IBEW 143 BENEFIT FUNDS - ANNUITY FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL 143 ANNUITY PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $139,507 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $52,363 |
| Total income from all sources (including contributions) | 2022-12-31 | $-6,474,142 |
| Total of all expenses incurred | 2022-12-31 | $3,822,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,655,049 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,043,249 |
| Value of total assets at end of year | 2022-12-31 | $50,956,604 |
| Value of total assets at beginning of year | 2022-12-31 | $61,165,925 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $167,274 |
| Total interest from all sources | 2022-12-31 | $54,862 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $27,914 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $45,124,756 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $54,498,022 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $806,743 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $457,190 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $92,749 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $43,903 |
| Other income not declared elsewhere | 2022-12-31 | $104,839 |
| Administrative expenses (other) incurred | 2022-12-31 | $19,840 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $139,507 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $52,363 |
| Total non interest bearing cash at end of year | 2022-12-31 | $493,001 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $564,532 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-10,296,465 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,817,097 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $61,113,562 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Interest earned on other investments | 2022-12-31 | $54,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $4,797,160 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $5,666,567 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-10,677,092 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $3,236,506 |
| Employer contributions (assets) at end of year | 2022-12-31 | $448,938 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $392,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,197,859 |
| Contract administrator fees | 2022-12-31 | $119,520 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2022-12-31 | 341667340 |
| 2021 : IBEW LOCAL 143 ANNUITY PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $52,363 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $144,462 |
| Total income from all sources (including contributions) | 2021-12-31 | $9,649,132 |
| Total of all expenses incurred | 2021-12-31 | $3,601,315 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,495,902 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,603,879 |
| Value of total assets at end of year | 2021-12-31 | $61,165,925 |
| Value of total assets at beginning of year | 2021-12-31 | $55,210,207 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $105,413 |
| Total interest from all sources | 2021-12-31 | $60,292 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $29,922 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $54,498,022 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $47,925,238 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $669,399 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $362,971 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $43,903 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,681 |
| Other income not declared elsewhere | 2021-12-31 | $119,536 |
| Administrative expenses (other) incurred | 2021-12-31 | $17,765 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $52,363 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $144,462 |
| Total non interest bearing cash at end of year | 2021-12-31 | $564,532 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $594,756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,047,817 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $61,113,562 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $55,065,745 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Interest earned on other investments | 2021-12-31 | $60,292 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $5,666,567 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $6,322,852 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,865,425 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $2,934,480 |
| Employer contributions (assets) at end of year | 2021-12-31 | $392,901 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $364,680 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,132,931 |
| Contract administrator fees | 2021-12-31 | $57,726 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2021-12-31 | 341667340 |
| 2020 : IBEW LOCAL 143 ANNUITY PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $144,462 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $155,217 |
| Total income from all sources (including contributions) | 2020-12-31 | $10,287,829 |
| Total of all expenses incurred | 2020-12-31 | $2,141,754 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,054,636 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,630,304 |
| Value of total assets at end of year | 2020-12-31 | $55,210,207 |
| Value of total assets at beginning of year | 2020-12-31 | $47,074,887 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $87,118 |
| Total interest from all sources | 2020-12-31 | $68,232 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $26,216 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $47,925,238 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $41,010,893 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $546,195 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $856,719 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $2,681 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $25,138 |
| Other income not declared elsewhere | 2020-12-31 | $85,832 |
| Administrative expenses (other) incurred | 2020-12-31 | $15,335 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $144,462 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $155,217 |
| Total non interest bearing cash at end of year | 2020-12-31 | $594,756 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $511,260 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $8,146,075 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $55,065,745 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $46,919,670 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Interest earned on other investments | 2020-12-31 | $68,232 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $6,322,852 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $5,057,269 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $6,503,461 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $3,084,109 |
| Employer contributions (assets) at end of year | 2020-12-31 | $364,680 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $470,327 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,197,917 |
| Contract administrator fees | 2020-12-31 | $45,567 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2020-12-31 | 341667340 |
| 2019 : IBEW LOCAL 143 ANNUITY PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $155,217 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $155,217 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $29,375 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $29,375 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,727,524 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,727,524 |
| Total of all expenses incurred | 2019-12-31 | $2,280,294 |
| Total of all expenses incurred | 2019-12-31 | $2,280,294 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,173,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,173,174 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,327,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,327,294 |
| Value of total assets at end of year | 2019-12-31 | $47,074,887 |
| Value of total assets at end of year | 2019-12-31 | $47,074,887 |
| Value of total assets at beginning of year | 2019-12-31 | $38,501,815 |
| Value of total assets at beginning of year | 2019-12-31 | $38,501,815 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $107,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $107,120 |
| Total interest from all sources | 2019-12-31 | $47,771 |
