401k Plan data: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND plan

LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 401k Plan overview

Plan Name	LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND
Plan identification number	001

LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND TTEES has sponsored the creation of one or more 401k plans.

Company Name: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND TTEES

Employer identification number (EIN): 132972311

NAIC Classification: 423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PAMULA BROWN 2023-10-12 SAMUEL FRATTO 2023-10-12
001 2021-01-01 PAMULA BROWN 2022-10-15 SAMUEL FRATTO 2022-10-15
001 2020-01-01 GILBERT HEIM 2021-10-15 SAMUEL FRATTO 2021-10-15
001 2019-01-01 GILBERT HEIM 2020-10-12 SAMUEL FRATTO 2020-10-12
001 2018-01-01 GILBERT HEIM 2019-10-08 SAMUEL FRATTO 2019-10-08
001 2017-01-01
001 2016-01-01 GILBERT HEIM 2017-10-11
001 2016-01-01 GILBERT HEIM 2017-10-11
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 GILBERT HEIM
001 2011-01-01 GILBERT HEIM
001 2010-01-01 JOHN MARAIA
001 2009-01-01 JOHN MARAIA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PAMULA BROWN	2023-10-12	SAMUEL FRATTO	2023-10-12
001	2021-01-01	PAMULA BROWN	2022-10-15	SAMUEL FRATTO	2022-10-15
001	2020-01-01	GILBERT HEIM	2021-10-15	SAMUEL FRATTO	2021-10-15
001	2019-01-01	GILBERT HEIM	2020-10-12	SAMUEL FRATTO	2020-10-12
001	2018-01-01	GILBERT HEIM	2019-10-08	SAMUEL FRATTO	2019-10-08
001	2017-01-01
001	2016-01-01	GILBERT HEIM	2017-10-11
001	2016-01-01	GILBERT HEIM	2017-10-11
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	GILBERT HEIM
001	2011-01-01	GILBERT HEIM
001	2010-01-01	JOHN MARAIA
001	2009-01-01	JOHN MARAIA

Plan Statistics for LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND

401k plan membership statisitcs for LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND

