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I.B.E.W. LOCAL 910 PENSION FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL 910 PENSION FUND
Plan identification number 001

I.B.E.W. LOCAL 910 PENSION FUND Benefits

401k Plan TypeDefined 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

TRUSTEES OF LOCAL 910 I.B.E.W. PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF LOCAL 910 I.B.E.W. PENSION PLAN
Employer identification number (EIN):166149240
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 910 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012018-07-01
0012017-07-01MARK CAPONE JOHN O'DRISCOLL2018-10-30
0012016-07-01MARK CAPONE JOHN O'DRISCOLL2017-10-27
0012015-07-01MARK CAPONE JOHN O'DRISCOLL2016-11-11
0012014-07-01JOHN LOVE JOHN O'DRISCOLL2015-11-17
0012013-07-01JOHN LOVE JAMES WILLIAMS2014-11-17
0012012-07-01JOHN LOVE JAMES WILLIAMS2013-11-05
0012011-07-01JOHN LOVE JAMES WILLIAMS2012-12-14
0012009-07-01JOHN LOVE JAMES WILLIAMS2010-12-02

Plan Statistics for I.B.E.W. LOCAL 910 PENSION FUND

401k plan membership statisitcs for I.B.E.W. LOCAL 910 PENSION FUND

Measure Date Value
2022: I.B.E.W. LOCAL 910 PENSION FUND 2022 401k membership
Current value of assets2022-06-3066,520,523
Acturial value of assets for funding standard account2022-06-3059,804,690
Accrued liability for plan using immediate gains methods2022-06-3062,420,542
Unfunded liability for methods with bases using spread gains methods2022-06-300
Accrued liabiliy under entry age normal method2022-06-300
Normal cost under entry age normal method2022-06-300
Accrued liability under unit credit cost method2022-06-3062,420,542
RPA 94 current liability2022-06-30130,288,128
Expected increase in current liability due to benefits accruing during the plan year2022-06-303,318,537
Expected release from RPA 94 current liability for plan year2022-06-303,542,136
Expected plan disbursements for the plan year2022-06-303,942,136
Current value of assets2022-06-3066,520,523
Number of retired participants and beneficiaries receiving payment2022-06-30245
Current liability for retired participants and beneficiaries receiving payment2022-06-3045,270,186
Number of terminated vested participants2022-06-30135
Current liability for terminated vested participants2022-06-3021,026,550
Current liability for active participants non vested benefits2022-06-305,348,731
Current liability for active participants vested benefits2022-06-3058,639,661
Total number of active articipats2022-06-30311
Current liability for active participants2022-06-3063,988,392
Total participant count with liabilities2022-06-30691
Total current liabilitoes for participants with libailities2022-06-30130,285,128
Total employer contributions in plan year2022-06-304,751,718
Employer’s normal cost for plan year as of valuation date2022-06-301,533,576
Prior year credit balance2022-06-3010,799,097
Amortization credits as of valuation date2022-06-301,231,964
2021: I.B.E.W. LOCAL 910 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01691
Total number of active participants reported on line 7a of the Form 55002021-07-01322
Number of retired or separated participants receiving benefits2021-07-01248
Number of other retired or separated participants entitled to future benefits2021-07-01132
Total of all active and inactive participants2021-07-01702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01702
Number of employers contributing to the scheme2021-07-0138
Current value of assets2021-06-3053,529,054
Acturial value of assets for funding standard account2021-06-3053,332,128
Accrued liability for plan using immediate gains methods2021-06-3060,289,955
Unfunded liability for methods with bases using spread gains methods2021-06-300
Accrued liabiliy under entry age normal method2021-06-300
Normal cost under entry age normal method2021-06-300
Accrued liability under unit credit cost method2021-06-3060,289,955
RPA 94 current liability2021-06-30119,471,928
Expected increase in current liability due to benefits accruing during the plan year2021-06-303,094,325
Expected release from RPA 94 current liability for plan year2021-06-303,438,637
Expected plan disbursements for the plan year2021-06-303,788,637
Current value of assets2021-06-3053,529,054
Number of retired participants and beneficiaries receiving payment2021-06-30242
Current liability for retired participants and beneficiaries receiving payment2021-06-3041,695,153
Number of terminated vested participants2021-06-30130
Current liability for terminated vested participants2021-06-3016,711,897
Current liability for active participants non vested benefits2021-06-305,262,580
Current liability for active participants vested benefits2021-06-3055,802,298
Total number of active articipats2021-06-30315
Current liability for active participants2021-06-3061,064,878
Total participant count with liabilities2021-06-30687
Total current liabilitoes for participants with libailities2021-06-30119,471,928
Total employer contributions in plan year2021-06-304,142,672
Employer’s normal cost for plan year as of valuation date2021-06-301,503,875
Prior year credit balance2021-06-309,870,577
Amortization credits as of valuation date2021-06-301,004,636
2020: I.B.E.W. LOCAL 910 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01685
Total number of active participants reported on line 7a of the Form 55002020-07-01311
Number of retired or separated participants receiving benefits2020-07-01245
Number of other retired or separated participants entitled to future benefits2020-07-01135
Total of all active and inactive participants2020-07-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01691
Number of employers contributing to the scheme2020-07-0139
Current value of assets2020-06-3049,128,177
Acturial value of assets for funding standard account2020-06-3049,689,535
Accrued liability for plan using immediate gains methods2020-06-3056,058,063
Accrued liability under unit credit cost method2020-06-3056,058,063
RPA 94 current liability2020-06-30107,669,396
Expected increase in current liability due to benefits accruing during the plan year2020-06-302,841,185
Expected release from RPA 94 current liability for plan year2020-06-303,177,996
Expected plan disbursements for the plan year2020-06-303,527,996
Current value of assets2020-06-3049,128,177
Number of retired participants and beneficiaries receiving payment2020-06-30231
Current liability for retired participants and beneficiaries receiving payment2020-06-3036,294,137
Number of terminated vested participants2020-06-30130
Current liability for terminated vested participants2020-06-3014,746,995
Current liability for active participants non vested benefits2020-06-305,115,392
Current liability for active participants vested benefits2020-06-3051,512,872
Total number of active articipats2020-06-30312
Current liability for active participants2020-06-3056,628,264
Total participant count with liabilities2020-06-30673
Total current liabilitoes for participants with libailities2020-06-30107,669,396
Total employer contributions in plan year2020-06-303,890,097
Employer’s normal cost for plan year as of valuation date2020-06-301,502,787
Prior year credit balance2020-06-309,249,887
Amortization credits as of valuation date2020-06-301,004,636
2019: I.B.E.W. LOCAL 910 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01672
Total number of active participants reported on line 7a of the Form 55002019-07-01318
Number of retired or separated participants receiving benefits2019-07-01236
Number of other retired or separated participants entitled to future benefits2019-07-01131
Total of all active and inactive participants2019-07-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01685
Number of employers contributing to the scheme2019-07-0143
Current value of assets2019-06-3045,950,782
Acturial value of assets for funding standard account2019-06-3046,829,558
Accrued liability for plan using immediate gains methods2019-06-3053,448,743
