401k Plan data: I.B.E.W. LOCAL 910 ANNUITY FUND plan

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

Plan Name	I.B.E.W. LOCAL 910 ANNUITY FUND
Plan identification number	002

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

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

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

Company Name: TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUND

Employer identification number (EIN): 226447520

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 MARK CAPONE JOHN O'DRISCOLL 2018-10-19
002 2016-07-01 MARK CAPONE JOHN O'DRISCOLL 2017-10-18
002 2015-07-01 MARK CAPONE JOHN O'DRISCOLL 2016-11-11
002 2014-07-01 JOHN LOVE JOHN O'DRISCOLL 2015-11-17
002 2013-07-01 JOHN LOVE JAMES WILLIAMS 2014-11-17
002 2012-07-01 JOHN LOVE JAMES WILLIAMS 2013-11-05
002 2011-07-01 JOHN LOVE JAMES WILLIAMS 2012-11-06
002 2009-07-01 JOHN LOVE JAMES WILLIAMS 2010-12-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	MARK CAPONE	JOHN O'DRISCOLL	2018-10-19
002	2016-07-01	MARK CAPONE	JOHN O'DRISCOLL	2017-10-18
002	2015-07-01	MARK CAPONE	JOHN O'DRISCOLL	2016-11-11
002	2014-07-01	JOHN LOVE	JOHN O'DRISCOLL	2015-11-17
002	2013-07-01	JOHN LOVE	JAMES WILLIAMS	2014-11-17
002	2012-07-01	JOHN LOVE	JAMES WILLIAMS	2013-11-05
002	2011-07-01	JOHN LOVE	JAMES WILLIAMS	2012-11-06
002	2009-07-01	JOHN LOVE	JAMES WILLIAMS	2010-12-02

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

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

Measure Date Value
2021: I.B.E.W. LOCAL 910 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 738
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 338
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 392
Total of all active and inactive participants 2021-07-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 730
Number of participants with account balances 2021-07-01 730
Number of employers contributing to the scheme 2021-07-01 43
2020: I.B.E.W. LOCAL 910 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 897
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 348
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 390
Total of all active and inactive participants 2020-07-01 738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 738
Number of participants with account balances 2020-07-01 738
Number of employers contributing to the scheme 2020-07-01 40
2019: I.B.E.W. LOCAL 910 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 870
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 410
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 487
Total of all active and inactive participants 2019-07-01 897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 897
Number of participants with account balances 2019-07-01 897
Number of employers contributing to the scheme 2019-07-01 43
2018: I.B.E.W. LOCAL 910 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 870
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 415
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 464
Total of all active and inactive participants 2018-07-01 879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 879
Number of employers contributing to the scheme 2018-07-01 52
2017: I.B.E.W. LOCAL 910 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 846
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 413
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 457
Total of all active and inactive participants 2017-07-01 870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 870
Number of employers contributing to the scheme 2017-07-01 43
2016: I.B.E.W. LOCAL 910 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 804
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 428
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 418
Total of all active and inactive participants 2016-07-01 846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 846
Number of employers contributing to the scheme 2016-07-01 45
2015: I.B.E.W. LOCAL 910 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 792
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 408
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 396
Total of all active and inactive participants 2015-07-01 804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 804
Number of employers contributing to the scheme 2015-07-01 48
2014: I.B.E.W. LOCAL 910 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 763
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 467
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 325
Total of all active and inactive participants 2014-07-01 792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 792
Number of participants with account balances 2014-07-01 792
Number of employers contributing to the scheme 2014-07-01 41
2013: I.B.E.W. LOCAL 910 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 665
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 486
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 277
Total of all active and inactive participants 2013-07-01 763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 763
Number of participants with account balances 2013-07-01 763
Number of employers contributing to the scheme 2013-07-01 42
2012: I.B.E.W. LOCAL 910 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 673
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 424
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 241
Total of all active and inactive participants 2012-07-01 665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 665
Number of participants with account balances 2012-07-01 665
Number of employers contributing to the scheme 2012-07-01 48
2011: I.B.E.W. LOCAL 910 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 667
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 460
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 213
Total of all active and inactive participants 2011-07-01 673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 673
Number of participants with account balances 2011-07-01 673
Number of employers contributing to the scheme 2011-07-01 46
2009: I.B.E.W. LOCAL 910 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 648
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 673
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 673
Number of employers contributing to the scheme 2009-07-01 48