Measure Date Value
2022: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2022 401k membership
Current value of assets 2022-12-31 6,343,076
Acturial value of assets for funding standard account 2022-12-31 5,865,025
Accrued liability for plan using immediate gains methods 2022-12-31 6,296,965
Accrued liability under unit credit cost method 2022-12-31 6,296,965
RPA 94 current liability 2022-12-31 12,474,309
Expected increase in current liability due to benefits accruing during the plan year 2022-12-31 131,109
Expected release from RPA 94 current liability for plan year 2022-12-31 348,947
Expected plan disbursements for the plan year 2022-12-31 385,087
Current value of assets 2022-12-31 6,343,076
Number of retired participants and beneficiaries receiving payment 2022-12-31 28
Current liability for retired participants and beneficiaries receiving payment 2022-12-31 4,280,739
Number of terminated vested participants 2022-12-31 49
Current liability for terminated vested participants 2022-12-31 5,369,468
Current liability for active participants non vested benefits 2022-12-31 39,870
Current liability for active participants vested benefits 2022-12-31 2,784,232
Total number of active articipats 2022-12-31 33
Current liability for active participants 2022-12-31 2,824,102
Total participant count with liabilities 2022-12-31 110
Total current liabilitoes for participants with libailities 2022-12-31 12,474,309
Total employer contributions in plan year 2022-12-31 236,840
Employer’s normal cost for plan year as of valuation date 2022-12-31 81,642
Prior year credit balance 2022-12-31 847,631
Amortization credits as of valuation date 2022-12-31 234,061
Total participants, beginning-of-year 2022-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 30
Number of retired or separated participants receiving benefits 2022-01-01 25
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
Number of employers contributing to the scheme 2022-01-01 4
2021: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2021 401k membership
Current value of assets 2021-12-31 5,796,813
Acturial value of assets for funding standard account 2021-12-31 5,460,365
Accrued liability for plan using immediate gains methods 2021-12-31 6,069,709
Accrued liability under unit credit cost method 2021-12-31 6,069,709
RPA 94 current liability 2021-12-31 11,973,274
Expected increase in current liability due to benefits accruing during the plan year 2021-12-31 113,694
Expected release from RPA 94 current liability for plan year 2021-12-31 321,927
Expected plan disbursements for the plan year 2021-12-31 357,140
Current value of assets 2021-12-31 5,796,813
Number of retired participants and beneficiaries receiving payment 2021-12-31 27
Current liability for retired participants and beneficiaries receiving payment 2021-12-31 3,983,845
Number of terminated vested participants 2021-12-31 48
Current liability for terminated vested participants 2021-12-31 4,991,316
Current liability for active participants non vested benefits 2021-12-31 142,882
Current liability for active participants vested benefits 2021-12-31 2,855,231
Total number of active articipats 2021-12-31 30
Current liability for active participants 2021-12-31 2,998,113
Total participant count with liabilities 2021-12-31 105
Total current liabilitoes for participants with libailities 2021-12-31 11,973,274
Total employer contributions in plan year 2021-12-31 202,733
Employer’s normal cost for plan year as of valuation date 2021-12-31 77,782
Prior year credit balance 2021-12-31 837,778
Amortization credits as of valuation date 2021-12-31 222,952
Total participants, beginning-of-year 2021-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 27
Number of retired or separated participants receiving benefits 2021-01-01 26
Number of other retired or separated participants entitled to future benefits 2021-01-01 48
Total of all active and inactive participants 2021-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
Number of employers contributing to the scheme 2021-01-01 104
2020: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2020 401k membership
Current value of assets 2020-12-31 5,261,954
Acturial value of assets for funding standard account 2020-12-31 5,144,887
Accrued liability for plan using immediate gains methods 2020-12-31 5,896,607
Accrued liability under unit credit cost method 2020-12-31 5,896,607
RPA 94 current liability 2020-12-31 10,420,417
Expected increase in current liability due to benefits accruing during the plan year 2020-12-31 19,323
Expected release from RPA 94 current liability for plan year 2020-12-31 291,688
Expected plan disbursements for the plan year 2020-12-31 427,136
Current value of assets 2020-12-31 5,261,954
Number of retired participants and beneficiaries receiving payment 2020-12-31 25
Current liability for retired participants and beneficiaries receiving payment 2020-12-31 3,459,485
Number of terminated vested participants 2020-12-31 44
Current liability for terminated vested participants 2020-12-31 3,756,503
Current liability for active participants non vested benefits 2020-12-31 144,454
Current liability for active participants vested benefits 2020-12-31 3,059,975
Total number of active articipats 2020-12-31 37
Current liability for active participants 2020-12-31 3,204,429
Total participant count with liabilities 2020-12-31 106
Total current liabilitoes for participants with libailities 2020-12-31 10,420,417
Total employer contributions in plan year 2020-12-31 173,071
Employer’s normal cost for plan year as of valuation date 2020-12-31 136,000
Prior year credit balance 2020-12-31 869,367
Amortization credits as of valuation date 2020-12-31 268,973
Total participants, beginning-of-year 2020-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 28
Number of retired or separated participants receiving benefits 2020-01-01 25
Number of other retired or separated participants entitled to future benefits 2020-01-01 47
Total of all active and inactive participants 2020-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
Number of employers contributing to the scheme 2020-01-01 4
2019: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2019 401k membership
Current value of assets 2019-12-31 4,635,720
Acturial value of assets for funding standard account 2019-12-31 5,068,369
Accrued liability for plan using immediate gains methods 2019-12-31 5,631,723
Accrued liability under unit credit cost method 2019-12-31 5,631,723
RPA 94 current liability 2019-12-31 9,976,002
Expected increase in current liability due to benefits accruing during the plan year 2019-12-31 219,682
Expected release from RPA 94 current liability for plan year 2019-12-31 274,365
Expected plan disbursements for the plan year 2019-12-31 323,842
Current value of assets 2019-12-31 4,635,720
Number of retired participants and beneficiaries receiving payment 2019-12-31 23
Current liability for retired participants and beneficiaries receiving payment 2019-12-31 3,382,089
Number of terminated vested participants 2019-12-31 45
Current liability for terminated vested participants 2019-12-31 3,741,343