Accrued liability under unit credit cost method2019-06-3053,448,743
RPA 94 current liability2019-06-30102,112,581
Expected increase in current liability due to benefits accruing during the plan year2019-06-302,801,318
Expected release from RPA 94 current liability for plan year2019-06-303,014,251
Expected plan disbursements for the plan year2019-06-303,339,251
Current value of assets2019-06-3045,950,782
Number of retired participants and beneficiaries receiving payment2019-06-30224
Current liability for retired participants and beneficiaries receiving payment2019-06-3034,291,232
Number of terminated vested participants2019-06-30134
Current liability for terminated vested participants2019-06-3014,728,858
Current liability for active participants non vested benefits2019-06-304,783,842
Current liability for active participants vested benefits2019-06-3048,308,649
Total number of active articipats2019-06-30304
Current liability for active participants2019-06-3053,092,491
Total participant count with liabilities2019-06-30662
Total current liabilitoes for participants with libailities2019-06-30102,112,581
Total employer contributions in plan year2019-06-303,871,867
Employer’s normal cost for plan year as of valuation date2019-06-301,452,786
Prior year credit balance2019-06-308,385,794
Amortization credits as of valuation date2019-06-301,290,183
2018: I.B.E.W. LOCAL 910 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01662
Total number of active participants reported on line 7a of the Form 55002018-07-01312
Number of retired or separated participants receiving benefits2018-07-01230
Number of other retired or separated participants entitled to future benefits2018-07-01130
Total of all active and inactive participants2018-07-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01672
Number of employers contributing to the scheme2018-07-0152
Current value of assets2018-06-3042,842,379
Acturial value of assets for funding standard account2018-06-3044,408,276
Accrued liability for plan using immediate gains methods2018-06-3049,610,025
Accrued liability under unit credit cost method2018-06-3049,610,025
RPA 94 current liability2018-06-3097,728,699
Expected increase in current liability due to benefits accruing during the plan year2018-06-302,499,986
Expected release from RPA 94 current liability for plan year2018-06-302,973,795
Expected plan disbursements for the plan year2018-06-303,298,795
Current value of assets2018-06-3042,842,379
Number of retired participants and beneficiaries receiving payment2018-06-30231
Current liability for retired participants and beneficiaries receiving payment2018-06-3033,980,258
Number of terminated vested participants2018-06-30133
Current liability for terminated vested participants2018-06-3014,435,629
Current liability for active participants non vested benefits2018-06-304,744,598
Current liability for active participants vested benefits2018-06-3044,568,214
Total number of active articipats2018-06-30294
Current liability for active participants2018-06-3049,312,812
Total participant count with liabilities2018-06-30658
Total current liabilitoes for participants with libailities2018-06-3097,728,699
Total employer contributions in plan year2018-06-303,513,998
Employer’s normal cost for plan year as of valuation date2018-06-301,294,672
Prior year credit balance2018-06-307,307,059
Amortization credits as of valuation date2018-06-301,295,823
2017: I.B.E.W. LOCAL 910 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01658
Total number of active participants reported on line 7a of the Form 55002017-07-01305
Number of retired or separated participants receiving benefits2017-07-01232
Number of other retired or separated participants entitled to future benefits2017-07-01113
Total of all active and inactive participants2017-07-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01650
Number of employers contributing to the scheme2017-07-0143
Current value of assets2017-06-3037,812,639
Acturial value of assets for funding standard account2017-06-3041,896,173
Accrued liability for plan using immediate gains methods2017-06-3047,484,687
Accrued liability under unit credit cost method2017-06-3047,484,687
RPA 94 current liability2017-06-3092,656,332
Expected increase in current liability due to benefits accruing during the plan year2017-06-302,343,846
Expected release from RPA 94 current liability for plan year2017-06-302,999,483
Expected plan disbursements for the plan year2017-06-303,324,483
Current value of assets2017-06-3037,812,639
Number of retired participants and beneficiaries receiving payment2017-06-30228
Current liability for retired participants and beneficiaries receiving payment2017-06-3032,173,235
Number of terminated vested participants2017-06-30129
Current liability for terminated vested participants2017-06-3014,094,766
Current liability for active participants non vested benefits2017-06-302,639,837
Current liability for active participants vested benefits2017-06-3043,748,494
Total number of active articipats2017-06-30287
Current liability for active participants2017-06-3046,388,331
Total participant count with liabilities2017-06-30644
Total current liabilitoes for participants with libailities2017-06-3092,656,332
Total employer contributions in plan year2017-06-303,440,083
Employer’s normal cost for plan year as of valuation date2017-06-301,254,382
Prior year credit balance2017-06-307,337,596
Amortization credits as of valuation date2017-06-301,295,826
2016: I.B.E.W. LOCAL 910 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01644
Total number of active participants reported on line 7a of the Form 55002016-07-01294
Number of retired or separated participants receiving benefits2016-07-01231
Number of other retired or separated participants entitled to future benefits2016-07-01133
Total of all active and inactive participants2016-07-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01658
Number of employers contributing to the scheme2016-07-0145
Current value of assets2016-06-3038,762,252
Acturial value of assets for funding standard account2016-06-3040,579,936
Accrued liability for plan using immediate gains methods2016-06-3044,130,602
Accrued liability under unit credit cost method2016-06-3044,160,302
RPA 94 current liability2016-06-3083,768,482
Expected increase in current liability due to benefits accruing during the plan year2016-06-302,114,308
Expected release from RPA 94 current liability for plan year2016-06-302,877,466
Expected plan disbursements for the plan year2016-06-303,202,466
Current value of assets2016-06-3038,762,253
Number of retired participants and beneficiaries receiving payment2016-06-30232
Current liability for retired participants and beneficiaries receiving payment2016-06-3031,011,674
Number of terminated vested participants2016-06-30123
Current liability for terminated vested participants2016-06-3012,464,058
Current liability for active participants non vested benefits2016-06-302,560,477
Current liability for active participants vested benefits2016-06-3037,732,273
Total number of active articipats2016-06-30297
Current liability for active participants2016-06-3040,292,750
Total participant count with liabilities2016-06-30652
Total current liabilitoes for participants with libailities2016-06-3083,768,482
Total employer contributions in plan year2016-06-303,081,323
Employer’s normal cost for plan year as of valuation date2016-06-301,184,489
Prior year credit balance2016-06-309,684,514
Amortization credits as of valuation date2016-06-301,295,825
2015: I.B.E.W. LOCAL 910 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01652
Total number of active participants reported on line 7a of the Form 55002015-07-01288
Number of retired or separated participants receiving benefits2015-07-01228
Number of other retired or separated participants entitled to future benefits2015-07-01128
