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IBEW LOCAL UNION 94 ANNUITY FUND 401k Plan overview

Plan NameIBEW LOCAL UNION 94 ANNUITY FUND
Plan identification number 001

IBEW LOCAL UNION 94 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOCAL UNION 94 I.B.E.W. has sponsored the creation of one or more 401k plans.

Company Name:LOCAL UNION 94 I.B.E.W.
Employer identification number (EIN):223314988
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION 94 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENNETH THOMAN
0012016-01-01KENNETH THOMAN
0012015-01-01KENNETH THOMAN
0012014-01-01KENNETH THOMAN
0012013-01-01KENNETH THOMAN
0012012-01-01JOHN GERRITY
0012011-01-01JOHN G. GERRITY2012-09-20 JOHN G. GERRITY2012-09-20
0012010-01-01JOHN GERRITY
0012009-01-01JOHN GERRITY

Plan Statistics for IBEW LOCAL UNION 94 ANNUITY FUND

401k plan membership statisitcs for IBEW LOCAL UNION 94 ANNUITY FUND

Measure Date Value
2022: IBEW LOCAL UNION 94 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,604
Total number of active participants reported on line 7a of the Form 55002022-01-012,673
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,836
Number of participants with account balances2022-01-012,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0119
2021: IBEW LOCAL UNION 94 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,500
Total number of active participants reported on line 7a of the Form 55002021-01-012,451
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01153
Total of all active and inactive participants2021-01-012,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,604
Number of participants with account balances2021-01-012,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0115
2020: IBEW LOCAL UNION 94 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,417
Total number of active participants reported on line 7a of the Form 55002020-01-012,405
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-012,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,500
Number of participants with account balances2020-01-012,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0113
2019: IBEW LOCAL UNION 94 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,239
Total number of active participants reported on line 7a of the Form 55002019-01-012,323
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-012,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,417
Number of participants with account balances2019-01-012,417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0113
2018: IBEW LOCAL UNION 94 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,177
Total number of active participants reported on line 7a of the Form 55002018-01-012,132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01105
Total of all active and inactive participants2018-01-012,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,239
Number of participants with account balances2018-01-012,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0113
2017: IBEW LOCAL UNION 94 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,297
Total number of active participants reported on line 7a of the Form 55002017-01-012,094
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-012,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,177
Number of participants with account balances2017-01-012,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0112
2016: IBEW LOCAL UNION 94 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,991
Total number of active participants reported on line 7a of the Form 55002016-01-012,193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-012,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-012,297
Number of participants with account balances2016-01-012,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-019
2015: IBEW LOCAL UNION 94 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,021
Total number of active participants reported on line 7a of the Form 55002015-01-011,891
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-011,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,991
Number of participants with account balances2015-01-011,964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0110
2014: IBEW LOCAL UNION 94 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,221
Total number of active participants reported on line 7a of the Form 55002014-01-011,894
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01126
Total of all active and inactive participants2014-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,021
Number of participants with account balances2014-01-011,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0111
2013: IBEW LOCAL UNION 94 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,207
Total number of active participants reported on line 7a of the Form 55002013-01-012,080
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01140
Total of all active and inactive participants2013-01-012,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,221
Number of participants with account balances2013-01-012,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0111
2012: IBEW LOCAL UNION 94 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,129
Total number of active participants reported on line 7a of the Form 55002012-01-012,091
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-012,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,207
Number of participants with account balances2012-01-011,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0110
2010: IBEW LOCAL UNION 94 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,982
Total number of active participants reported on line 7a of the Form 55002010-01-011,920
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0176
Total of all active and inactive participants2010-01-011,996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,996
Number of participants with account balances2010-01-011,796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-018
2009: IBEW LOCAL UNION 94 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,754
Total number of active participants reported on line 7a of the Form 55002009-01-011,906
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-011,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,982
Number of participants with account balances2009-01-011,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-019