Current liability for active participants non vested benefits 2019-12-31 272,738
Current liability for active participants vested benefits 2019-12-31 2,579,832
Total number of active articipats 2019-12-31 38
Current liability for active participants 2019-12-31 2,852,570
Total participant count with liabilities 2019-12-31 106
Total current liabilitoes for participants with libailities 2019-12-31 9,976,002
Total employer contributions in plan year 2019-12-31 204,740
Value in reduction in liability resulting from the reduction in benefits 2019-12-31 0
Employer’s normal cost for plan year as of valuation date 2019-12-31 149,095
Prior year credit balance 2019-12-31 678,596
Amortization credits as of valuation date 2019-12-31 449,450
Total participants, beginning-of-year 2019-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33
Number of retired or separated participants receiving benefits 2019-01-01 23
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 102
Number of employers contributing to the scheme 2019-01-01 4
2018: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2018 401k membership
Current value of assets 2018-12-31 5,095,943
Acturial value of assets for funding standard account 2018-12-31 5,095,943
Accrued liability for plan using immediate gains methods 2018-12-31 5,310,816
Accrued liability under unit credit cost method 2018-12-31 5,310,816
RPA 94 current liability 2018-12-31 9,424,535
Expected increase in current liability due to benefits accruing during the plan year 2018-12-31 230,209
Expected release from RPA 94 current liability for plan year 2018-12-31 263,862
Expected plan disbursements for the plan year 2018-12-31 321,862
Current value of assets 2018-12-31 5,095,943
Number of retired participants and beneficiaries receiving payment 2018-12-31 24
Current liability for retired participants and beneficiaries receiving payment 2018-12-31 3,415,711
Number of terminated vested participants 2018-12-31 42
Current liability for terminated vested participants 2018-12-31 3,170,348
Current liability for active participants non vested benefits 2018-12-31 179,624
Current liability for active participants vested benefits 2018-12-31 2,658,852
Total number of active articipats 2018-12-31 40
Current liability for active participants 2018-12-31 2,838,476
Total participant count with liabilities 2018-12-31 106
Total current liabilitoes for participants with libailities 2018-12-31 9,424,535
Total employer contributions in plan year 2018-12-31 161,753
Employer’s normal cost for plan year as of valuation date 2018-12-31 161,097
Prior year credit balance 2018-12-31 533,280
Amortization credits as of valuation date 2018-12-31 391,880
Total participants, beginning-of-year 2018-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
Number of retired or separated participants receiving benefits 2018-01-01 21
Number of other retired or separated participants entitled to future benefits 2018-01-01 44
Total of all active and inactive participants 2018-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
Number of employers contributing to the scheme 2018-01-01 4
2017: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2017 401k membership
Current value of assets 2017-12-31 4,658,869
Acturial value of assets for funding standard account 2017-12-31 4,658,869
Accrued liability for plan using immediate gains methods 2017-12-31 5,095,552
Accrued liability under unit credit cost method 2017-12-31 5,095,552
RPA 94 current liability 2017-12-31 9,082,890
Expected increase in current liability due to benefits accruing during the plan year 2017-12-31 222,110
Expected release from RPA 94 current liability for plan year 2017-12-31 247,933
Expected plan disbursements for the plan year 2017-12-31 296,933
Current value of assets 2017-12-31 4,658,869
Number of retired participants and beneficiaries receiving payment 2017-12-31 21
Current liability for retired participants and beneficiaries receiving payment 2017-12-31 3,064,769
Number of terminated vested participants 2017-12-31 42
Current liability for terminated vested participants 2017-12-31 3,154,681
Current liability for active participants non vested benefits 2017-12-31 203,356
Current liability for active participants vested benefits 2017-12-31 2,660,084
Total number of active articipats 2017-12-31 39
Current liability for active participants 2017-12-31 2,863,440
Total participant count with liabilities 2017-12-31 102
Total current liabilitoes for participants with libailities 2017-12-31 9,082,890
Total employer contributions in plan year 2017-12-31 138,577
Employer’s normal cost for plan year as of valuation date 2017-12-31 147,977
Prior year credit balance 2017-12-31 434,172
Amortization credits as of valuation date 2017-12-31 364,406
Total participants, beginning-of-year 2017-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
Number of retired or separated participants receiving benefits 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 42
Total of all active and inactive participants 2017-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
Number of employers contributing to the scheme 2017-01-01 5
2016: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2016 401k membership
Current value of assets 2016-12-31 4,496,158
Acturial value of assets for funding standard account 2016-12-31 4,496,158
Accrued liability for plan using immediate gains methods 2016-12-31 5,515,392
Accrued liability under unit credit cost method 2016-12-31 5,515,392
RPA 94 current liability 2016-12-31 9,533,361
Expected increase in current liability due to benefits accruing during the plan year 2016-12-31 268,852
Expected release from RPA 94 current liability for plan year 2016-12-31 214,131
Expected plan disbursements for the plan year 2016-12-31 270,131
Current value of assets 2016-12-31 4,496,158
Number of retired participants and beneficiaries receiving payment 2016-12-31 18
Current liability for retired participants and beneficiaries receiving payment 2016-12-31 2,352,838
Number of terminated vested participants 2016-12-31 41
Current liability for terminated vested participants 2016-12-31 2,884,337
Current liability for active participants non vested benefits 2016-12-31 513,975
Current liability for active participants vested benefits 2016-12-31 3,782,211
Total number of active articipats 2016-12-31 38
Current liability for active participants 2016-12-31 4,296,186
Total participant count with liabilities 2016-12-31 97
Total current liabilitoes for participants with libailities 2016-12-31 9,533,361
Total employer contributions in plan year 2016-12-31 124,277
Value in reduction in liability resulting from the reduction in benefits 2016-12-31 0
Employer’s normal cost for plan year as of valuation date 2016-12-31 188,296
Prior year credit balance 2016-12-31 470,269
Amortization credits as of valuation date 2016-12-31 284,371
Total participants, beginning-of-year 2016-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
Number of retired or separated participants receiving benefits 2016-01-01 19
Number of other retired or separated participants entitled to future benefits 2016-01-01 42