Total of all active and inactive participants2015-07-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01644
Number of employers contributing to the scheme2015-07-0148
Current value of assets2015-06-3038,363,986
Acturial value of assets for funding standard account2015-06-3037,570,417
Accrued liability for plan using immediate gains methods2015-06-3042,061,180
Accrued liability under unit credit cost method2015-06-3042,061,180
RPA 94 current liability2015-06-3077,209,131
Expected increase in current liability due to benefits accruing during the plan year2015-06-302,071,824
Expected release from RPA 94 current liability for plan year2015-06-302,622,588
Expected plan disbursements for the plan year2015-06-302,922,588
Current value of assets2015-06-3038,363,986
Number of retired participants and beneficiaries receiving payment2015-06-30221
Current liability for retired participants and beneficiaries receiving payment2015-06-3028,039,780
Number of terminated vested participants2015-06-30121
Current liability for terminated vested participants2015-06-3011,100,851
Current liability for active participants non vested benefits2015-06-303,034,307
Current liability for active participants vested benefits2015-06-3035,034,193
Total number of active articipats2015-06-30308
Current liability for active participants2015-06-3038,068,500
Total participant count with liabilities2015-06-30650
Total current liabilitoes for participants with libailities2015-06-3077,209,131
Total employer contributions in plan year2015-06-303,470,756
Employer’s normal cost for plan year as of valuation date2015-06-301,196,664
Prior year credit balance2015-06-308,322,790
Amortization credits as of valuation date2015-06-301,295,825
2014: I.B.E.W. LOCAL 910 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01650
Total number of active participants reported on line 7a of the Form 55002014-07-01297
Number of retired or separated participants receiving benefits2014-07-01233
Number of other retired or separated participants entitled to future benefits2014-07-01122
Total of all active and inactive participants2014-07-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01652
Number of employers contributing to the scheme2014-07-0141
Current value of assets2014-06-3032,531,462
Acturial value of assets for funding standard account2014-06-3034,684,645
RPA 94 current liability2014-06-3074,480,617
Expected increase in current liability due to benefits accruing during the plan year2014-06-302,212,791
Expected release from RPA 94 current liability for plan year2014-06-302,554,031
Expected plan disbursements for the plan year2014-06-302,854,031
Current value of assets2014-06-3032,531,463
Number of retired participants and beneficiaries receiving payment2014-06-30203
Current liability for retired participants and beneficiaries receiving payment2014-06-3024,464,495
Number of terminated vested participants2014-06-30120
Current liability for terminated vested participants2014-06-3010,762,269
Current liability for active participants non vested benefits2014-06-303,148,918
Current liability for active participants vested benefits2014-06-3036,104,935
Total number of active articipats2014-06-30330
Current liability for active participants2014-06-3039,253,853
Total participant count with liabilities2014-06-30653
Total current liabilitoes for participants with libailities2014-06-3074,480,617
Total employer contributions in plan year2014-06-302,813,168
Employer’s normal cost for plan year as of valuation date2014-06-301,270,853
Prior year credit balance2014-06-307,759,100
Amortization credits as of valuation date2014-06-301,295,824
2013: I.B.E.W. LOCAL 910 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01653
Total number of active participants reported on line 7a of the Form 55002013-07-01309
Number of retired or separated participants receiving benefits2013-07-01221
Number of other retired or separated participants entitled to future benefits2013-07-01120
Total of all active and inactive participants2013-07-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01650
Number of employers contributing to the scheme2013-07-0142
2012: I.B.E.W. LOCAL 910 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01649
Total number of active participants reported on line 7a of the Form 55002012-07-01335
Number of retired or separated participants receiving benefits2012-07-01201
Number of other retired or separated participants entitled to future benefits2012-07-01117
Total of all active and inactive participants2012-07-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01653
Number of employers contributing to the scheme2012-07-0148
2011: I.B.E.W. LOCAL 910 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01662
Total number of active participants reported on line 7a of the Form 55002011-07-01363
Number of retired or separated participants receiving benefits2011-07-01189
Number of other retired or separated participants entitled to future benefits2011-07-0197
Total of all active and inactive participants2011-07-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01649
Number of employers contributing to the scheme2011-07-0146
2009: I.B.E.W. LOCAL 910 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01648
Total number of active participants reported on line 7a of the Form 55002009-07-01389
Number of retired or separated participants receiving benefits2009-07-01189
Number of other retired or separated participants entitled to future benefits2009-07-0189
Total of all active and inactive participants2009-07-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01667
Number of employers contributing to the scheme2009-07-0148

Financial Data on I.B.E.W. LOCAL 910 PENSION FUND

Measure Date Value
2022 : I.B.E.W. LOCAL 910 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-5,891,493
Total unrealized appreciation/depreciation of assets2022-06-30$-5,891,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$97,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$91,239
Total income from all sources (including contributions)2022-06-30$317,606
Total loss/gain on sale of assets2022-06-30$275,994
Total of all expenses incurred2022-06-30$4,267,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,462,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,751,718
Value of total assets at end of year2022-06-30$62,668,391
Value of total assets at beginning of year2022-06-30$66,611,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$804,923
Total interest from all sources2022-06-30$454,945
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$708,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$125,103
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$199,699
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$265,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$131,930
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$114,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$53,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$55,804
Other income not declared elsewhere2022-06-30$17,663
Administrative expenses (other) incurred2022-06-30$263,039
Liabilities. Value of operating payables at end of year2022-06-30$44,245
Liabilities. Value of operating payables at beginning of year2022-06-30$35,435
Total non interest bearing cash at end of year2022-06-30$390,160
Total non interest bearing cash at beginning of year2022-06-30$429,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,949,420
Value of net assets at end of year (total assets less liabilities)2022-06-30$62,571,103
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$66,520,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$6,317,878
Assets. partnership/joint venture interests at beginning of year2022-06-30$4,950,014
Investment advisory and management fees2022-06-30$416,781
Income. Interest from US Government securities2022-06-30$454,657
Value of interest in common/collective trusts at end of year2022-06-30$22,462