Measure	Date	Value
2021: I.B.E.W. LOCAL 910 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	738
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	338
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	392
Total of all active and inactive participants	2021-07-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	730
Number of participants with account balances	2021-07-01	730
Number of employers contributing to the scheme	2021-07-01	43
2020: I.B.E.W. LOCAL 910 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	897
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	348
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	390
Total of all active and inactive participants	2020-07-01	738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	738
Number of participants with account balances	2020-07-01	738
Number of employers contributing to the scheme	2020-07-01	40
2019: I.B.E.W. LOCAL 910 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	870
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	410
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	487
Total of all active and inactive participants	2019-07-01	897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	897
Number of participants with account balances	2019-07-01	897
Number of employers contributing to the scheme	2019-07-01	43
2018: I.B.E.W. LOCAL 910 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	870
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	415
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	464
Total of all active and inactive participants	2018-07-01	879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	879
Number of employers contributing to the scheme	2018-07-01	52
2017: I.B.E.W. LOCAL 910 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	846
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	413
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	457
Total of all active and inactive participants	2017-07-01	870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	870
Number of employers contributing to the scheme	2017-07-01	43
2016: I.B.E.W. LOCAL 910 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	804
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	428
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	418
Total of all active and inactive participants	2016-07-01	846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	846
Number of employers contributing to the scheme	2016-07-01	45
2015: I.B.E.W. LOCAL 910 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	792
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	408
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	396
Total of all active and inactive participants	2015-07-01	804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	804
Number of employers contributing to the scheme	2015-07-01	48
2014: I.B.E.W. LOCAL 910 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	763
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	467
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	325
Total of all active and inactive participants	2014-07-01	792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	792
Number of participants with account balances	2014-07-01	792
Number of employers contributing to the scheme	2014-07-01	41
2013: I.B.E.W. LOCAL 910 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	665
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	486
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	277
Total of all active and inactive participants	2013-07-01	763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	763
Number of participants with account balances	2013-07-01	763
Number of employers contributing to the scheme	2013-07-01	42
2012: I.B.E.W. LOCAL 910 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	673
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	424
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	241
Total of all active and inactive participants	2012-07-01	665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	665
Number of participants with account balances	2012-07-01	665
Number of employers contributing to the scheme	2012-07-01	48
2011: I.B.E.W. LOCAL 910 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	667
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	460
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	213
Total of all active and inactive participants	2011-07-01	673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	673
Number of participants with account balances	2011-07-01	673
Number of employers contributing to the scheme	2011-07-01	46
2009: I.B.E.W. LOCAL 910 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	648
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	673
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	673
Number of employers contributing to the scheme	2009-07-01	48