Total of all active and inactive participants 2016-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 5
2015: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2015 401k membership
Current value of assets 2015-12-31 4,702,121
Acturial value of assets for funding standard account 2015-12-31 4,702,121
Accrued liability for plan using immediate gains methods 2015-12-31 5,261,705
Accrued liability under unit credit cost method 2015-12-31 5,261,705
RPA 94 current liability 2015-12-31 8,838,740
Expected increase in current liability due to benefits accruing during the plan year 2015-12-31 236,580
Expected release from RPA 94 current liability for plan year 2015-12-31 204,458
Expected plan disbursements for the plan year 2015-12-31 239,458
Current value of assets 2015-12-31 4,702,121
Number of retired participants and beneficiaries receiving payment 2015-12-31 20
Current liability for retired participants and beneficiaries receiving payment 2015-12-31 2,472,064
Number of terminated vested participants 2015-12-31 40
Current liability for terminated vested participants 2015-12-31 2,598,988
Current liability for active participants non vested benefits 2015-12-31 406,154
Current liability for active participants vested benefits 2015-12-31 3,361,534
Total number of active articipats 2015-12-31 36
Current liability for active participants 2015-12-31 3,767,688
Total participant count with liabilities 2015-12-31 96
Total current liabilitoes for participants with libailities 2015-12-31 8,838,740
Total employer contributions in plan year 2015-12-31 114,613
Employer’s normal cost for plan year as of valuation date 2015-12-31 154,748
Prior year credit balance 2015-12-31 552,274
Amortization credits as of valuation date 2015-12-31 284,371
Total participants, beginning-of-year 2015-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
Number of retired or separated participants receiving benefits 2015-01-01 16
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
Number of employers contributing to the scheme 2015-01-01 5
2014: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2014 401k membership
Current value of assets 2014-12-31 4,638,198
Acturial value of assets for funding standard account 2014-12-31 4,638,198
Accrued liability for plan using immediate gains methods 2014-12-31 4,807,643
Accrued liability under unit credit cost method 2014-12-31 4,807,643
RPA 94 current liability 2014-12-31 8,353,016
Expected increase in current liability due to benefits accruing during the plan year 2014-12-31 230,446
Expected release from RPA 94 current liability for plan year 2014-12-31 203,462
Expected plan disbursements for the plan year 2014-12-31 238,462
Current value of assets 2014-12-31 4,638,198
Number of retired participants and beneficiaries receiving payment 2014-12-31 17
Current liability for retired participants and beneficiaries receiving payment 2014-12-31 2,313,586
Number of terminated vested participants 2014-12-31 40
Current liability for terminated vested participants 2014-12-31 2,607,706
Current liability for active participants non vested benefits 2014-12-31 564,678
Current liability for active participants vested benefits 2014-12-31 2,867,046
Total number of active articipats 2014-12-31 38
Current liability for active participants 2014-12-31 3,431,724
Total participant count with liabilities 2014-12-31 95
Total current liabilitoes for participants with libailities 2014-12-31 8,353,016
Total employer contributions in plan year 2014-12-31 106,350
Employer’s normal cost for plan year as of valuation date 2014-12-31 143,483
Prior year credit balance 2014-12-31 589,818
Amortization credits as of valuation date 2014-12-31 284,371
Total participants, beginning-of-year 2014-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of retired or separated participants receiving benefits 2014-01-01 17
Number of other retired or separated participants entitled to future benefits 2014-01-01 40
Total of all active and inactive participants 2014-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
Number of employers contributing to the scheme 2014-01-01 5
2013: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2013 401k membership
Current value of assets 2013-12-31 4,033,922
Acturial value of assets for funding standard account 2013-12-31 4,033,922
Accrued liability for plan using immediate gains methods 2013-12-31 4,399,460
Accrued liability under unit credit cost method 2013-12-31 4,399,460
RPA 94 current liability 2013-12-31 7,727,068
Expected increase in current liability due to benefits accruing during the plan year 2013-12-31 255,870
Expected plan disbursements for the plan year 2013-12-31 226,388
Current value of assets 2013-12-31 4,033,922
Number of retired participants and beneficiaries receiving payment 2013-12-31 16
Current liability for retired participants and beneficiaries receiving payment 2013-12-31 2,259,724
Number of terminated vested participants 2013-12-31 38
Current liability for terminated vested participants 2013-12-31 2,313,241
Current liability for active participants non vested benefits 2013-12-31 748,350
Current liability for active participants vested benefits 2013-12-31 2,405,753
Total number of active articipats 2013-12-31 35
Current liability for active participants 2013-12-31 3,154,103
Total participant count with liabilities 2013-12-31 89
Total current liabilitoes for participants with libailities 2013-12-31 7,727,068
Total employer contributions in plan year 2013-12-31 100,787
Employer’s normal cost for plan year as of valuation date 2013-12-31 143,310
Prior year credit balance 2013-12-31 659,239
Amortization credits as of valuation date 2013-12-31 244,905
Total participants, beginning-of-year 2013-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 38
Number of retired or separated participants receiving benefits 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 5
2012: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 14
Number of other retired or separated participants entitled to future benefits 2012-01-01 38
Total of all active and inactive participants 2012-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
Number of employers contributing to the scheme 2012-01-01 5
2011: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 34
Number of retired or separated participants receiving benefits 2011-01-01 17
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
Number of employers contributing to the scheme 2011-01-01 5
2010: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 42
Number of retired or separated participants receiving benefits 2010-01-01 17
Number of other retired or separated participants entitled to future benefits 2010-01-01 36
Total of all active and inactive participants 2010-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 6
2009: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 18
Number of other retired or separated participants entitled to future benefits 2009-01-01 31
Total of all active and inactive participants 2009-01-01 103
Total participants 2009-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6
Number of employers contributing to the scheme 2009-01-01 6