Value of interest in common/collective trusts at beginning of year2022-06-30$25,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,683,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$5,580,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$5,580,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$288
Asset value of US Government securities at end of year2022-06-30$12,427,883
Asset value of US Government securities at beginning of year2022-06-30$10,547,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$4,751,718
Employer contributions (assets) at end of year2022-06-30$493,749
Employer contributions (assets) at beginning of year2022-06-30$537,163
Income. Dividends from common stock2022-06-30$708,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,462,103
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$6,615,494
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$7,470,684
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$34,385,690
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$36,690,677
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$38,559,923
Aggregate carrying amount (costs) on sale of assets2022-06-30$38,283,929
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2022-06-30161215909
2021 : I.B.E.W. LOCAL 910 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$10,637,231
Total unrealized appreciation/depreciation of assets2021-06-30$10,637,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$91,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$65,947
Total income from all sources (including contributions)2021-06-30$16,933,190
Total loss/gain on sale of assets2021-06-30$1,331,731
Total of all expenses incurred2021-06-30$3,941,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,181,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,142,672
Value of total assets at end of year2021-06-30$66,611,762
Value of total assets at beginning of year2021-06-30$53,595,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$760,484
Total interest from all sources2021-06-30$439,524
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$270,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$112,231
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$265,615
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$1,244,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$114,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$117,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$55,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$21,181
Other income not declared elsewhere2021-06-30$111,402
Administrative expenses (other) incurred2021-06-30$277,443
Liabilities. Value of operating payables at end of year2021-06-30$35,435
Liabilities. Value of operating payables at beginning of year2021-06-30$44,766
Total non interest bearing cash at end of year2021-06-30$429,800
Total non interest bearing cash at beginning of year2021-06-30$332,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,991,469
Value of net assets at end of year (total assets less liabilities)2021-06-30$66,520,523
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$53,529,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$4,950,014
Assets. partnership/joint venture interests at beginning of year2021-06-30$4,712,052
Investment advisory and management fees2021-06-30$370,810
Income. Interest from US Government securities2021-06-30$439,370
Value of interest in common/collective trusts at end of year2021-06-30$25,055
Value of interest in common/collective trusts at beginning of year2021-06-30$49,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$5,580,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$1,686,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$1,686,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$154
Asset value of US Government securities at end of year2021-06-30$10,547,432
Asset value of US Government securities at beginning of year2021-06-30$9,095,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$4,142,672
Employer contributions (assets) at end of year2021-06-30$537,163
Employer contributions (assets) at beginning of year2021-06-30$381,506
Income. Dividends from common stock2021-06-30$270,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,181,237
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$7,470,684
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$8,631,302
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$36,690,677
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$27,343,971
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$41,719,037
Aggregate carrying amount (costs) on sale of assets2021-06-30$40,387,306
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2021-06-30161215909
2020 : I.B.E.W. LOCAL 910 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$3,649,665
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$3,649,665
Total unrealized appreciation/depreciation of assets2020-06-30$3,649,665
Total unrealized appreciation/depreciation of assets2020-06-30$3,649,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$65,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$65,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$61,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$61,476
Total income from all sources (including contributions)2020-06-30$8,139,841
Total income from all sources (including contributions)2020-06-30$8,139,841
Total loss/gain on sale of assets2020-06-30$-511,438
Total loss/gain on sale of assets2020-06-30$-511,438
Total of all expenses incurred2020-06-30$3,738,964
Total of all expenses incurred2020-06-30$3,738,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,029,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,029,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,890,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,890,097
Value of total assets at end of year2020-06-30$53,595,001
Value of total assets at end of year2020-06-30$53,595,001
Value of total assets at beginning of year2020-06-30$49,189,653
Value of total assets at beginning of year2020-06-30$49,189,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$709,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$709,233
Total interest from all sources2020-06-30$525,046
Total interest from all sources2020-06-30$525,046
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$276,646
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$276,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$104,448
Administrative expenses professional fees incurred2020-06-30$104,448
Was this plan covered by a fidelity bond2020-06-30Yes
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$1,244,282
Assets. Other investments not covered elsewhere at end of year2020-06-30$1,244,282
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$1,764,754
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$1,764,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$117,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$117,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$138,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$138,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$21,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$21,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$19,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$19,397
Other income not declared elsewhere2020-06-30$309,825
Other income not declared elsewhere2020-06-30$309,825
Administrative expenses (other) incurred2020-06-30$276,879
Administrative expenses (other) incurred2020-06-30$276,879
Liabilities. Value of operating payables at end of year2020-06-30$44,766
Liabilities. Value of operating payables at end of year2020-06-30$44,766
Liabilities. Value of operating payables at beginning of year2020-06-30$42,079
Liabilities. Value of operating payables at beginning of year2020-06-30$42,079
Total non interest bearing cash at end of year2020-06-30$332,474