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

Measure	Date	Value
2022 : I.B.E.W. LOCAL 910 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-5,386,358
Total unrealized appreciation/depreciation of assets	2022-06-30	$-5,386,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$28,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$23,958
Total income from all sources (including contributions)	2022-06-30	$-1,360,673
Total loss/gain on sale of assets	2022-06-30	$-467,065
Total of all expenses incurred	2022-06-30	$2,691,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,217,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,309,024
Value of total assets at end of year	2022-06-30	$61,584,814
Value of total assets at beginning of year	2022-06-30	$65,632,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$473,713
Total interest from all sources	2022-06-30	$497,195
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$659,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$60,098
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Participant contributions at end of year	2022-06-30	$1,255,132
Participant contributions at beginning of year	2022-06-30	$1,145,207
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$499,779
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$400,295
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$117,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$96,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$7,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$8,641
Other income not declared elsewhere	2022-06-30	$27,244
Administrative expenses (other) incurred	2022-06-30	$32,390
Liabilities. Value of operating payables at end of year	2022-06-30	$20,210
Liabilities. Value of operating payables at beginning of year	2022-06-30	$15,317
Total non interest bearing cash at end of year	2022-06-30	$235,927
Total non interest bearing cash at beginning of year	2022-06-30	$334,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-4,051,697
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$61,556,707
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$65,608,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$6,475,911
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$5,079,428
Investment advisory and management fees	2022-06-30	$381,225
Interest on participant loans	2022-06-30	$56,797
Income. Interest from US Government securities	2022-06-30	$440,107
Value of interest in common/collective trusts at end of year	2022-06-30	$20,846
Value of interest in common/collective trusts at beginning of year	2022-06-30	$32,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$4,369,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$4,851,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$4,851,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$291
Asset value of US Government securities at end of year	2022-06-30	$10,330,245
Asset value of US Government securities at beginning of year	2022-06-30	$10,061,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$3,309,024
Employer contributions (assets) at end of year	2022-06-30	$386,203
Employer contributions (assets) at beginning of year	2022-06-30	$383,785
Income. Dividends from common stock	2022-06-30	$659,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,217,311
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$7,259,023
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$8,045,444
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$30,634,406
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$35,202,026
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$51,451,736
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$51,918,801
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2022-06-30	161215909
2021 : I.B.E.W. LOCAL 910 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$8,618,215
Total unrealized appreciation/depreciation of assets	2021-06-30	$8,618,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$23,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$26,280
Total income from all sources (including contributions)	2021-06-30	$15,064,316
Total loss/gain on sale of assets	2021-06-30	$2,589,266
Total of all expenses incurred	2021-06-30	$2,665,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,242,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,001,401
Value of total assets at end of year	2021-06-30	$65,632,362
Value of total assets at beginning of year	2021-06-30	$53,235,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$423,112
Total interest from all sources	2021-06-30	$505,023
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$236,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$55,951
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Participant contributions at end of year	2021-06-30	$1,145,207
Participant contributions at beginning of year	2021-06-30	$1,368,663
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$400,295
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$2,096,887
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$96,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$100,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$8,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$7,984
Other income not declared elsewhere	2021-06-30	$113,420
Administrative expenses (other) incurred	2021-06-30	$32,631
Liabilities. Value of operating payables at end of year	2021-06-30	$15,317
Liabilities. Value of operating payables at beginning of year	2021-06-30	$18,296
Total non interest bearing cash at end of year	2021-06-30	$334,481
Total non interest bearing cash at beginning of year	2021-06-30	$389,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$12,398,925
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$65,608,404
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$53,209,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Assets. partnership/joint venture interests at end of year	2021-06-30	$5,079,428
Assets. partnership/joint venture interests at beginning of year	2021-06-30	$4,835,246
Investment advisory and management fees	2021-06-30	$334,530
Interest on participant loans	2021-06-30	$72,244
Income. Interest from US Government securities	2021-06-30	$432,576
Value of interest in common/collective trusts at end of year	2021-06-30	$32,620
Value of interest in common/collective trusts at beginning of year	2021-06-30	$45,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$4,851,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$2,056,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$2,056,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$203
Asset value of US Government securities at end of year	2021-06-30	$10,061,846
Asset value of US Government securities at beginning of year	2021-06-30	$7,282,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$3,001,401
Employer contributions (assets) at end of year	2021-06-30	$383,785
Employer contributions (assets) at beginning of year	2021-06-30	$265,107
Income. Dividends from common stock	2021-06-30	$236,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,242,279
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$8,045,444
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$10,109,966
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$35,202,026
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$24,685,024
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$48,031,451
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$45,442,185
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2021-06-30	161215909