Measure	Date	Value
2022: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2022 401k membership
Current value of assets	2022-12-31	6,343,076
Acturial value of assets for funding standard account	2022-12-31	5,865,025
Accrued liability for plan using immediate gains methods	2022-12-31	6,296,965
Accrued liability under unit credit cost method	2022-12-31	6,296,965
RPA 94 current liability	2022-12-31	12,474,309
Expected increase in current liability due to benefits accruing during the plan year	2022-12-31	131,109
Expected release from RPA 94 current liability for plan year	2022-12-31	348,947
Expected plan disbursements for the plan year	2022-12-31	385,087
Current value of assets	2022-12-31	6,343,076
Number of retired participants and beneficiaries receiving payment	2022-12-31	28
Current liability for retired participants and beneficiaries receiving payment	2022-12-31	4,280,739
Number of terminated vested participants	2022-12-31	49
Current liability for terminated vested participants	2022-12-31	5,369,468
Current liability for active participants non vested benefits	2022-12-31	39,870
Current liability for active participants vested benefits	2022-12-31	2,784,232
Total number of active articipats	2022-12-31	33
Current liability for active participants	2022-12-31	2,824,102
Total participant count with liabilities	2022-12-31	110
Total current liabilitoes for participants with libailities	2022-12-31	12,474,309
Total employer contributions in plan year	2022-12-31	236,840
Employer’s normal cost for plan year as of valuation date	2022-12-31	81,642
Prior year credit balance	2022-12-31	847,631
Amortization credits as of valuation date	2022-12-31	234,061
Total participants, beginning-of-year	2022-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	30
Number of retired or separated participants receiving benefits	2022-01-01	25
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
Number of employers contributing to the scheme	2022-01-01	4
2021: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2021 401k membership
Current value of assets	2021-12-31	5,796,813
Acturial value of assets for funding standard account	2021-12-31	5,460,365
Accrued liability for plan using immediate gains methods	2021-12-31	6,069,709
Accrued liability under unit credit cost method	2021-12-31	6,069,709
RPA 94 current liability	2021-12-31	11,973,274
Expected increase in current liability due to benefits accruing during the plan year	2021-12-31	113,694
Expected release from RPA 94 current liability for plan year	2021-12-31	321,927
Expected plan disbursements for the plan year	2021-12-31	357,140
Current value of assets	2021-12-31	5,796,813
Number of retired participants and beneficiaries receiving payment	2021-12-31	27
Current liability for retired participants and beneficiaries receiving payment	2021-12-31	3,983,845
Number of terminated vested participants	2021-12-31	48
Current liability for terminated vested participants	2021-12-31	4,991,316
Current liability for active participants non vested benefits	2021-12-31	142,882
Current liability for active participants vested benefits	2021-12-31	2,855,231
Total number of active articipats	2021-12-31	30
Current liability for active participants	2021-12-31	2,998,113
Total participant count with liabilities	2021-12-31	105
Total current liabilitoes for participants with libailities	2021-12-31	11,973,274
Total employer contributions in plan year	2021-12-31	202,733
Employer’s normal cost for plan year as of valuation date	2021-12-31	77,782
Prior year credit balance	2021-12-31	837,778
Amortization credits as of valuation date	2021-12-31	222,952
Total participants, beginning-of-year	2021-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	27
Number of retired or separated participants receiving benefits	2021-01-01	26
Number of other retired or separated participants entitled to future benefits	2021-01-01	48
Total of all active and inactive participants	2021-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
Number of employers contributing to the scheme	2021-01-01	104
2020: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2020 401k membership
Current value of assets	2020-12-31	5,261,954
Acturial value of assets for funding standard account	2020-12-31	5,144,887
Accrued liability for plan using immediate gains methods	2020-12-31	5,896,607
Accrued liability under unit credit cost method	2020-12-31	5,896,607
RPA 94 current liability	2020-12-31	10,420,417
Expected increase in current liability due to benefits accruing during the plan year	2020-12-31	19,323
Expected release from RPA 94 current liability for plan year	2020-12-31	291,688
Expected plan disbursements for the plan year	2020-12-31	427,136
Current value of assets	2020-12-31	5,261,954
Number of retired participants and beneficiaries receiving payment	2020-12-31	25
Current liability for retired participants and beneficiaries receiving payment	2020-12-31	3,459,485
Number of terminated vested participants	2020-12-31	44
Current liability for terminated vested participants	2020-12-31	3,756,503
Current liability for active participants non vested benefits	2020-12-31	144,454
Current liability for active participants vested benefits	2020-12-31	3,059,975
Total number of active articipats	2020-12-31	37
Current liability for active participants	2020-12-31	3,204,429
Total participant count with liabilities	2020-12-31	106
Total current liabilitoes for participants with libailities	2020-12-31	10,420,417
Total employer contributions in plan year	2020-12-31	173,071
Employer’s normal cost for plan year as of valuation date	2020-12-31	136,000
Prior year credit balance	2020-12-31	869,367
Amortization credits as of valuation date	2020-12-31	268,973
Total participants, beginning-of-year	2020-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	28
Number of retired or separated participants receiving benefits	2020-01-01	25
Number of other retired or separated participants entitled to future benefits	2020-01-01	47
Total of all active and inactive participants	2020-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
Number of employers contributing to the scheme	2020-01-01	4
2019: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2019 401k membership
Current value of assets	2019-12-31	4,635,720
Acturial value of assets for funding standard account	2019-12-31	5,068,369
Accrued liability for plan using immediate gains methods	2019-12-31	5,631,723
Accrued liability under unit credit cost method	2019-12-31	5,631,723
RPA 94 current liability	2019-12-31	9,976,002
Expected increase in current liability due to benefits accruing during the plan year	2019-12-31	219,682
Expected release from RPA 94 current liability for plan year	2019-12-31	274,365
Expected plan disbursements for the plan year	2019-12-31	323,842
Current value of assets	2019-12-31	4,635,720
Number of retired participants and beneficiaries receiving payment	2019-12-31	23
Current liability for retired participants and beneficiaries receiving payment	2019-12-31	3,382,089
Number of terminated vested participants	2019-12-31	45
Current liability for terminated vested participants	2019-12-31	3,741,343