Total non interest bearing cash at end of year2020-06-30$332,474
Total non interest bearing cash at beginning of year2020-06-30$376,406
Total non interest bearing cash at beginning of year2020-06-30$376,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,400,877
Value of net income/loss2020-06-30$4,400,877
Value of net assets at end of year (total assets less liabilities)2020-06-30$53,529,054
Value of net assets at end of year (total assets less liabilities)2020-06-30$53,529,054
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$49,128,177
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$49,128,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$4,712,052
Assets. partnership/joint venture interests at end of year2020-06-30$4,712,052
Assets. partnership/joint venture interests at beginning of year2020-06-30$4,701,618
Assets. partnership/joint venture interests at beginning of year2020-06-30$4,701,618
Investment advisory and management fees2020-06-30$327,906
Investment advisory and management fees2020-06-30$327,906
Income. Interest from US Government securities2020-06-30$521,597
Income. Interest from US Government securities2020-06-30$521,597
Value of interest in common/collective trusts at end of year2020-06-30$49,604
Value of interest in common/collective trusts at end of year2020-06-30$49,604
Value of interest in common/collective trusts at beginning of year2020-06-30$48,953
Value of interest in common/collective trusts at beginning of year2020-06-30$48,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,686,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$1,686,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,397,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,397,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$1,397,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$1,397,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$3,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$3,449
Asset value of US Government securities at end of year2020-06-30$9,095,646
Asset value of US Government securities at end of year2020-06-30$9,095,646
Asset value of US Government securities at beginning of year2020-06-30$9,861,206
Asset value of US Government securities at beginning of year2020-06-30$9,861,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,890,097
Contributions received in cash from employer2020-06-30$3,890,097
Employer contributions (assets) at end of year2020-06-30$381,506
Employer contributions (assets) at end of year2020-06-30$381,506
Employer contributions (assets) at beginning of year2020-06-30$559,101
Employer contributions (assets) at beginning of year2020-06-30$559,101
Income. Dividends from common stock2020-06-30$276,646
Income. Dividends from common stock2020-06-30$276,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,029,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,029,731
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$8,631,302
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$8,631,302
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$7,585,340
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$7,585,340
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$27,343,971
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$27,343,971
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$22,756,118
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$22,756,118
Did the plan have assets held for investment2020-06-30Yes
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$37,973,275
Aggregate proceeds on sale of assets2020-06-30$37,973,275
Aggregate carrying amount (costs) on sale of assets2020-06-30$38,484,713
Aggregate carrying amount (costs) on sale of assets2020-06-30$38,484,713
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30STACKEL & NAVARRA CPA PC
Accountancy firm name2020-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2020-06-30161215909
Accountancy firm EIN2020-06-30161215909
2018 : I.B.E.W. LOCAL 910 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$1,606,601
Total unrealized appreciation/depreciation of assets2018-06-30$1,606,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$97,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$110,747
Total income from all sources (including contributions)2018-06-30$6,832,533
Total loss/gain on sale of assets2018-06-30$967,206
Total of all expenses incurred2018-06-30$3,724,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,068,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,513,998
Value of total assets at end of year2018-06-30$46,048,594
Value of total assets at beginning of year2018-06-30$42,953,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$656,050
Total interest from all sources2018-06-30$454,664
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$290,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$106,482
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$123,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$97,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$49,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$76,854
Administrative expenses (other) incurred2018-06-30$243,444
Liabilities. Value of operating payables at end of year2018-06-30$48,074
Liabilities. Value of operating payables at beginning of year2018-06-30$33,893
Total non interest bearing cash at end of year2018-06-30$304,782
Total non interest bearing cash at beginning of year2018-06-30$367,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,108,403
Value of net assets at end of year (total assets less liabilities)2018-06-30$45,950,782
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$42,842,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$4,409,091
Assets. partnership/joint venture interests at beginning of year2018-06-30$3,636,455
Investment advisory and management fees2018-06-30$306,124
Income. Interest from US Government securities2018-06-30$453,130
Value of interest in common/collective trusts at end of year2018-06-30$67,873
Value of interest in common/collective trusts at beginning of year2018-06-30$87,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,921,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$1,118,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$1,118,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$1,534
Asset value of US Government securities at end of year2018-06-30$8,589,379
Asset value of US Government securities at beginning of year2018-06-30$6,183,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,513,998
Employer contributions (assets) at end of year2018-06-30$408,445
Employer contributions (assets) at beginning of year2018-06-30$377,951
Income. Dividends from common stock2018-06-30$290,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,068,080
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$5,659,384
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$6,954,583
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$24,564,622
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$24,129,611
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$31,843,921
Aggregate carrying amount (costs) on sale of assets2018-06-30$30,876,715
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2018-06-30161215909
2017 : I.B.E.W. LOCAL 910 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$3,061,583
Total unrealized appreciation/depreciation of assets2017-06-30$3,061,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$110,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$493,121
Total income from all sources (including contributions)2017-06-30$8,726,077
Total loss/gain on sale of assets2017-06-30$1,082,528
Total of all expenses incurred2017-06-30$3,696,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,881,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,440,083
Value of total assets at end of year2017-06-30$42,953,126
