IBEW LOCAL 827 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN
| Measure | Date | Value |
|---|
| 2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $48,220 |
| Total income from all sources (including contributions) | 2012-12-31 | $88,171,376 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $60,848,808 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $56,068,513 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $538,707 |
| Value of total corrective distributions | 2012-12-31 | $4,802 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $50,475,903 |
| Value of total assets at end of year | 2012-12-31 | $497,992,097 |
| Value of total assets at beginning of year | 2012-12-31 | $470,717,749 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,236,786 |
| Total interest from all sources | 2012-12-31 | $8,210,690 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,588,493 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,588,493 |
| Administrative expenses professional fees incurred | 2012-12-31 | $67,429 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,643,224 |
| Participant contributions at end of year | 2012-12-31 | $4,670,385 |
| Participant contributions at beginning of year | 2012-12-31 | $4,493,716 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,365,237 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,879,133 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $47,846,099 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $48,220 |
| Other income not declared elsewhere | 2012-12-31 | $-7,204,244 |
| Administrative expenses (other) incurred | 2012-12-31 | $570,217 |
| Total non interest bearing cash at end of year | 2012-12-31 | $166,714 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $27,322,568 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $497,992,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $470,669,529 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $252,630 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $229,764,178 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $209,584,719 |
| Interest on participant loans | 2012-12-31 | $132,898 |
| Interest earned on other investments | 2012-12-31 | $7,460,014 |
| Income. Interest from US Government securities | 2012-12-31 | $345,484 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $272,294 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $224,285,677 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $207,069,874 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $28,356,933 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $18,183,105 |
| Asset value of US Government securities at end of year | 2012-12-31 | $2,475,135 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $20,243,686 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $23,860,577 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $8,239,957 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $986,580 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $56,068,513 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $6,907,838 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $9,263,516 |
| Contract administrator fees | 2012-12-31 | $3,346,510 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2012-12-31 | 350921680 |