Current liability for active participants non vested benefits	2019-12-31	272,738
Current liability for active participants vested benefits	2019-12-31	2,579,832
Total number of active articipats	2019-12-31	38
Current liability for active participants	2019-12-31	2,852,570
Total participant count with liabilities	2019-12-31	106
Total current liabilitoes for participants with libailities	2019-12-31	9,976,002
Total employer contributions in plan year	2019-12-31	204,740
Value in reduction in liability resulting from the reduction in benefits	2019-12-31	0
Employer’s normal cost for plan year as of valuation date	2019-12-31	149,095
Prior year credit balance	2019-12-31	678,596
Amortization credits as of valuation date	2019-12-31	449,450
Total participants, beginning-of-year	2019-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33
Number of retired or separated participants receiving benefits	2019-01-01	23
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	102
Number of employers contributing to the scheme	2019-01-01	4
2018: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2018 401k membership
Current value of assets	2018-12-31	5,095,943
Acturial value of assets for funding standard account	2018-12-31	5,095,943
Accrued liability for plan using immediate gains methods	2018-12-31	5,310,816
Accrued liability under unit credit cost method	2018-12-31	5,310,816
RPA 94 current liability	2018-12-31	9,424,535
Expected increase in current liability due to benefits accruing during the plan year	2018-12-31	230,209
Expected release from RPA 94 current liability for plan year	2018-12-31	263,862
Expected plan disbursements for the plan year	2018-12-31	321,862
Current value of assets	2018-12-31	5,095,943
Number of retired participants and beneficiaries receiving payment	2018-12-31	24
Current liability for retired participants and beneficiaries receiving payment	2018-12-31	3,415,711
Number of terminated vested participants	2018-12-31	42
Current liability for terminated vested participants	2018-12-31	3,170,348
Current liability for active participants non vested benefits	2018-12-31	179,624
Current liability for active participants vested benefits	2018-12-31	2,658,852
Total number of active articipats	2018-12-31	40
Current liability for active participants	2018-12-31	2,838,476
Total participant count with liabilities	2018-12-31	106
Total current liabilitoes for participants with libailities	2018-12-31	9,424,535
Total employer contributions in plan year	2018-12-31	161,753
Employer’s normal cost for plan year as of valuation date	2018-12-31	161,097
Prior year credit balance	2018-12-31	533,280
Amortization credits as of valuation date	2018-12-31	391,880
Total participants, beginning-of-year	2018-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
Number of retired or separated participants receiving benefits	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	44
Total of all active and inactive participants	2018-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
Number of employers contributing to the scheme	2018-01-01	4
2017: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2017 401k membership
Current value of assets	2017-12-31	4,658,869
Acturial value of assets for funding standard account	2017-12-31	4,658,869
Accrued liability for plan using immediate gains methods	2017-12-31	5,095,552
Accrued liability under unit credit cost method	2017-12-31	5,095,552
RPA 94 current liability	2017-12-31	9,082,890
Expected increase in current liability due to benefits accruing during the plan year	2017-12-31	222,110
Expected release from RPA 94 current liability for plan year	2017-12-31	247,933
Expected plan disbursements for the plan year	2017-12-31	296,933
Current value of assets	2017-12-31	4,658,869
Number of retired participants and beneficiaries receiving payment	2017-12-31	21
Current liability for retired participants and beneficiaries receiving payment	2017-12-31	3,064,769
Number of terminated vested participants	2017-12-31	42
Current liability for terminated vested participants	2017-12-31	3,154,681
Current liability for active participants non vested benefits	2017-12-31	203,356
Current liability for active participants vested benefits	2017-12-31	2,660,084
Total number of active articipats	2017-12-31	39
Current liability for active participants	2017-12-31	2,863,440
Total participant count with liabilities	2017-12-31	102
Total current liabilitoes for participants with libailities	2017-12-31	9,082,890
Total employer contributions in plan year	2017-12-31	138,577
Employer’s normal cost for plan year as of valuation date	2017-12-31	147,977
Prior year credit balance	2017-12-31	434,172
Amortization credits as of valuation date	2017-12-31	364,406
Total participants, beginning-of-year	2017-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
Number of retired or separated participants receiving benefits	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	42
Total of all active and inactive participants	2017-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
Number of employers contributing to the scheme	2017-01-01	5
2016: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2016 401k membership
Current value of assets	2016-12-31	4,496,158
Acturial value of assets for funding standard account	2016-12-31	4,496,158
Accrued liability for plan using immediate gains methods	2016-12-31	5,515,392
Accrued liability under unit credit cost method	2016-12-31	5,515,392
RPA 94 current liability	2016-12-31	9,533,361
Expected increase in current liability due to benefits accruing during the plan year	2016-12-31	268,852
Expected release from RPA 94 current liability for plan year	2016-12-31	214,131
Expected plan disbursements for the plan year	2016-12-31	270,131
Current value of assets	2016-12-31	4,496,158
Number of retired participants and beneficiaries receiving payment	2016-12-31	18
Current liability for retired participants and beneficiaries receiving payment	2016-12-31	2,352,838
Number of terminated vested participants	2016-12-31	41
Current liability for terminated vested participants	2016-12-31	2,884,337
Current liability for active participants non vested benefits	2016-12-31	513,975
Current liability for active participants vested benefits	2016-12-31	3,782,211
Total number of active articipats	2016-12-31	38
Current liability for active participants	2016-12-31	4,296,186
Total participant count with liabilities	2016-12-31	97
Total current liabilitoes for participants with libailities	2016-12-31	9,533,361
Total employer contributions in plan year	2016-12-31	124,277
Value in reduction in liability resulting from the reduction in benefits	2016-12-31	0
Employer’s normal cost for plan year as of valuation date	2016-12-31	188,296
Prior year credit balance	2016-12-31	470,269
Amortization credits as of valuation date	2016-12-31	284,371
Total participants, beginning-of-year	2016-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
Number of retired or separated participants receiving benefits	2016-01-01	19
Number of other retired or separated participants entitled to future benefits	2016-01-01	42