Value of total assets at beginning of year2017-06-30$38,305,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$814,482
Total interest from all sources2017-06-30$373,272
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$610,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$100,650
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$97,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$117,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$76,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$458,343
Other income not declared elsewhere2017-06-30$158,307
Administrative expenses (other) incurred2017-06-30$412,916
Liabilities. Value of operating payables at end of year2017-06-30$33,893
Liabilities. Value of operating payables at beginning of year2017-06-30$34,778
Total non interest bearing cash at end of year2017-06-30$367,365
Total non interest bearing cash at beginning of year2017-06-30$311,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$5,029,740
Value of net assets at end of year (total assets less liabilities)2017-06-30$42,842,379
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$37,812,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$3,636,455
Assets. partnership/joint venture interests at beginning of year2017-06-30$3,528,923
Investment advisory and management fees2017-06-30$300,916
Income. Interest from US Government securities2017-06-30$372,701
Value of interest in common/collective trusts at end of year2017-06-30$87,552
Value of interest in common/collective trusts at beginning of year2017-06-30$103,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$1,118,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,133,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,133,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$571
Asset value of US Government securities at end of year2017-06-30$6,183,160
Asset value of US Government securities at beginning of year2017-06-30$4,999,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,440,083
Employer contributions (assets) at end of year2017-06-30$377,951
Employer contributions (assets) at beginning of year2017-06-30$509,694
Income. Dividends from common stock2017-06-30$610,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,881,855
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$6,954,583
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$6,466,100
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$24,129,611
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$21,135,174
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$21,056,938
Aggregate carrying amount (costs) on sale of assets2017-06-30$19,974,410
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2017-06-30161215909
2016 : I.B.E.W. LOCAL 910 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,026,163
Total unrealized appreciation/depreciation of assets2016-06-30$-1,026,163
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$493,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$520,637
Total income from all sources (including contributions)2016-06-30$2,954,114
Total loss/gain on sale of assets2016-06-30$-192,150
Total of all expenses incurred2016-06-30$3,903,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,002,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,081,323
Value of total assets at end of year2016-06-30$38,305,760
Value of total assets at beginning of year2016-06-30$39,282,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$901,391
Total interest from all sources2016-06-30$429,927
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$445,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$108,025
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$183,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$117,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$136,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$458,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$477,417
Other income not declared elsewhere2016-06-30$215,178
Administrative expenses (other) incurred2016-06-30$524,283
Liabilities. Value of operating payables at end of year2016-06-30$34,778
Liabilities. Value of operating payables at beginning of year2016-06-30$43,220
Total non interest bearing cash at end of year2016-06-30$311,377
Total non interest bearing cash at beginning of year2016-06-30$388,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-949,614
Value of net assets at end of year (total assets less liabilities)2016-06-30$37,812,639
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$38,762,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$3,528,923
Assets. partnership/joint venture interests at beginning of year2016-06-30$3,355,975
Investment advisory and management fees2016-06-30$269,083
Income. Interest from US Government securities2016-06-30$429,452
Value of interest in common/collective trusts at end of year2016-06-30$103,412
Value of interest in common/collective trusts at beginning of year2016-06-30$118,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,133,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,459,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,459,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$475
Asset value of US Government securities at end of year2016-06-30$4,999,875
Asset value of US Government securities at beginning of year2016-06-30$5,705,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$3,081,323
Employer contributions (assets) at end of year2016-06-30$509,694
Employer contributions (assets) at beginning of year2016-06-30$483,767
Income. Dividends from common stock2016-06-30$445,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,002,337
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$6,466,100
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$6,547,135
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$21,135,174
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$20,903,952
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate carrying amount (costs) on sale of assets2016-06-30$192,150
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2016-06-30161215909
2015 : I.B.E.W. LOCAL 910 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$350,956
Total unrealized appreciation/depreciation of assets2015-06-30$350,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$520,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$390,858
Total income from all sources (including contributions)2015-06-30$4,122,387
Total loss/gain on sale of assets2015-06-30$-432,710
Total of all expenses incurred2015-06-30$3,724,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,940,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,470,756
Value of total assets at end of year2015-06-30$39,282,890
Value of total assets at beginning of year2015-06-30$38,754,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$783,386
Total interest from all sources2015-06-30$298,127
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$284,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$125,842
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$183,816
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$217,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$136,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$110,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$477,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$352,931
Other income not declared elsewhere2015-06-30$151,178
Administrative expenses (other) incurred2015-06-30$367,069
Liabilities. Value of operating payables at end of year2015-06-30$43,220
Liabilities. Value of operating payables at beginning of year2015-06-30$37,927
Total non interest bearing cash at end of year2015-06-30$388,200
Total non interest bearing cash at beginning of year2015-06-30$431,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$398,267
Value of net assets at end of year (total assets less liabilities)2015-06-30$38,762,253