| Total interest from all sources | 2019-12-31 | $47,771 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $47,674 |
| Administrative expenses professional fees incurred | 2019-12-31 | $47,674 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $41,010,893 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $41,010,893 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $33,012,375 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $33,012,375 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $653,529 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $653,529 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $510,046 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $510,046 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $25,138 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $25,138 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,865 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,865 |
| Other income not declared elsewhere | 2019-12-31 | $98,233 |
| Other income not declared elsewhere | 2019-12-31 | $98,233 |
| Administrative expenses (other) incurred | 2019-12-31 | $13,471 |
| Administrative expenses (other) incurred | 2019-12-31 | $13,471 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $155,217 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $155,217 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $29,375 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $29,375 |
| Total non interest bearing cash at end of year | 2019-12-31 | $511,260 |
| Total non interest bearing cash at end of year | 2019-12-31 | $511,260 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $490,990 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $490,990 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $8,447,230 |
| Value of net income/loss | 2019-12-31 | $8,447,230 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $46,919,670 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $46,919,670 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,472,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,472,440 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest earned on other investments | 2019-12-31 | $47,771 |
| Interest earned on other investments | 2019-12-31 | $47,771 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,057,269 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,057,269 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,720,353 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,720,353 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $7,254,226 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $7,254,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,673,765 |
| Contributions received in cash from employer | 2019-12-31 | $2,673,765 |
| Employer contributions (assets) at end of year | 2019-12-31 | $470,327 |
| Employer contributions (assets) at end of year | 2019-12-31 | $470,327 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $276,232 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $276,232 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,663,128 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,663,128 |
| Contract administrator fees | 2019-12-31 | $45,975 |
| Contract administrator fees | 2019-12-31 | $45,975 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | PACKER THOMAS |
| Accountancy firm name | 2019-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2019-12-31 | 341667340 |
| Accountancy firm EIN | 2019-12-31 | 341667340 |
| 2018 : IBEW LOCAL 143 ANNUITY PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $29,375 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $78,086 |
| Total income from all sources (including contributions) | 2018-12-31 | $913,629 |
| Total of all expenses incurred | 2018-12-31 | $2,318,999 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,224,773 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,752,565 |
| Value of total assets at end of year | 2018-12-31 | $38,501,815 |
| Value of total assets at beginning of year | 2018-12-31 | $39,955,896 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $94,226 |
| Total interest from all sources | 2018-12-31 | $46,447 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $41,303 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $33,012,375 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $522,380 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $269,655 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,865 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $2,598 |
| Other income not declared elsewhere | 2018-12-31 | $80,092 |
| Administrative expenses (other) incurred | 2018-12-31 | $11,641 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $29,375 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $78,086 |
| Total non interest bearing cash at end of year | 2018-12-31 | $490,990 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $540,197 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,405,370 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,472,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $39,877,810 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $34,478,824 |
| Interest earned on other investments | 2018-12-31 | $46,447 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,720,353 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $4,642,405 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,965,475 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $2,230,185 |
| Employer contributions (assets) at end of year | 2018-12-31 | $276,232 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $291,872 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,955,118 |
| Contract administrator fees | 2018-12-31 | $41,282 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2018-12-31 | 341667340 |
| 2017 : IBEW LOCAL 143 ANNUITY PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $78,086 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $14,984 |
| Total income from all sources (including contributions) | 2017-12-31 | $7,185,476 |
| Total of all expenses incurred | 2017-12-31 | $2,628,171 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,553,511 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,580,383 |
| Value of total assets at end of year | 2017-12-31 | $39,955,896 |
| Value of total assets at beginning of year | 2017-12-31 | $35,335,489 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $74,660 |
| Total interest from all sources | 2017-12-31 | $33,156 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $22,331 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $539,666 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $235,979 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $2,598 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $9,400 |
| Other income not declared elsewhere | 2017-12-31 | $115,087 |
| Administrative expenses (other) incurred | 2017-12-31 | $14,302 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $78,086 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $14,984 |
| Total non interest bearing cash at end of year | 2017-12-31 | $540,197 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $374,206 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $4,557,305 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $39,877,810 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $35,320,505 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $34,478,824 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $30,287,064 |
| Interest earned on other investments | 2017-12-31 | $33,156 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $4,642,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $4,450,956 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $4,456,850 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $2,040,717 |
| Employer contributions (assets) at end of year | 2017-12-31 | $291,872 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $213,863 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,317,532 |
| Contract administrator fees | 2017-12-31 | $38,027 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2017-12-31 | 341667340 |
| 2016 : IBEW LOCAL 143 ANNUITY PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $14,984 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $59,435 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,880,334 |
| Total of all expenses incurred | 2016-12-31 | $2,180,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,109,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,779,662 |