2020 : I.B.E.W. LOCAL 910 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$1,889,810
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$1,889,810
Total unrealized appreciation/depreciation of assets	2020-06-30	$1,889,810
Total unrealized appreciation/depreciation of assets	2020-06-30	$1,889,810
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$26,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$26,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$24,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$24,913
Total income from all sources (including contributions)	2020-06-30	$6,331,456
Total income from all sources (including contributions)	2020-06-30	$6,331,456
Total loss/gain on sale of assets	2020-06-30	$638,035
Total loss/gain on sale of assets	2020-06-30	$638,035
Total of all expenses incurred	2020-06-30	$1,761,105
Total of all expenses incurred	2020-06-30	$1,761,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,384,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,384,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,719,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,719,610
Value of total assets at end of year	2020-06-30	$53,235,759
Value of total assets at end of year	2020-06-30	$53,235,759
Value of total assets at beginning of year	2020-06-30	$48,664,041
Value of total assets at beginning of year	2020-06-30	$48,664,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$376,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$376,257
Total interest from all sources	2020-06-30	$607,152
Total interest from all sources	2020-06-30	$607,152
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$257,154
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$257,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$50,392
Administrative expenses professional fees incurred	2020-06-30	$50,392
Was this plan covered by a fidelity bond	2020-06-30	Yes
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$3,000,000
Value of fidelity bond cover	2020-06-30	$3,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Participant contributions at end of year	2020-06-30	$1,368,663
Participant contributions at end of year	2020-06-30	$1,368,663
Participant contributions at beginning of year	2020-06-30	$1,212,283
Participant contributions at beginning of year	2020-06-30	$1,212,283
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$2,096,887
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$2,096,887
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$2,690,312
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$2,690,312
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$98,314
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$98,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$120,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$120,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$7,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$7,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$6,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$6,633
Other income not declared elsewhere	2020-06-30	$219,695
Other income not declared elsewhere	2020-06-30	$219,695
Administrative expenses (other) incurred	2020-06-30	$27,059
Administrative expenses (other) incurred	2020-06-30	$27,059
Liabilities. Value of operating payables at end of year	2020-06-30	$18,296
Liabilities. Value of operating payables at end of year	2020-06-30	$18,296
Liabilities. Value of operating payables at beginning of year	2020-06-30	$18,280
Liabilities. Value of operating payables at beginning of year	2020-06-30	$18,280
Total non interest bearing cash at end of year	2020-06-30	$389,267
Total non interest bearing cash at end of year	2020-06-30	$389,267
Total non interest bearing cash at beginning of year	2020-06-30	$346,625
Total non interest bearing cash at beginning of year	2020-06-30	$346,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$4,570,351
Value of net income/loss	2020-06-30	$4,570,351
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$53,209,479
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$53,209,479
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$48,639,128
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$48,639,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Assets. partnership/joint venture interests at end of year	2020-06-30	$4,835,246
Assets. partnership/joint venture interests at end of year	2020-06-30	$4,835,246
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$4,824,539
Assets. partnership/joint venture interests at beginning of year	2020-06-30	$4,824,539
Investment advisory and management fees	2020-06-30	$298,806
Investment advisory and management fees	2020-06-30	$298,806
Interest on participant loans	2020-06-30	$76,506
Interest on participant loans	2020-06-30	$76,506
Income. Interest from US Government securities	2020-06-30	$527,192
Income. Interest from US Government securities	2020-06-30	$527,192
Value of interest in common/collective trusts at end of year	2020-06-30	$45,972
Value of interest in common/collective trusts at end of year	2020-06-30	$45,972
Value of interest in common/collective trusts at beginning of year	2020-06-30	$48,705
Value of interest in common/collective trusts at beginning of year	2020-06-30	$48,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$2,056,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$2,056,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$1,512,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$1,512,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$1,512,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$1,512,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$3,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$3,454
Asset value of US Government securities at end of year	2020-06-30	$7,282,894
Asset value of US Government securities at end of year	2020-06-30	$7,282,894
Asset value of US Government securities at beginning of year	2020-06-30	$7,518,067
Asset value of US Government securities at beginning of year	2020-06-30	$7,518,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$2,719,610
Contributions received in cash from employer	2020-06-30	$2,719,610
Employer contributions (assets) at end of year	2020-06-30	$267,107
Employer contributions (assets) at end of year	2020-06-30	$267,107
Employer contributions (assets) at beginning of year	2020-06-30	$379,690
Employer contributions (assets) at beginning of year	2020-06-30	$379,690
Income. Dividends from common stock	2020-06-30	$257,154
Income. Dividends from common stock	2020-06-30	$257,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,384,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,384,848
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$10,109,966
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$10,109,966
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$8,226,705
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$8,226,705
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$24,685,024
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$24,685,024
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$21,784,318
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$21,784,318
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$38,719,350
Aggregate proceeds on sale of assets	2020-06-30	$38,719,350
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$38,081,315
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$38,081,315
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm name	2020-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2020-06-30	161215909