Financial Data on IBEW LOCAL UNION 94 ANNUITY FUND

Measure Date Value
2022 : IBEW LOCAL UNION 94 ANNUITY FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,076
Total income from all sources (including contributions)2022-12-31$-193,454
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,065,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,902,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,942,685
Value of total assets at end of year2022-12-31$18,120,456
Value of total assets at beginning of year2022-12-31$21,371,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$163,101
Total interest from all sources2022-12-31$67
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$438,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$438,192
Administrative expenses professional fees incurred2022-12-31$32,161
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$670,625
Participant contributions at end of year2022-12-31$32,088
Participant contributions at beginning of year2022-12-31$49,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$36,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,726
Liabilities. Value of operating payables at end of year2022-12-31$12,827
Liabilities. Value of operating payables at beginning of year2022-12-31$5,076
Total non interest bearing cash at end of year2022-12-31$271,091
Total non interest bearing cash at beginning of year2022-12-31$207,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,258,756
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,107,629
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,366,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,297,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,632,681
Value of interest in common/collective trusts at end of year2022-12-31$1,149,757
Value of interest in common/collective trusts at beginning of year2022-12-31$1,277,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,585,642
Net investment gain or loss from common/collective trusts2022-12-31$11,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,272,060
Employer contributions (assets) at end of year2022-12-31$358,113
Employer contributions (assets) at beginning of year2022-12-31$199,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,865,597
Contract administrator fees2022-12-31$127,132
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2022-12-31222212404
2021 : IBEW LOCAL UNION 94 ANNUITY FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,465
Total income from all sources (including contributions)2021-12-31$5,587,513
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,292,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,144,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,938,681
Value of total assets at end of year2021-12-31$21,371,461
Value of total assets at beginning of year2021-12-31$19,076,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,647
Total interest from all sources2021-12-31$175
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,146,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,146,173
Administrative expenses professional fees incurred2021-12-31$132,507
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$847,026
Participant contributions at end of year2021-12-31$49,261
Participant contributions at beginning of year2021-12-31$39,360
Administrative expenses (other) incurred2021-12-31$13,976
Liabilities. Value of operating payables at end of year2021-12-31$5,076
Liabilities. Value of operating payables at beginning of year2021-12-31$5,465
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,295,511
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,366,385
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,070,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,632,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,363,202
Value of interest in common/collective trusts at end of year2021-12-31$1,277,322
Value of interest in common/collective trusts at beginning of year2021-12-31$1,195,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$212,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$257,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$257,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,502,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,091,655
Employer contributions (assets) at end of year2021-12-31$199,857
Employer contributions (assets) at beginning of year2021-12-31$219,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,144,355
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BARNETT AND PATTERSON, LLC.
Accountancy firm EIN2021-12-31831593573
2020 : IBEW LOCAL UNION 94 ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,708
Total income from all sources (including contributions)2020-12-31$5,447,306
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,007,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,867,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,151,789
Value of total assets at end of year2020-12-31$19,076,339
Value of total assets at beginning of year2020-12-31$15,646,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$139,998
Total interest from all sources2020-12-31$276
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$720,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$720,488
Administrative expenses professional fees incurred2020-12-31$127,982
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$911,576
Participant contributions at end of year2020-12-31$39,360
Participant contributions at beginning of year2020-12-31$21,334
Administrative expenses (other) incurred2020-12-31$11,087
Liabilities. Value of operating payables at end of year2020-12-31$5,465
Liabilities. Value of operating payables at beginning of year2020-12-31$15,708
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,440,122
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,070,874
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,630,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$929
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,363,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,352,142
Value of interest in common/collective trusts at end of year2020-12-31$1,195,823
Value of interest in common/collective trusts at beginning of year2020-12-31$973,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$257,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$47,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$47,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,574,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,240,213
Employer contributions (assets) at end of year2020-12-31$219,972
Employer contributions (assets) at beginning of year2020-12-31$252,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,867,186
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARNETT AND PATTERSON, LLC.
Accountancy firm EIN2020-12-31831593573
2019 : IBEW LOCAL UNION 94 ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,200
Total income from all sources (including contributions)2019-12-31$5,443,954
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,120,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,977,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,168,833
Value of total assets at end of year2019-12-31$15,646,460
Value of total assets at beginning of year2019-12-31$12,313,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$143,070
Total interest from all sources2019-12-31$286
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$604,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$604,702
Administrative expenses professional fees incurred2019-12-31$122,163
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$750,033
Participant contributions at end of year2019-12-31$21,334
Participant contributions at beginning of year2019-12-31$17,143
Administrative expenses (other) incurred2019-12-31$19,836
Liabilities. Value of operating payables at end of year2019-12-31$15,708
Liabilities. Value of operating payables at beginning of year2019-12-31$6,200
