IBEW LOCAL UNION 98 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL UNION 380 PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: IBEW LOCAL UNION 380 PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 109,673,422 |
| Acturial value of assets for funding standard account | 2022-12-31 | 101,029,498 |
| Accrued liability for plan using immediate gains methods | 2022-12-31 | 170,111,512 |
| Accrued liability under unit credit cost method | 2022-12-31 | 170,111,512 |
| RPA 94 current liability | 2022-12-31 | 325,937,988 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 5,698,878 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 12,715,092 |
| Expected plan disbursements for the plan year | 2022-12-31 | 13,102,696 |
| Current value of assets | 2022-12-31 | 109,673,422 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 495 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 177,770,669 |
| Number of terminated vested participants | 2022-12-31 | 255 |
| Current liability for terminated vested participants | 2022-12-31 | 45,268,289 |
| Current liability for active participants non vested benefits | 2022-12-31 | 3,724,940 |
| Current liability for active participants vested benefits | 2022-12-31 | 99,174,090 |
| Total number of active articipats | 2022-12-31 | 541 |
| Current liability for active participants | 2022-12-31 | 102,899,030 |
| Total participant count with liabilities | 2022-12-31 | 1,291 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 325,937,988 |
| Total employer contributions in plan year | 2022-12-31 | 14,068,859 |
| Prior year funding deficiency | 2022-12-31 | 502,286 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 2,045,291 |
| Prior year credit balance | 2022-12-31 | 0 |
| Amortization credits as of valuation date | 2022-12-31 | 553,793 |
| Total participants, beginning-of-year | 2022-01-01 | 1,343 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 559 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 397 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 247 |
| Total of all active and inactive participants | 2022-01-01 | 1,203 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 104 |
| Total participants | 2022-01-01 | 1,307 |
| Number of employers contributing to the scheme | 2022-01-01 | 85 |
| 2021: IBEW LOCAL UNION 380 PENSION PLAN 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 93,566,212 |
| Acturial value of assets for funding standard account | 2021-12-31 | 90,242,135 |
| Accrued liability for plan using immediate gains methods | 2021-12-31 | 167,522,832 |
| Accrued liability under unit credit cost method | 2021-12-31 | 167,522,832 |
| RPA 94 current liability | 2021-12-31 | 311,555,825 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 5,074,441 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 12,388,083 |
| Expected plan disbursements for the plan year | 2021-12-31 | 12,787,352 |
| Current value of assets | 2021-12-31 | 93,566,212 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 477 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 169,673,241 |
| Number of terminated vested participants | 2021-12-31 | 263 |
| Current liability for terminated vested participants | 2021-12-31 | 45,821,457 |
| Current liability for active participants non vested benefits | 2021-12-31 | 3,227,300 |
| Current liability for active participants vested benefits | 2021-12-31 | 92,833,827 |
| Total number of active articipats | 2021-12-31 | 510 |
| Current liability for active participants | 2021-12-31 | 96,061,127 |
| Total participant count with liabilities | 2021-12-31 | 1,250 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 311,555,825 |
| Total employer contributions in plan year | 2021-12-31 | 14,218,308 |
| Prior year funding deficiency | 2021-12-31 | 2,301,019 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 1,959,623 |
| Amortization credits as of valuation date | 2021-12-31 | 443,036 |
| Total participants, beginning-of-year | 2021-01-01 | 1,243 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 543 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 379 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 320 |
| Total of all active and inactive participants | 2021-01-01 | 1,242 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 101 |
| Total participants | 2021-01-01 | 1,343 |
| Number of employers contributing to the scheme | 2021-01-01 | 87 |
| 2020: IBEW LOCAL UNION 380 PENSION PLAN 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 82,881,630 |
| Acturial value of assets for funding standard account | 2020-12-31 | 82,688,120 |
| Accrued liability for plan using immediate gains methods | 2020-12-31 | 165,732,835 |
| Accrued liability under unit credit cost method | 2020-12-31 | 165,732,835 |
| RPA 94 current liability | 2020-12-31 | 288,654,073 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 4,554,552 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 11,767,412 |
| Expected plan disbursements for the plan year | 2020-12-31 | 12,191,251 |
| Current value of assets | 2020-12-31 | 82,881,630 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 459 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 156,000,551 |
| Number of terminated vested participants | 2020-12-31 | 258 |