Accountancy firm EIN	2020-06-30	161215909
2018 : I.B.E.W. LOCAL 910 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$2,051,623
Total unrealized appreciation/depreciation of assets	2018-06-30	$2,051,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$25,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$24,943
Total income from all sources (including contributions)	2018-06-30	$5,933,434
Total loss/gain on sale of assets	2018-06-30	$601,612
Total of all expenses incurred	2018-06-30	$1,763,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,415,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,507,039
Value of total assets at end of year	2018-06-30	$44,430,836
Value of total assets at beginning of year	2018-06-30	$40,261,013
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$348,547
Total interest from all sources	2018-06-30	$461,766
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$278,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$47,780
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Participant contributions at end of year	2018-06-30	$1,213,370
Participant contributions at beginning of year	2018-06-30	$1,299,047
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$663,818
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$1,249,385
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$104,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$74,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$6,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$5,219
Other income not declared elsewhere	2018-06-30	$32,414
Administrative expenses (other) incurred	2018-06-30	$26,958
Liabilities. Value of operating payables at end of year	2018-06-30	$18,238
Liabilities. Value of operating payables at beginning of year	2018-06-30	$19,724
Total non interest bearing cash at end of year	2018-06-30	$349,302
Total non interest bearing cash at beginning of year	2018-06-30	$185,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$4,169,674
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$44,405,744
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$40,236,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Assets. partnership/joint venture interests at end of year	2018-06-30	$3,831,416
Assets. partnership/joint venture interests at beginning of year	2018-06-30	$3,588,845
Investment advisory and management fees	2018-06-30	$273,809
Interest on participant loans	2018-06-30	$59,414
Income. Interest from US Government securities	2018-06-30	$400,548
Value of interest in common/collective trusts at end of year	2018-06-30	$62,865
Value of interest in common/collective trusts at beginning of year	2018-06-30	$81,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$1,613,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$1,271,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$1,271,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$1,804
Asset value of US Government securities at end of year	2018-06-30	$6,888,482
Asset value of US Government securities at beginning of year	2018-06-30	$4,741,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,507,039
Employer contributions (assets) at end of year	2018-06-30	$310,790
Employer contributions (assets) at beginning of year	2018-06-30	$274,435
Income. Dividends from common stock	2018-06-30	$278,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,415,213
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$5,905,650
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$5,345,741
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$23,487,202
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$22,150,055
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$26,165,759
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$25,564,147
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2018-06-30	161215909
2017 : I.B.E.W. LOCAL 910 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$2,748,399
Total unrealized appreciation/depreciation of assets	2017-06-30	$2,748,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$24,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$21,539
Total income from all sources (including contributions)	2017-06-30	$6,471,608
Total loss/gain on sale of assets	2017-06-30	$675,900
Total of all expenses incurred	2017-06-30	$1,927,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,588,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,377,161
Value of total assets at end of year	2017-06-30	$40,261,013
Value of total assets at beginning of year	2017-06-30	$35,713,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$339,499
Total interest from all sources	2017-06-30	$373,563
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$286,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$63,958
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$1,299,047
Participant contributions at beginning of year	2017-06-30	$1,455,172
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$1,249,385
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$641,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$74,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$75,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$5,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$2,752
Other income not declared elsewhere	2017-06-30	$9,813
Administrative expenses (other) incurred	2017-06-30	$23,691
Liabilities. Value of operating payables at end of year	2017-06-30	$19,724
Liabilities. Value of operating payables at beginning of year	2017-06-30	$18,787
Total non interest bearing cash at end of year	2017-06-30	$185,713
Total non interest bearing cash at beginning of year	2017-06-30	$234,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$4,543,688
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$40,236,070
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$35,692,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Assets. partnership/joint venture interests at end of year	2017-06-30	$3,588,845
Assets. partnership/joint venture interests at beginning of year	2017-06-30	$3,482,720
Investment advisory and management fees	2017-06-30	$251,850
Interest on participant loans	2017-06-30	$66,734
Income. Interest from US Government securities	2017-06-30	$306,320
Value of interest in common/collective trusts at end of year	2017-06-30	$81,040
Value of interest in common/collective trusts at beginning of year	2017-06-30	$95,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$1,271,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$1,743,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$1,743,095
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$509
Asset value of US Government securities at end of year	2017-06-30	$4,741,020
Asset value of US Government securities at beginning of year	2017-06-30	$4,834,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,377,161
Employer contributions (assets) at end of year	2017-06-30	$274,435
Employer contributions (assets) at beginning of year	2017-06-30	$241,968
Income. Dividends from common stock	2017-06-30	$286,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,588,421
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$5,345,741
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$4,947,816
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$22,150,055
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$17,961,346
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$19,683,335
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$19,007,435
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2017-06-30	161215909