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,323,454
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,630,752
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,307,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,352,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,149,437
Value of interest in common/collective trusts at end of year2019-12-31$973,409
Value of interest in common/collective trusts at beginning of year2019-12-31$921,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$47,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$27,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$27,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,670,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,418,800
Employer contributions (assets) at end of year2019-12-31$252,382
Employer contributions (assets) at beginning of year2019-12-31$197,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,977,430
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BARNETT AND PATTERSON, LLC.
Accountancy firm EIN2019-12-31831593573
2018 : IBEW LOCAL UNION 94 ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,980
Total income from all sources (including contributions)2018-12-31$2,205,852
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,698,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,573,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,622,575
Value of total assets at end of year2018-12-31$12,313,498
Value of total assets at beginning of year2018-12-31$11,819,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$124,619
Total interest from all sources2018-12-31$194
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$677,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$677,462
Administrative expenses professional fees incurred2018-12-31$111,571
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$600,772
Participant contributions at end of year2018-12-31$17,143
Participant contributions at beginning of year2018-12-31$23,165
Administrative expenses (other) incurred2018-12-31$11,886
Liabilities. Value of operating payables at end of year2018-12-31$6,200
Liabilities. Value of operating payables at beginning of year2018-12-31$19,980
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$507,792
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,307,298
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,799,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,162
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,149,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,571,302
Value of interest in common/collective trusts at end of year2018-12-31$921,991
Value of interest in common/collective trusts at beginning of year2018-12-31$859,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$27,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$182,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$182,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,094,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,021,803
Employer contributions (assets) at end of year2018-12-31$197,881
Employer contributions (assets) at beginning of year2018-12-31$182,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,573,441
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BARNETT AND PATTERSON, LLC.
Accountancy firm EIN2018-12-31831593573
2017 : IBEW LOCAL UNION 94 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,581
Total income from all sources (including contributions)2017-12-31$3,702,828
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,967,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,851,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,230,444
Value of total assets at end of year2017-12-31$11,819,486
Value of total assets at beginning of year2017-12-31$10,073,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$116,728
Total interest from all sources2017-12-31$7,899
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$587,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$587,171
Administrative expenses professional fees incurred2017-12-31$106,504
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$494,175
Participant contributions at end of year2017-12-31$23,165
Participant contributions at beginning of year2017-12-31$28,604
Administrative expenses (other) incurred2017-12-31$9,180
Liabilities. Value of operating payables at end of year2017-12-31$19,980
Liabilities. Value of operating payables at beginning of year2017-12-31$8,581
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,735,054
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,799,506
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,064,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,571,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,910,587
Value of interest in common/collective trusts at end of year2017-12-31$859,786
Value of interest in common/collective trusts at beginning of year2017-12-31$779,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$182,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$180,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$180,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$877,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,736,269
Employer contributions (assets) at end of year2017-12-31$182,596
Employer contributions (assets) at beginning of year2017-12-31$173,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,851,046
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FAKTOROW AND BARNETT, LLC.
Accountancy firm EIN2017-12-31223345709
2016 : IBEW LOCAL UNION 94 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,408
Total income from all sources (including contributions)2016-12-31$2,556,688
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,423,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,308,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,944,972
Value of total assets at end of year2016-12-31$10,073,033
Value of total assets at beginning of year2016-12-31$8,949,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$114,971
Total interest from all sources2016-12-31$10,232
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$433,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$433,727
Administrative expenses professional fees incurred2016-12-31$98,987
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$382,984
Participant contributions at end of year2016-12-31$28,604
Participant contributions at beginning of year2016-12-31$17,393
Administrative expenses (other) incurred2016-12-31$14,876
Liabilities. Value of operating payables at end of year2016-12-31$8,581
Liabilities. Value of operating payables at beginning of year2016-12-31$18,408
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,133,251
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,064,452
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,931,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,910,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,845,850
Value of interest in common/collective trusts at end of year2016-12-31$779,955
Value of interest in common/collective trusts at beginning of year2016-12-31$771,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$180,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$160,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$160,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$167,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,561,988
Employer contributions (assets) at end of year2016-12-31$173,573
Employer contributions (assets) at beginning of year2016-12-31$154,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,308,466
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2016-12-31223345709
2015 : IBEW LOCAL UNION 94 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,887
Total income from all sources (including contributions)2015-12-31$1,571,457
Total loss/gain on sale of assets2015-12-31$5,995
