net investment gain/loss from pooled separate accounts2012-12-31$518,214
Net investment gain or loss from common/collective trusts2012-12-31$7,213,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,527,427
Employer contributions (assets) at end of year2012-12-31$4,962,183
Employer contributions (assets) at beginning of year2012-12-31$2,527,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,927,941
Contract administrator fees2012-12-31$109,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2012-12-31611436956
2011 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,116,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$457,072
Total income from all sources (including contributions)2011-12-31$18,828,040
Total of all expenses incurred2011-12-31$5,716,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,475,727
Expenses. Certain deemed distributions of participant loans2011-12-31$-21,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,413,317
Value of total assets at end of year2011-12-31$135,318,865
Value of total assets at beginning of year2011-12-31$120,547,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$261,488
Total interest from all sources2011-12-31$13,603
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$316,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$316,634
Administrative expenses professional fees incurred2011-12-31$135,117
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$17,412,748
Amount contributed by the employer to the plan for this plan year2011-12-31$17,412,748
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$569
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$52,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$95,315
Other income not declared elsewhere2011-12-31$208,702
Administrative expenses (other) incurred2011-12-31$20,232
Liabilities. Value of operating payables at end of year2011-12-31$2,116,172
Liabilities. Value of operating payables at beginning of year2011-12-31$457,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$13,111,944
Value of net assets at end of year (total assets less liabilities)2011-12-31$133,202,693
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$120,090,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$919
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,508,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,767,349
Interest on participant loans2011-12-31$13,603
Value of interest in common/collective trusts at end of year2011-12-31$115,505,199
Value of interest in common/collective trusts at beginning of year2011-12-31$103,256,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,724,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,919,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,919,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,026,811
Net investment gain or loss from common/collective trusts2011-12-31$1,902,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,412,748
Employer contributions (assets) at end of year2011-12-31$2,527,894
Employer contributions (assets) at beginning of year2011-12-31$1,508,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,475,727
Contract administrator fees2011-12-31$105,220
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$457,072
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$181,591
Total income from all sources (including contributions)2010-12-31$21,033,914
Total of all expenses incurred2010-12-31$6,680,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,457,961
Expenses. Certain deemed distributions of participant loans2010-12-31$-49,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,415,190
Value of total assets at end of year2010-12-31$120,547,821
Value of total assets at beginning of year2010-12-31$105,918,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$271,771
Total interest from all sources2010-12-31$29,796
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$250,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$250,418
Administrative expenses professional fees incurred2010-12-31$147,166
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$12,415,190
Amount contributed by the employer to the plan for this plan year2010-12-31$12,415,190
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$95,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$84,590
Other income not declared elsewhere2010-12-31$185,540
Administrative expenses (other) incurred2010-12-31$22,870
Liabilities. Value of operating payables at end of year2010-12-31$457,072
Liabilities. Value of operating payables at beginning of year2010-12-31$181,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,353,466
Value of net assets at end of year (total assets less liabilities)2010-12-31$120,090,749
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,737,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,767,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,807,115
Interest on participant loans2010-12-31$16,154
Value of interest in common/collective trusts at end of year2010-12-31$103,256,700
Value of interest in common/collective trusts at beginning of year2010-12-31$92,895,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,919,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,064,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,064,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,523,030
Net investment gain or loss from common/collective trusts2010-12-31$6,629,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,415,190
Employer contributions (assets) at end of year2010-12-31$1,508,693
Employer contributions (assets) at beginning of year2010-12-31$1,066,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,457,961
Contract administrator fees2010-12-31$98,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956
2009 : NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$10,062,137
Amount contributed by the employer to the plan for this plan year2009-12-31$10,062,137

Form 5500 Responses for NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST

2022: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617670
Policy instance 1
Insurance contract or identification number617670
Insurance policy start date2015-01-01
Insurance policy end date2015-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617670
Policy instance 1
Insurance contract or identification number617670
Number of Individuals Covered5085
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617670
Policy instance 1
Insurance contract or identification number617670
Number of Individuals Covered4887
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number617670
Policy instance 1
Insurance contract or identification number617670
Number of Individuals Covered4472
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker name

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