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$38,363,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$3,355,975
Assets. partnership/joint venture interests at beginning of year2015-06-30$3,108,852
Investment advisory and management fees2015-06-30$290,475
Income. Interest from US Government securities2015-06-30$297,735
Value of interest in common/collective trusts at end of year2015-06-30$118,678
Value of interest in common/collective trusts at beginning of year2015-06-30$130,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,459,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,407,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,407,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$392
Asset value of US Government securities at end of year2015-06-30$5,705,272
Asset value of US Government securities at beginning of year2015-06-30$4,119,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,470,756
Employer contributions (assets) at end of year2015-06-30$483,767
Employer contributions (assets) at beginning of year2015-06-30$430,860
Income. Dividends from common stock2015-06-30$284,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,940,734
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$6,547,135
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$6,113,275
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$20,903,952
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$22,685,491
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$11,442,087
Aggregate carrying amount (costs) on sale of assets2015-06-30$11,874,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2015-06-30161215909
2014 : I.B.E.W. LOCAL 910 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$4,233,677
Total unrealized appreciation/depreciation of assets2014-06-30$4,233,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$390,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$271,005
Total income from all sources (including contributions)2014-06-30$9,180,613
Total loss/gain on sale of assets2014-06-30$1,409,767
Total of all expenses incurred2014-06-30$3,348,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,620,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,813,168
Value of total assets at end of year2014-06-30$38,754,844
Value of total assets at beginning of year2014-06-30$32,802,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$727,175
Total interest from all sources2014-06-30$368,210
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$190,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$102,582
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$3,326,316
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$188,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$110,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$110,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$352,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$222,240
Other income not declared elsewhere2014-06-30$165,079
Administrative expenses (other) incurred2014-06-30$373,778
Liabilities. Value of operating payables at end of year2014-06-30$37,927
Liabilities. Value of operating payables at beginning of year2014-06-30$48,765
Total non interest bearing cash at end of year2014-06-30$431,279
Total non interest bearing cash at beginning of year2014-06-30$214,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,832,523
Value of net assets at end of year (total assets less liabilities)2014-06-30$38,363,986
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$32,531,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$250,815
Income. Interest from US Government securities2014-06-30$367,402
Value of interest in common/collective trusts at end of year2014-06-30$130,568
Value of interest in common/collective trusts at beginning of year2014-06-30$2,605,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,407,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,045,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,045,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$808
Asset value of US Government securities at end of year2014-06-30$4,119,119
Asset value of US Government securities at beginning of year2014-06-30$7,363,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,813,168
Employer contributions (assets) at end of year2014-06-30$430,860
Employer contributions (assets) at beginning of year2014-06-30$287,224
Income. Dividends from common stock2014-06-30$190,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,620,915
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$6,113,275
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$3,593,193
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$22,685,491
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$17,394,428
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$15,206,376
Aggregate carrying amount (costs) on sale of assets2014-06-30$13,796,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2014-06-30161215909
2013 : I.B.E.W. LOCAL 910 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$2,279,142
Total unrealized appreciation/depreciation of assets2013-06-30$2,279,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$271,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$122,050
Total income from all sources (including contributions)2013-06-30$7,138,995
Total loss/gain on sale of assets2013-06-30$1,195,030
Total of all expenses incurred2013-06-30$3,310,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,616,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,035,763
Value of total assets at end of year2013-06-30$32,802,467
Value of total assets at beginning of year2013-06-30$28,824,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$693,731
Total interest from all sources2013-06-30$270,853
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$222,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$123,429
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$188,122
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$188,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$110,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$32,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$222,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$80,208
Other income not declared elsewhere2013-06-30$135,380
Administrative expenses (other) incurred2013-06-30$348,948
Liabilities. Value of operating payables at end of year2013-06-30$48,765
Liabilities. Value of operating payables at beginning of year2013-06-30$41,842
Total non interest bearing cash at end of year2013-06-30$214,406
Total non interest bearing cash at beginning of year2013-06-30$481,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,828,623
Value of net assets at end of year (total assets less liabilities)2013-06-30$32,531,462
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$28,702,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$221,354
Income. Interest from US Government securities2013-06-30$269,975
Value of interest in common/collective trusts at end of year2013-06-30$2,605,907
Value of interest in common/collective trusts at beginning of year2013-06-30$2,293,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,045,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$821,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$821,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$878
Asset value of US Government securities at end of year2013-06-30$7,363,149
Asset value of US Government securities at beginning of year2013-06-30$6,289,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,035,763
Employer contributions (assets) at end of year2013-06-30$287,224
Employer contributions (assets) at beginning of year2013-06-30$355,711
Income. Dividends from common stock2013-06-30$222,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,616,641
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$3,593,193