Total of all expenses incurred2015-12-31$1,657,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,504,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,494,388
Value of total assets at end of year2015-12-31$8,949,609
Value of total assets at beginning of year2015-12-31$9,021,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$152,977
Total interest from all sources2015-12-31$4,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$487,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$487,570
Administrative expenses professional fees incurred2015-12-31$134,637
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,606
Participant contributions at end of year2015-12-31$17,393
Participant contributions at beginning of year2015-12-31$11,282
Administrative expenses (other) incurred2015-12-31$17,041
Liabilities. Value of operating payables at end of year2015-12-31$18,408
Liabilities. Value of operating payables at beginning of year2015-12-31$4,887
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-85,725
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,931,201
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,016,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,845,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,878,224
Interest earned on other investments2015-12-31$3,402
Value of interest in common/collective trusts at end of year2015-12-31$771,604
Value of interest in common/collective trusts at beginning of year2015-12-31$827,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$160,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$179,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$179,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-420,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,255,782
Employer contributions (assets) at end of year2015-12-31$154,691
Employer contributions (assets) at beginning of year2015-12-31$125,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,504,205
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,683,500
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,677,505
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2015-12-31223345709
2014 : IBEW LOCAL UNION 94 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,155
Total income from all sources (including contributions)2014-12-31$2,034,514
Total loss/gain on sale of assets2014-12-31$35,565
Total of all expenses incurred2014-12-31$1,853,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,731,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,495,212
Value of total assets at end of year2014-12-31$9,021,813
Value of total assets at beginning of year2014-12-31$8,843,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$121,805
Total interest from all sources2014-12-31$2,534
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$511,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$511,138
Administrative expenses professional fees incurred2014-12-31$107,480
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$207,480
Participant contributions at end of year2014-12-31$11,282
Participant contributions at beginning of year2014-12-31$10,715
Administrative expenses (other) incurred2014-12-31$12,860
Liabilities. Value of operating payables at end of year2014-12-31$4,887
Liabilities. Value of operating payables at beginning of year2014-12-31$8,155
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$181,489
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,016,926
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,835,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,878,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,772,171
Interest earned on other investments2014-12-31$2,320
Value of interest in common/collective trusts at end of year2014-12-31$827,482
Value of interest in common/collective trusts at beginning of year2014-12-31$847,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$179,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$104,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$104,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-9,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,287,732
Employer contributions (assets) at end of year2014-12-31$125,574
Employer contributions (assets) at beginning of year2014-12-31$108,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,731,220
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,908,642
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,873,077
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2014-12-31223345709
2013 : IBEW LOCAL UNION 94 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-935
Total unrealized appreciation/depreciation of assets2013-12-31$-935
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,814
Total income from all sources (including contributions)2013-12-31$2,772,273
Total loss/gain on sale of assets2013-12-31$103,099
Total of all expenses incurred2013-12-31$1,271,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,141,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,435,353
Value of total assets at end of year2013-12-31$8,843,592
Value of total assets at beginning of year2013-12-31$7,357,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$130,291
Total interest from all sources2013-12-31$6,194
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$147,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$147,864
Administrative expenses professional fees incurred2013-12-31$107,779
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$263,747
Participant contributions at end of year2013-12-31$10,715
Participant contributions at beginning of year2013-12-31$21,181
Administrative expenses (other) incurred2013-12-31$21,131
Liabilities. Value of operating payables at end of year2013-12-31$8,155
Liabilities. Value of operating payables at beginning of year2013-12-31$22,814
Total non interest bearing cash at end of year2013-12-31$149
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,500,758
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,835,437
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,334,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,772,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,951,039
Interest earned on other investments2013-12-31$5,866
Value of interest in common/collective trusts at end of year2013-12-31$847,200
Value of interest in common/collective trusts at beginning of year2013-12-31$849,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$104,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$376,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$376,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,080,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,171,606
Employer contributions (assets) at end of year2013-12-31$108,568
Employer contributions (assets) at beginning of year2013-12-31$157,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,141,224
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$935
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,471,357
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,368,258
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2013-12-31223345709
2012 : IBEW LOCAL UNION 94 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,870
Total unrealized appreciation/depreciation of assets2012-12-31$-1,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,139
Total income from all sources (including contributions)2012-12-31$2,471,754
Total loss/gain on sale of assets2012-12-31$68,183
Total of all expenses incurred2012-12-31$1,228,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,114,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,797,976
Value of total assets at end of year2012-12-31$7,357,493
Value of total assets at beginning of year2012-12-31$6,112,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$114,429
Total interest from all sources2012-12-31$11,737
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$72,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$72,316
Administrative expenses professional fees incurred2012-12-31$94,156