2016 : I.B.E.W. LOCAL 910 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-1,974,534
Total unrealized appreciation/depreciation of assets	2016-06-30	$-1,974,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$21,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$23,634
Total income from all sources (including contributions)	2016-06-30	$1,743,361
Total loss/gain on sale of assets	2016-06-30	$982,512
Total of all expenses incurred	2016-06-30	$1,407,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,101,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,965,156
Value of total assets at end of year	2016-06-30	$35,713,921
Value of total assets at beginning of year	2016-06-30	$35,380,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$306,410
Total interest from all sources	2016-06-30	$332,461
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$398,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$48,977
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$1,455,172
Participant contributions at beginning of year	2016-06-30	$1,294,067
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$641,056
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$2,003,398
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$75,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$82,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$2,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$2,160
Other income not declared elsewhere	2016-06-30	$39,338
Administrative expenses (other) incurred	2016-06-30	$22,472
Liabilities. Value of operating payables at end of year	2016-06-30	$18,787
Liabilities. Value of operating payables at beginning of year	2016-06-30	$21,474
Total non interest bearing cash at end of year	2016-06-30	$234,247
Total non interest bearing cash at beginning of year	2016-06-30	$249,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$335,850
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$35,692,382
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$35,356,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Assets. partnership/joint venture interests at end of year	2016-06-30	$3,482,720
Assets. partnership/joint venture interests at beginning of year	2016-06-30	$3,312,037
Investment advisory and management fees	2016-06-30	$234,961
Interest on participant loans	2016-06-30	$52,901
Income. Interest from US Government securities	2016-06-30	$278,824
Value of interest in common/collective trusts at end of year	2016-06-30	$95,690
Value of interest in common/collective trusts at beginning of year	2016-06-30	$109,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$1,743,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$525,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$525,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$736
Asset value of US Government securities at end of year	2016-06-30	$4,834,934
Asset value of US Government securities at beginning of year	2016-06-30	$3,933,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,965,156
Employer contributions (assets) at end of year	2016-06-30	$241,968
Employer contributions (assets) at beginning of year	2016-06-30	$257,370
Income. Dividends from common stock	2016-06-30	$398,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,101,101
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$4,947,816
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$3,911,082
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$17,961,346
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$19,701,243
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$32,270,677
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$31,288,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2016-06-30	161215909
2015 : I.B.E.W. LOCAL 910 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$457,772
Total unrealized appreciation/depreciation of assets	2015-06-30	$457,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$74,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$86,713
Total income from all sources (including contributions)	2015-06-30	$2,211,048
Total loss/gain on sale of assets	2015-06-30	$-940,533
Total of all expenses incurred	2015-06-30	$1,706,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,393,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,955,341
Value of total assets at end of year	2015-06-30	$35,430,565
Value of total assets at beginning of year	2015-06-30	$34,938,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$313,263
Total interest from all sources	2015-06-30	$327,641
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$322,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$38,448
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$1,294,067
Participant contributions at beginning of year	2015-06-30	$1,006,774
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$2,053,797
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$1,742,309
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$82,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$129,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$52,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$59,170
Other income not declared elsewhere	2015-06-30	$88,209
Administrative expenses (other) incurred	2015-06-30	$23,171
Liabilities. Value of operating payables at end of year	2015-06-30	$21,473
Liabilities. Value of operating payables at beginning of year	2015-06-30	$27,543
Total non interest bearing cash at end of year	2015-06-30	$249,984
Total non interest bearing cash at beginning of year	2015-06-30	$314,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$504,630
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$35,356,532
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$34,851,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Assets. partnership/joint venture interests at end of year	2015-06-30	$3,312,037
Assets. partnership/joint venture interests at beginning of year	2015-06-30	$3,068,149
Investment advisory and management fees	2015-06-30	$251,644
Interest on participant loans	2015-06-30	$49,457
Income. Interest from US Government securities	2015-06-30	$277,923
Value of interest in common/collective trusts at end of year	2015-06-30	$109,534
Value of interest in common/collective trusts at beginning of year	2015-06-30	$119,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$525,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$1,080,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$1,080,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$261
Asset value of US Government securities at end of year	2015-06-30	$3,933,863
Asset value of US Government securities at beginning of year	2015-06-30	$3,474,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,955,341
Employer contributions (assets) at end of year	2015-06-30	$257,370
Employer contributions (assets) at beginning of year	2015-06-30	$90,768
Income. Dividends from common stock	2015-06-30	$322,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,393,155
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$3,911,082
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$3,844,142
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$19,701,243
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$20,069,094
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$14,562,552
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$15,503,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2015-06-30	161215909
2014 : I.B.E.W. LOCAL 910 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$3,712,406