Total of all active and inactive participants	2016-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	5
2015: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2015 401k membership
Current value of assets	2015-12-31	4,702,121
Acturial value of assets for funding standard account	2015-12-31	4,702,121
Accrued liability for plan using immediate gains methods	2015-12-31	5,261,705
Accrued liability under unit credit cost method	2015-12-31	5,261,705
RPA 94 current liability	2015-12-31	8,838,740
Expected increase in current liability due to benefits accruing during the plan year	2015-12-31	236,580
Expected release from RPA 94 current liability for plan year	2015-12-31	204,458
Expected plan disbursements for the plan year	2015-12-31	239,458
Current value of assets	2015-12-31	4,702,121
Number of retired participants and beneficiaries receiving payment	2015-12-31	20
Current liability for retired participants and beneficiaries receiving payment	2015-12-31	2,472,064
Number of terminated vested participants	2015-12-31	40
Current liability for terminated vested participants	2015-12-31	2,598,988
Current liability for active participants non vested benefits	2015-12-31	406,154
Current liability for active participants vested benefits	2015-12-31	3,361,534
Total number of active articipats	2015-12-31	36
Current liability for active participants	2015-12-31	3,767,688
Total participant count with liabilities	2015-12-31	96
Total current liabilitoes for participants with libailities	2015-12-31	8,838,740
Total employer contributions in plan year	2015-12-31	114,613
Employer’s normal cost for plan year as of valuation date	2015-12-31	154,748
Prior year credit balance	2015-12-31	552,274
Amortization credits as of valuation date	2015-12-31	284,371
Total participants, beginning-of-year	2015-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
Number of retired or separated participants receiving benefits	2015-01-01	16
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
Number of employers contributing to the scheme	2015-01-01	5
2014: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2014 401k membership
Current value of assets	2014-12-31	4,638,198
Acturial value of assets for funding standard account	2014-12-31	4,638,198
Accrued liability for plan using immediate gains methods	2014-12-31	4,807,643
Accrued liability under unit credit cost method	2014-12-31	4,807,643
RPA 94 current liability	2014-12-31	8,353,016
Expected increase in current liability due to benefits accruing during the plan year	2014-12-31	230,446
Expected release from RPA 94 current liability for plan year	2014-12-31	203,462
Expected plan disbursements for the plan year	2014-12-31	238,462
Current value of assets	2014-12-31	4,638,198
Number of retired participants and beneficiaries receiving payment	2014-12-31	17
Current liability for retired participants and beneficiaries receiving payment	2014-12-31	2,313,586
Number of terminated vested participants	2014-12-31	40
Current liability for terminated vested participants	2014-12-31	2,607,706
Current liability for active participants non vested benefits	2014-12-31	564,678
Current liability for active participants vested benefits	2014-12-31	2,867,046
Total number of active articipats	2014-12-31	38
Current liability for active participants	2014-12-31	3,431,724
Total participant count with liabilities	2014-12-31	95
Total current liabilitoes for participants with libailities	2014-12-31	8,353,016
Total employer contributions in plan year	2014-12-31	106,350
Employer’s normal cost for plan year as of valuation date	2014-12-31	143,483
Prior year credit balance	2014-12-31	589,818
Amortization credits as of valuation date	2014-12-31	284,371
Total participants, beginning-of-year	2014-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of retired or separated participants receiving benefits	2014-01-01	17
Number of other retired or separated participants entitled to future benefits	2014-01-01	40
Total of all active and inactive participants	2014-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
Number of employers contributing to the scheme	2014-01-01	5
2013: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2013 401k membership
Current value of assets	2013-12-31	4,033,922
Acturial value of assets for funding standard account	2013-12-31	4,033,922
Accrued liability for plan using immediate gains methods	2013-12-31	4,399,460
Accrued liability under unit credit cost method	2013-12-31	4,399,460
RPA 94 current liability	2013-12-31	7,727,068
Expected increase in current liability due to benefits accruing during the plan year	2013-12-31	255,870
Expected plan disbursements for the plan year	2013-12-31	226,388
Current value of assets	2013-12-31	4,033,922
Number of retired participants and beneficiaries receiving payment	2013-12-31	16
Current liability for retired participants and beneficiaries receiving payment	2013-12-31	2,259,724
Number of terminated vested participants	2013-12-31	38
Current liability for terminated vested participants	2013-12-31	2,313,241
Current liability for active participants non vested benefits	2013-12-31	748,350
Current liability for active participants vested benefits	2013-12-31	2,405,753
Total number of active articipats	2013-12-31	35
Current liability for active participants	2013-12-31	3,154,103
Total participant count with liabilities	2013-12-31	89
Total current liabilitoes for participants with libailities	2013-12-31	7,727,068
Total employer contributions in plan year	2013-12-31	100,787
Employer’s normal cost for plan year as of valuation date	2013-12-31	143,310
Prior year credit balance	2013-12-31	659,239
Amortization credits as of valuation date	2013-12-31	244,905
Total participants, beginning-of-year	2013-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	38
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	5
2012: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	14
Number of other retired or separated participants entitled to future benefits	2012-01-01	38
Total of all active and inactive participants	2012-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
Number of employers contributing to the scheme	2012-01-01	5
2011: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	34
Number of retired or separated participants receiving benefits	2011-01-01	17
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
Number of employers contributing to the scheme	2011-01-01	5
2010: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	42
Number of retired or separated participants receiving benefits	2010-01-01	17
Number of other retired or separated participants entitled to future benefits	2010-01-01	36
Total of all active and inactive participants	2010-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	6
2009: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	18
Number of other retired or separated participants entitled to future benefits	2009-01-01	31
Total of all active and inactive participants	2009-01-01	103
Total participants	2009-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6
Number of employers contributing to the scheme	2009-01-01	6