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$320,387
Participant contributions at end of year2012-12-31$21,181
Participant contributions at beginning of year2012-12-31$23,691
Administrative expenses (other) incurred2012-12-31$18,941
Liabilities. Value of operating payables at end of year2012-12-31$22,814
Liabilities. Value of operating payables at beginning of year2012-12-31$21,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,243,134
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,334,679
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,091,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,951,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,829,186
Interest earned on other investments2012-12-31$11,170
Value of interest in common/collective trusts at end of year2012-12-31$849,908
Value of interest in common/collective trusts at beginning of year2012-12-31$876,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$376,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$218,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$218,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$523,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,477,589
Employer contributions (assets) at end of year2012-12-31$157,657
Employer contributions (assets) at beginning of year2012-12-31$162,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,114,191
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$935
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,805
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,216,489
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,148,306
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2012-12-31223345709
2011 : IBEW LOCAL UNION 94 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,870
Total unrealized appreciation/depreciation of assets2011-12-31$-1,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,621
Total income from all sources (including contributions)2011-12-31$1,562,869
Total loss/gain on sale of assets2011-12-31$7,510
Total of all expenses incurred2011-12-31$735,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$624,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,467,098
Value of total assets at end of year2011-12-31$6,112,684
Value of total assets at beginning of year2011-12-31$5,274,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$111,355
Total interest from all sources2011-12-31$15,730
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,469
Administrative expenses professional fees incurred2011-12-31$13,175
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$249,503
Participant contributions at end of year2011-12-31$23,691
Participant contributions at beginning of year2011-12-31$12,635
Administrative expenses (other) incurred2011-12-31$23,040
Liabilities. Value of operating payables at end of year2011-12-31$21,139
Liabilities. Value of operating payables at beginning of year2011-12-31$9,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$827,028
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,091,545
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,264,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,829,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,166,796
Interest earned on other investments2011-12-31$15,255
Value of interest in common/collective trusts at end of year2011-12-31$876,270
Value of interest in common/collective trusts at beginning of year2011-12-31$857,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$218,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$125,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$125,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$10,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,217,595
Employer contributions (assets) at end of year2011-12-31$162,714
Employer contributions (assets) at beginning of year2011-12-31$106,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$624,486
Contract administrator fees2011-12-31$73,849
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,805
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$4,675
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$733,740
Aggregate carrying amount (costs) on sale of assets2011-12-31$726,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2011-12-31223345709
2010 : IBEW LOCAL UNION 94 ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-1,870
Total unrealized appreciation/depreciation of assets2010-12-31$-1,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,621
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,518
Total income from all sources (including contributions)2010-12-31$1,594,853
Total loss/gain on sale of assets2010-12-31$15,224
Total of all expenses incurred2010-12-31$797,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$688,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,134,082
Value of total assets at end of year2010-12-31$5,274,138
Value of total assets at beginning of year2010-12-31$4,484,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$108,999
Total interest from all sources2010-12-31$20,038
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$54,760
Administrative expenses professional fees incurred2010-12-31$17,544
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$181,920
Participant contributions at end of year2010-12-31$12,635
Participant contributions at beginning of year2010-12-31$10,203
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,166
Administrative expenses (other) incurred2010-12-31$15,039
Liabilities. Value of operating payables at end of year2010-12-31$9,621
Liabilities. Value of operating payables at beginning of year2010-12-31$17,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$797,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,264,517
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,466,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,166,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,442,192
Interest earned on other investments2010-12-31$19,634
Value of interest in common/collective trusts at end of year2010-12-31$857,725
Value of interest in common/collective trusts at beginning of year2010-12-31$806,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$125,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$105,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$105,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$372,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$948,996
Employer contributions (assets) at end of year2010-12-31$106,801
Employer contributions (assets) at beginning of year2010-12-31$113,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$688,032
Contract administrator fees2010-12-31$75,190
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$4,675
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,546
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$778,821
Aggregate carrying amount (costs) on sale of assets2010-12-31$763,597
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FAKTOROW, BARNETT, & BRUNNER, LLC.
Accountancy firm EIN2010-12-31223345709

Form 5500 Responses for IBEW LOCAL UNION 94 ANNUITY FUND

2022: IBEW LOCAL UNION 94 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION 94 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION 94 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION 94 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION 94 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION 94 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION 94 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION 94 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION 94 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION 94 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION 94 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL UNION 94 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION 94 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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