Total unrealized appreciation/depreciation of assets	2014-06-30	$3,712,406
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$86,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$75,033
Total income from all sources (including contributions)	2014-06-30	$7,214,536
Total loss/gain on sale of assets	2014-06-30	$1,172,661
Total of all expenses incurred	2014-06-30	$1,716,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,440,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,717,552
Value of total assets at end of year	2014-06-30	$34,938,615
Value of total assets at beginning of year	2014-06-30	$29,428,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$275,640
Total interest from all sources	2014-06-30	$305,042
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$273,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Assets. Real estate other than employer real property at end of year	2014-06-30	$3,068,149
Administrative expenses professional fees incurred	2014-06-30	$34,941
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$1,006,774
Participant contributions at beginning of year	2014-06-30	$1,094,986
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$1,742,309
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$1,857,880
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$129,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$67,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$59,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$54,228
Other income not declared elsewhere	2014-06-30	$32,995
Administrative expenses (other) incurred	2014-06-30	$19,868
Liabilities. Value of operating payables at end of year	2014-06-30	$27,543
Liabilities. Value of operating payables at beginning of year	2014-06-30	$20,805
Total non interest bearing cash at end of year	2014-06-30	$314,059
Total non interest bearing cash at beginning of year	2014-06-30	$157,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$5,498,305
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$34,851,902
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$29,353,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$220,831
Interest on participant loans	2014-06-30	$45,878
Income. Interest from US Government securities	2014-06-30	$258,068
Value of interest in common/collective trusts at end of year	2014-06-30	$119,175
Value of interest in common/collective trusts at beginning of year	2014-06-30	$2,417,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$1,080,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$1,630,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$1,630,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$1,096
Asset value of US Government securities at end of year	2014-06-30	$3,474,311
Asset value of US Government securities at beginning of year	2014-06-30	$3,095,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,717,552
Employer contributions (assets) at end of year	2014-06-30	$90,768
Employer contributions (assets) at beginning of year	2014-06-30	$116,477
Income. Dividends from common stock	2014-06-30	$273,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,440,591
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$3,844,142
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$3,450,934
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$20,069,094
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$15,540,128
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$23,882,147
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$22,709,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2014-06-30	161215909
2013 : I.B.E.W. LOCAL 910 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$2,033,147
Total unrealized appreciation/depreciation of assets	2013-06-30	$2,033,147
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$75,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$93,765
Total income from all sources (including contributions)	2013-06-30	$5,344,209
Total loss/gain on sale of assets	2013-06-30	$931,147
Total of all expenses incurred	2013-06-30	$1,518,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,286,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,816,543
Value of total assets at end of year	2013-06-30	$29,428,630
Value of total assets at beginning of year	2013-06-30	$25,621,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$232,701
Total interest from all sources	2013-06-30	$317,406
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$239,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$32,480
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$1,094,986
Participant contributions at beginning of year	2013-06-30	$1,195,926
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$1,857,880
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$173,954
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$67,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$63,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$54,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$78,155
Other income not declared elsewhere	2013-06-30	$6,916
Administrative expenses (other) incurred	2013-06-30	$16,326
Liabilities. Value of operating payables at end of year	2013-06-30	$20,805
Liabilities. Value of operating payables at beginning of year	2013-06-30	$15,610
Total non interest bearing cash at end of year	2013-06-30	$157,365
Total non interest bearing cash at beginning of year	2013-06-30	$307,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$3,825,391
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$29,353,597
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$25,528,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$183,895
Interest on participant loans	2013-06-30	$49,155
Income. Interest from US Government securities	2013-06-30	$267,211
Value of interest in common/collective trusts at end of year	2013-06-30	$2,417,649
Value of interest in common/collective trusts at beginning of year	2013-06-30	$2,123,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$1,630,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$537,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$537,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$1,040
Asset value of US Government securities at end of year	2013-06-30	$3,095,302
Asset value of US Government securities at beginning of year	2013-06-30	$4,552,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,816,543
Employer contributions (assets) at end of year	2013-06-30	$116,477
Employer contributions (assets) at beginning of year	2013-06-30	$135,531
Income. Dividends from common stock	2013-06-30	$239,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,286,117
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$3,450,934
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$3,804,042
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$15,540,128
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$12,728,450
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$16,438,218
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$15,507,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2013-06-30	161215909
2012 : I.B.E.W. LOCAL 910 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$390,267
Total unrealized appreciation/depreciation of assets	2012-06-30	$390,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$93,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$6,948
Total income from all sources (including contributions)	2012-06-30	$2,411,575
Total loss/gain on sale of assets	2012-06-30	$-226,751