Financial Data on LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND

Measure	Date	Value
2022 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$37,716
Total plan liabilities at beginning of year	2022-12-31	$26,089
Total income from all sources	2022-12-31	$-696,725
Expenses. Total of all expenses incurred	2022-12-31	$379,839
Benefits paid (including direct rollovers)	2022-12-31	$301,744
Total plan assets at end of year	2022-12-31	$5,304,228
Total plan assets at beginning of year	2022-12-31	$6,369,165
Value of fidelity bond covering the plan	2022-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$5,036
Other income received	2022-12-31	$-933,565
Net income (gross income less expenses)	2022-12-31	$-1,076,564
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,266,512
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,343,076
Total contributions received or receivable from employer(s)	2022-12-31	$236,840
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$73,059
2021 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$26,089
Total plan liabilities at beginning of year	2021-12-31	$9,567
Total income from all sources	2021-12-31	$913,631
Expenses. Total of all expenses incurred	2021-12-31	$367,368
Benefits paid (including direct rollovers)	2021-12-31	$302,399
Total plan assets at end of year	2021-12-31	$6,369,165
Total plan assets at beginning of year	2021-12-31	$5,806,380
Value of fidelity bond covering the plan	2021-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$5,867
Other income received	2021-12-31	$710,898
Net income (gross income less expenses)	2021-12-31	$546,263
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,343,076
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,796,813
Total contributions received or receivable from employer(s)	2021-12-31	$202,733
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$59,102
2020 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$9,567
Total plan liabilities at beginning of year	2020-12-31	$9,651
Total income from all sources	2020-12-31	$870,351
Expenses. Total of all expenses incurred	2020-12-31	$335,492
Benefits paid (including direct rollovers)	2020-12-31	$276,130
Total plan assets at end of year	2020-12-31	$5,806,380
Total plan assets at beginning of year	2020-12-31	$5,271,605
Value of fidelity bond covering the plan	2020-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$5,537
Other income received	2020-12-31	$697,280
Net income (gross income less expenses)	2020-12-31	$534,859
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,796,813
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$5,261,954
Total contributions received or receivable from employer(s)	2020-12-31	$173,071
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$53,825
2019 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$9,651
Total plan liabilities at beginning of year	2019-12-31	$12,311
Total income from all sources	2019-12-31	$1,044,617
Expenses. Total of all expenses incurred	2019-12-31	$418,383
Benefits paid (including direct rollovers)	2019-12-31	$258,887
Total plan assets at end of year	2019-12-31	$5,271,605
Total plan assets at beginning of year	2019-12-31	$4,648,031
Value of fidelity bond covering the plan	2019-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$7,407
Other income received	2019-12-31	$839,877
Net income (gross income less expenses)	2019-12-31	$626,234
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,261,954
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,635,720
Total contributions received or receivable from employer(s)	2019-12-31	$204,740
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$152,089
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	50000
2018 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$12,311
Total plan liabilities at beginning of year	2018-12-31	$57,501
Total income from all sources	2018-12-31	$-132,829
Expenses. Total of all expenses incurred	2018-12-31	$327,394
Benefits paid (including direct rollovers)	2018-12-31	$253,027
Total plan assets at end of year	2018-12-31	$4,648,031
Total plan assets at beginning of year	2018-12-31	$5,153,444
Value of fidelity bond covering the plan	2018-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$5,459
Other income received	2018-12-31	$-294,582
Net income (gross income less expenses)	2018-12-31	$-460,223
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,635,720
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,095,943
Total contributions received or receivable from employer(s)	2018-12-31	$161,753
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$68,908
2017 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$57,501
Total plan liabilities at beginning of year	2017-12-31	$11,516
Total income from all sources	2017-12-31	$762,693
Expenses. Total of all expenses incurred	2017-12-31	$325,619
Benefits paid (including direct rollovers)	2017-12-31	$243,782
Total plan assets at end of year	2017-12-31	$5,153,444
Total plan assets at beginning of year	2017-12-31	$4,670,385
Value of fidelity bond covering the plan	2017-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$5,610
Other income received	2017-12-31	$624,116
Net income (gross income less expenses)	2017-12-31	$437,074
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,095,943
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,658,869
Total contributions received or receivable from employer(s)	2017-12-31	$138,577
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$76,227
2016 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$11,516
Total plan liabilities at beginning of year	2016-12-31	$11,939
Total income from all sources	2016-12-31	$495,472
Expenses. Total of all expenses incurred	2016-12-31	$332,761
Benefits paid (including direct rollovers)	2016-12-31	$215,222
Total plan assets at end of year	2016-12-31	$4,670,385
Total plan assets at beginning of year	2016-12-31	$4,508,097
Value of fidelity bond covering the plan	2016-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$5,093
Other income received	2016-12-31	$371,195
Net income (gross income less expenses)	2016-12-31	$162,711
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,658,869
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,496,158
Total contributions received or receivable from employer(s)	2016-12-31	$124,277
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$112,446
2015 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$11,939
Total plan liabilities at beginning of year	2015-12-31	$9,150
Total income from all sources	2015-12-31	$71,323
Expenses. Total of all expenses incurred	2015-12-31	$277,286
Benefits paid (including direct rollovers)	2015-12-31	$189,778
Total plan assets at end of year	2015-12-31	$4,508,097
Total plan assets at beginning of year	2015-12-31	$4,711,271
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$5,169
Other income received	2015-12-31	$-43,290
Net income (gross income less expenses)	2015-12-31	$-205,963
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,496,158
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,702,121
Total contributions received or receivable from employer(s)	2015-12-31	$114,613
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$82,339
2014 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$9,150
Total plan liabilities at beginning of year	2014-12-31	$7,500
Total income from all sources	2014-12-31	$328,353
Expenses. Total of all expenses incurred	2014-12-31	$264,430
Benefits paid (including direct rollovers)	2014-12-31	$197,141
Total plan assets at end of year	2014-12-31	$4,711,271
Total plan assets at beginning of year	2014-12-31	$4,645,698
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,220
Other income received	2014-12-31	$220,623
Net income (gross income less expenses)	2014-12-31	$63,923
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,702,121
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,638,198
Total contributions received or receivable from employer(s)	2014-12-31	$107,730
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$64,069
2013 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$7,500
Total plan liabilities at beginning of year	2013-12-31	$11,799
Total income from all sources	2013-12-31	$845,430
Expenses. Total of all expenses incurred	2013-12-31	$241,154
Benefits paid (including direct rollovers)	2013-12-31	$177,256
Total plan assets at end of year	2013-12-31	$4,645,698
Total plan assets at beginning of year	2013-12-31	$4,045,721
Value of fidelity bond covering the plan	2013-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,836
Other income received	2013-12-31	$744,643
Net income (gross income less expenses)	2013-12-31	$604,276
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,638,198
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,033,922
Total contributions received or receivable from employer(s)	2013-12-31	$100,787
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$59,062
2012 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$11,799
Total plan liabilities at beginning of year	2012-12-31	$11,121
Total income from all sources	2012-12-31	$470,141
Expenses. Total of all expenses incurred	2012-12-31	$252,256
Benefits paid (including direct rollovers)	2012-12-31	$183,494
Total plan assets at end of year	2012-12-31	$4,045,721
Total plan assets at beginning of year	2012-12-31	$3,827,158
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,545
Other income received	2012-12-31	$376,291
Net income (gross income less expenses)	2012-12-31	$217,885
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,033,922
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,816,037
Total contributions received or receivable from employer(s)	2012-12-31	$93,850
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$65,217
2011 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$11,121
Total plan liabilities at beginning of year	2011-12-31	$8,897
Total income from all sources	2011-12-31	$93,179
Expenses. Total of all expenses incurred	2011-12-31	$238,113
Benefits paid (including direct rollovers)	2011-12-31	$182,527
Total plan assets at end of year	2011-12-31	$3,827,158
Total plan assets at beginning of year	2011-12-31	$3,969,868
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$4,743
Net income (gross income less expenses)	2011-12-31	$-144,934
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,816,037
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,960,971
Total contributions received or receivable from employer(s)	2011-12-31	$88,436
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$55,586
2010 : LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$8,897
Total plan liabilities at beginning of year	2010-12-31	$10,350
Total income from all sources	2010-12-31	$607,805
Expenses. Total of all expenses incurred	2010-12-31	$237,827
Benefits paid (including direct rollovers)	2010-12-31	$192,578
Total plan assets at end of year	2010-12-31	$3,969,868
Total plan assets at beginning of year	2010-12-31	$3,601,343
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$514,283
Net income (gross income less expenses)	2010-12-31	$369,978
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,960,971
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,590,993
Total contributions received or receivable from employer(s)	2010-12-31	$93,522
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$45,249

Form 5500 Responses for LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND

2022: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LOCAL 363 PENSION FUND E [EIN = 131958069]

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Company Name:	LOCAL 363 IBEW SUPPLY HOUSE EMPLOYEE PENSION FUND TTEES
Employer identification number (EIN):	132972311
NAIC Classification:	423600