| Value of total assets at end of year | 2016-12-31 | $35,335,489 |
| Value of total assets at beginning of year | 2016-12-31 | $33,680,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $71,406 |
| Total interest from all sources | 2016-12-31 | $45,056 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $20,207 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $337,545 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $68,410 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $9,400 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,249 |
| Other income not declared elsewhere | 2016-12-31 | $122,301 |
| Administrative expenses (other) incurred | 2016-12-31 | $12,366 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $14,984 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $59,435 |
| Total non interest bearing cash at end of year | 2016-12-31 | $374,206 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $520,634 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $1,699,471 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $35,320,505 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $33,621,034 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $30,287,064 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $28,645,355 |
| Interest earned on other investments | 2016-12-31 | $45,056 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $4,450,956 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $4,362,897 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,933,315 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,442,117 |
| Employer contributions (assets) at end of year | 2016-12-31 | $213,863 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $148,334 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,041,047 |
| Contract administrator fees | 2016-12-31 | $38,833 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | PACKER THOMAS |
| Accountancy firm EIN | 2016-12-31 | 341667340 |
| 2015 : IBEW LOCAL 143 ANNUITY PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $59,435 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $27,527 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,782,819 |
| Total of all expenses incurred | 2015-12-31 | $2,121,922 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,045,811 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,757,062 |
| Value of total assets at end of year | 2015-12-31 | $33,680,469 |
| Value of total assets at beginning of year | 2015-12-31 | $33,987,664 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $76,111 |
| Total interest from all sources | 2015-12-31 | $46,022 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $21,870 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $260,213 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $131,058 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,249 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,570 |
| Other income not declared elsewhere | 2015-12-31 | $120,843 |
| Administrative expenses (other) incurred | 2015-12-31 | $16,080 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $59,435 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $27,527 |
| Total non interest bearing cash at end of year | 2015-12-31 | $520,634 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $229,057 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-339,103 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $33,621,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $33,960,137 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $28,645,355 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $28,801,635 |
| Interest earned on other investments | 2015-12-31 | $46,022 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $4,362,897 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $4,802,504 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-141,108 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,496,849 |
| Employer contributions (assets) at end of year | 2015-12-31 | $148,334 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $151,898 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,914,753 |
| Contract administrator fees | 2015-12-31 | $38,161 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | WAGGONER FRUTIGER & DAUB LLP |
| Accountancy firm EIN | 2015-12-31 | 231583249 |
| 2014 : IBEW LOCAL 143 ANNUITY PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $27,527 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $81,022 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,584,261 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,542,096 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,464,550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,660,584 |
| Value of total assets at end of year | 2014-12-31 | $33,987,664 |
| Value of total assets at beginning of year | 2014-12-31 | $32,998,994 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $77,546 |
| Total interest from all sources | 2014-12-31 | $49,677 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $20,917 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $1,412,150 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,412,150 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $248,434 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $100,972 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,570 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,636 |
| Other income not declared elsewhere | 2014-12-31 | $117,855 |
| Administrative expenses (other) incurred | 2014-12-31 | $18,737 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $27,527 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $81,022 |
| Total non interest bearing cash at end of year | 2014-12-31 | $229,057 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $237,880 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,042,165 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $33,960,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $32,917,972 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $28,801,635 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $27,092,592 |
| Interest earned on other investments | 2014-12-31 | $49,677 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $4,802,504 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $5,496,655 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,756,145 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,412,150 |
| Employer contributions (assets) at end of year | 2014-12-31 | $151,898 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $170,231 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,363,578 |
| Contract administrator fees | 2014-12-31 | $37,892 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2014-12-31 | 231583249 |
| 2013 : IBEW LOCAL 143 ANNUITY PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $81,022 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $28,499 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,459,854 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $3,099,519 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,011,409 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,586,451 |
| Value of total assets at end of year | 2013-12-31 | $32,998,994 |
| Value of total assets at beginning of year | 2013-12-31 | $30,586,136 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $88,110 |
| Total interest from all sources | 2013-12-31 | $80,459 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $32,291 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $1,375,977 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,375,977 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $210,474 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $124,101 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,636 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,748 |
| Other income not declared elsewhere | 2013-12-31 | $41,803 |
| Administrative expenses (other) incurred | 2013-12-31 | $16,717 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $81,022 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $28,499 |
| Total non interest bearing cash at end of year | 2013-12-31 | $237,880 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $159,357 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,360,335 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $32,917,972 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $30,557,637 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $27,092,592 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $24,667,091 |