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$2,802,400
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$17,394,428
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$15,558,461
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$11,617,305
Aggregate carrying amount (costs) on sale of assets2013-06-30$10,422,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2013-06-30161215909
2012 : I.B.E.W. LOCAL 910 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$351,839
Total unrealized appreciation/depreciation of assets2012-06-30$351,839
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$122,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$77,940
Total income from all sources (including contributions)2012-06-30$3,929,366
Total loss/gain on sale of assets2012-06-30$8,537
Total of all expenses incurred2012-06-30$3,128,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,486,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,984,464
Value of total assets at end of year2012-06-30$28,824,889
Value of total assets at beginning of year2012-06-30$27,980,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$642,359
Total interest from all sources2012-06-30$238,783
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$205,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$105,425
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$188,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$32,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$37,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$31,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$8,789
Other income not declared elsewhere2012-06-30$140,036
Administrative expenses (other) incurred2012-06-30$326,023
Liabilities. Value of operating payables at end of year2012-06-30$90,141
Liabilities. Value of operating payables at beginning of year2012-06-30$69,151
Total non interest bearing cash at end of year2012-06-30$481,181
Total non interest bearing cash at beginning of year2012-06-30$283,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$800,711
Value of net assets at end of year (total assets less liabilities)2012-06-30$28,702,839
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$27,902,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$210,911
Income. Interest from US Government securities2012-06-30$238,774
Value of interest in common/collective trusts at end of year2012-06-30$2,293,253
Value of interest in common/collective trusts at beginning of year2012-06-30$2,285,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$821,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$521,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$521,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$9
Asset value of US Government securities at end of year2012-06-30$6,289,992
Asset value of US Government securities at beginning of year2012-06-30$6,925,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,984,464
Employer contributions (assets) at end of year2012-06-30$355,711
Employer contributions (assets) at beginning of year2012-06-30$351,085
Income. Dividends from common stock2012-06-30$205,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,486,296
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$2,802,400
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,697,113
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$15,558,461
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$15,878,637
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$9,625,742
Aggregate carrying amount (costs) on sale of assets2012-06-30$9,617,205
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2012-06-30161215909
2011 : I.B.E.W. LOCAL 910 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$2,829,136
Total unrealized appreciation/depreciation of assets2011-06-30$2,829,136
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$77,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$104,602
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$7,548,383
Total loss/gain on sale of assets2011-06-30$1,105,253
Total of all expenses incurred2011-06-30$3,096,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,424,249
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$3,043,879
Value of total assets at end of year2011-06-30$27,980,068
Value of total assets at beginning of year2011-06-30$23,554,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$671,952
Total interest from all sources2011-06-30$202,903
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$214,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$99,865
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$37,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$51,932
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$8,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$37,831
Other income not declared elsewhere2011-06-30$152,365
Administrative expenses (other) incurred2011-06-30$382,731
Liabilities. Value of operating payables at end of year2011-06-30$69,151
Liabilities. Value of operating payables at beginning of year2011-06-30$66,771
Total non interest bearing cash at end of year2011-06-30$283,177
Total non interest bearing cash at beginning of year2011-06-30$245,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$4,452,182
Value of net assets at end of year (total assets less liabilities)2011-06-30$27,902,128
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$23,449,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$189,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$0
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$202,863
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$2,285,475
Value of interest in common/collective trusts at beginning of year2011-06-30$2,282,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$521,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$445,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$445,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$40
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$6,925,918
Asset value of US Government securities at beginning of year2011-06-30$5,970,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$3,043,879
Employer contributions (assets) at end of year2011-06-30$351,085
Employer contributions (assets) at beginning of year2011-06-30$313,974
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$214,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,424,249
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,697,113
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,785,975
Contract administrator fees2011-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$15,878,637
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$12,458,925
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$10,725,210
Aggregate carrying amount (costs) on sale of assets2011-06-30$9,619,957
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30STACKEL & NAVARRA CPA PC
Accountancy firm EIN2011-06-30161215909

Form 5500 Responses for I.B.E.W. LOCAL 910 PENSION FUND

2021: I.B.E.W. LOCAL 910 PENSION FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL 910 PENSION FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL 910 PENSION FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 910 PENSION FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL 910 PENSION FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL 910 PENSION FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL 910 PENSION FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL 910 PENSION FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL 910 PENSION FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL 910 PENSION FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL 910 PENSION FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL 910 PENSION FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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