Total of all expenses incurred	2012-06-30	$1,277,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,047,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,720,884
Value of total assets at end of year	2012-06-30	$25,621,971
Value of total assets at beginning of year	2012-06-30	$24,401,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$230,465
Total interest from all sources	2012-06-30	$257,410
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$200,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$27,042
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$1,195,926
Participant contributions at beginning of year	2012-06-30	$1,168,834
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$173,954
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$63,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$39,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$78,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$3,057
Other income not declared elsewhere	2012-06-30	$66,425
Administrative expenses (other) incurred	2012-06-30	$15,597
Liabilities. Value of operating payables at end of year	2012-06-30	$15,610
Liabilities. Value of operating payables at beginning of year	2012-06-30	$3,891
Total non interest bearing cash at end of year	2012-06-30	$307,140
Total non interest bearing cash at beginning of year	2012-06-30	$211,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,133,747
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$25,528,206
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$24,394,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$187,826
Interest on participant loans	2012-06-30	$52,071
Income. Interest from US Government securities	2012-06-30	$205,336
Value of interest in common/collective trusts at end of year	2012-06-30	$2,123,653
Value of interest in common/collective trusts at beginning of year	2012-06-30	$2,120,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$537,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$946,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$946,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$3
Asset value of US Government securities at end of year	2012-06-30	$4,552,694
Asset value of US Government securities at beginning of year	2012-06-30	$4,804,101
Net investment gain or loss from common/collective trusts	2012-06-30	$3,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,720,884
Employer contributions (assets) at end of year	2012-06-30	$135,531
Employer contributions (assets) at beginning of year	2012-06-30	$141,223
Income. Dividends from common stock	2012-06-30	$200,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,047,363
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$3,804,042
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$2,592,676
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$12,728,450
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$12,376,469
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$21,108,007
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$21,334,758
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2012-06-30	161215909
2011 : I.B.E.W. LOCAL 910 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$2,444,401
Total unrealized appreciation/depreciation of assets	2011-06-30	$2,444,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$6,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$19,706
Total income from all sources (including contributions)	2011-06-30	$4,962,676
Total loss/gain on sale of assets	2011-06-30	$314,304
Total of all expenses incurred	2011-06-30	$1,052,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$851,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,712,597
Value of total assets at end of year	2011-06-30	$24,401,407
Value of total assets at beginning of year	2011-06-30	$20,503,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$200,476
Total interest from all sources	2011-06-30	$287,767
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$192,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$28,610
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$1,168,834
Participant contributions at beginning of year	2011-06-30	$1,187,741
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$39,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$40,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$3,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$12,025
Other income not declared elsewhere	2011-06-30	$10,909
Administrative expenses (other) incurred	2011-06-30	$17,805
Liabilities. Value of operating payables at end of year	2011-06-30	$3,891
Liabilities. Value of operating payables at beginning of year	2011-06-30	$7,681
Total non interest bearing cash at end of year	2011-06-30	$211,699
Total non interest bearing cash at beginning of year	2011-06-30	$189,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$3,910,477
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$24,394,459
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$20,483,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$154,061
Interest on participant loans	2011-06-30	$67,276
Income. Interest from US Government securities	2011-06-30	$220,473
Value of interest in common/collective trusts at end of year	2011-06-30	$2,120,366
Value of interest in common/collective trusts at beginning of year	2011-06-30	$2,117,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$946,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$579,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$579,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$18
Asset value of US Government securities at end of year	2011-06-30	$4,804,101
Asset value of US Government securities at beginning of year	2011-06-30	$6,094,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,712,597
Employer contributions (assets) at end of year	2011-06-30	$141,223
Employer contributions (assets) at beginning of year	2011-06-30	$121,692
Income. Dividends from common stock	2011-06-30	$192,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$851,723
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$2,592,676
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$1,453,232
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$12,376,469
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$8,718,995
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$19,604,210
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$19,289,906
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	STACKEL & NAVARRA CPA PC
Accountancy firm EIN	2011-06-30	161215909

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

2021: I.B.E.W. LOCAL 910 ANNUITY FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: I.B.E.W. LOCAL 910 ANNUITY FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: I.B.E.W. LOCAL 910 ANNUITY FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: I.B.E.W. LOCAL 910 ANNUITY FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: I.B.E.W. LOCAL 910 ANNUITY FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL 910 ANNUITY FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL 910 ANNUITY FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL 910 ANNUITY FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL 910 ANNUITY FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL 910 ANNUITY FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL 910 ANNUITY FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL 910 ANNUITY FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUND
Employer identification number (EIN):	226447520
NAIC Classification:	561110
NAIC Description:	Office Administrative Services