| Interest earned on other investments | 2013-12-31 | $80,459 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $5,496,655 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $5,589,025 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $3,751,141 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,375,977 |
| Employer contributions (assets) at end of year | 2013-12-31 | $170,231 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $167,915 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,887,308 |
| Contract administrator fees | 2013-12-31 | $39,102 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2013-12-31 | 231583249 |
| 2012 : IBEW LOCAL 143 ANNUITY PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $28,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $73,497 |
| Total income from all sources (including contributions) | 2012-12-31 | $4,781,969 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $2,176,702 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,098,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,895,584 |
| Value of total assets at end of year | 2012-12-31 | $30,586,136 |
| Value of total assets at beginning of year | 2012-12-31 | $28,025,867 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $77,850 |
| Total interest from all sources | 2012-12-31 | $108,164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $24,040 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $1,721,172 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $1,721,172 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $174,412 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $122,395 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,748 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,699 |
| Other income not declared elsewhere | 2012-12-31 | $30,852 |
| Administrative expenses (other) incurred | 2012-12-31 | $13,332 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $28,499 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $73,497 |
| Total non interest bearing cash at end of year | 2012-12-31 | $159,357 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $225,882 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,605,267 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $30,557,637 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $27,952,370 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $24,667,091 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $22,052,435 |
| Interest earned on other investments | 2012-12-31 | $108,164 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $5,589,025 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $5,574,155 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $2,747,369 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,721,172 |
| Employer contributions (assets) at end of year | 2012-12-31 | $167,915 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $170,696 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,976,457 |
| Contract administrator fees | 2012-12-31 | $40,478 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2012-12-31 | 231583249 |
| 2011 : IBEW LOCAL 143 ANNUITY PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $73,497 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $17,164 |
| Total income from all sources (including contributions) | 2011-12-31 | $2,489,225 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $2,699,733 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,629,505 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,969,852 |
| Value of total assets at end of year | 2011-12-31 | $28,025,867 |
| Value of total assets at beginning of year | 2011-12-31 | $28,180,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $70,228 |
| Total interest from all sources | 2011-12-31 | $145,791 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $18,100 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $1,816,353 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,816,353 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $153,412 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $87 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $180,461 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,699 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,169 |
| Administrative expenses (other) incurred | 2011-12-31 | $12,981 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $73,497 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $17,164 |
| Total non interest bearing cash at end of year | 2011-12-31 | $225,882 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $161,489 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-210,508 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $27,952,370 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,162,878 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $22,052,435 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $23,177,289 |
| Interest earned on other investments | 2011-12-31 | $145,791 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $5,574,155 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $4,663,614 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $373,582 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,816,353 |
| Employer contributions (assets) at end of year | 2011-12-31 | $170,696 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $174,481 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,449,044 |
| Contract administrator fees | 2011-12-31 | $39,147 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | WAGGONER FRUTIGER AND DAUB |
| Accountancy firm EIN | 2011-12-31 | 231583249 |
| 2010 : IBEW LOCAL 143 ANNUITY PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $17,164 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $56,037 |
| Total income from all sources (including contributions) | 2010-12-31 | $4,610,522 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,749,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,676,805 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,817,765 |
| Value of total assets at end of year | 2010-12-31 | $28,180,042 |
| Value of total assets at beginning of year | 2010-12-31 | $25,357,540 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $72,342 |
| Total interest from all sources | 2010-12-31 | $151,203 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $20,921 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $1,697,266 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,697,266 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $120,499 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $76,441 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,169 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,679 |
| Administrative expenses (other) incurred | 2010-12-31 | $12,405 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $17,164 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $56,037 |
| Total non interest bearing cash at end of year | 2010-12-31 | $161,489 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,861,375 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,162,878 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,301,503 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $23,177,289 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $20,241,460 |
| Interest earned on other investments | 2010-12-31 | $151,173 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $243,954 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $243,954 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $30 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $4,663,614 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $4,680,700 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,641,554 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,697,266 |
| Employer contributions (assets) at end of year | 2010-12-31 | $174,481 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $188,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,600,364 |
| Contract administrator fees | 2010-12-31 | $39,016 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | WAGGONER FRUTIGER DAUB |
| Accountancy firm EIN | 2010-12-31 | 231583249 |
| 2009 : IBEW LOCAL 143 ANNUITY PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $1,726,377 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,726,377 |