| Current liability for terminated vested participants | 2020-12-31 | 40,639,343 |
| Current liability for active participants non vested benefits | 2020-12-31 | 3,203,955 |
| Current liability for active participants vested benefits | 2020-12-31 | 88,810,224 |
| Total number of active articipats | 2020-12-31 | 516 |
| Current liability for active participants | 2020-12-31 | 92,014,179 |
| Total participant count with liabilities | 2020-12-31 | 1,233 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 288,654,073 |
| Total employer contributions in plan year | 2020-12-31 | 12,935,572 |
| Prior year funding deficiency | 2020-12-31 | 2,616,755 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 2,036,841 |
| Amortization credits as of valuation date | 2020-12-31 | 395,965 |
| Total participants, beginning-of-year | 2020-01-01 | 1,225 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 510 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 365 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 264 |
| Total of all active and inactive participants | 2020-01-01 | 1,139 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 104 |
| Total participants | 2020-01-01 | 1,243 |
| Number of employers contributing to the scheme | 2020-01-01 | 86 |
| 2019: IBEW LOCAL UNION 380 PENSION PLAN 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 71,576,396 |
| Acturial value of assets for funding standard account | 2019-12-31 | 76,732,549 |
| Accrued liability for plan using immediate gains methods | 2019-12-31 | 164,245,065 |
| Accrued liability under unit credit cost method | 2019-12-31 | 164,245,065 |
| RPA 94 current liability | 2019-12-31 | 283,833,774 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 4,609,317 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 11,311,235 |
| Expected plan disbursements for the plan year | 2019-12-31 | 11,346,167 |
| Current value of assets | 2019-12-31 | 71,576,396 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 450 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 152,750,615 |
| Number of terminated vested participants | 2019-12-31 | 265 |
| Current liability for terminated vested participants | 2019-12-31 | 39,986,616 |
| Current liability for active participants non vested benefits | 2019-12-31 | 3,392,918 |
| Current liability for active participants vested benefits | 2019-12-31 | 87,703,625 |
| Total number of active articipats | 2019-12-31 | 535 |
| Current liability for active participants | 2019-12-31 | 91,096,543 |
| Total participant count with liabilities | 2019-12-31 | 1,250 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 283,833,774 |
| Total employer contributions in plan year | 2019-12-31 | 13,212,240 |
| Prior year funding deficiency | 2019-12-31 | 3,180,345 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 2,114,580 |
| Prior year credit balance | 2019-12-31 | 0 |
| Amortization credits as of valuation date | 2019-12-31 | 395,965 |
| Total participants, beginning-of-year | 2019-01-01 | 1,243 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 516 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 353 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 258 |
| Total of all active and inactive participants | 2019-01-01 | 1,127 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 98 |
| Total participants | 2019-01-01 | 1,225 |
| Number of employers contributing to the scheme | 2019-01-01 | 87 |
| 2018: IBEW LOCAL UNION 380 PENSION PLAN 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 73,797,881 |
| Acturial value of assets for funding standard account | 2018-12-31 | 73,076,934 |
| Accrued liability for plan using immediate gains methods | 2018-12-31 | 160,343,017 |
| Accrued liability under unit credit cost method | 2018-12-31 | 160,343,017 |
| RPA 94 current liability | 2018-12-31 | 283,602,695 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 4,613,482 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 11,066,233 |
| Expected plan disbursements for the plan year | 2018-12-31 | 11,101,384 |
| Current value of assets | 2018-12-31 | 73,797,881 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 443 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 154,173,562 |
| Number of terminated vested participants | 2018-12-31 | 251 |
| Current liability for terminated vested participants | 2018-12-31 | 36,417,689 |
| Current liability for active participants non vested benefits | 2018-12-31 | 3,237,032 |
| Current liability for active participants vested benefits | 2018-12-31 | 89,774,412 |
| Total number of active articipats | 2018-12-31 | 518 |
| Current liability for active participants | 2018-12-31 | 93,011,444 |
| Total participant count with liabilities | 2018-12-31 | 1,212 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 283,602,695 |
| Total employer contributions in plan year | 2018-12-31 | 11,638,068 |
| Prior year funding deficiency | 2018-12-31 | 4,886,420 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 2,060,501 |
| Prior year credit balance | 2018-12-31 | 0 |
| Amortization credits as of valuation date | 2018-12-31 | 2,630,782 |
| Total participants, beginning-of-year | 2018-01-01 | 1,210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 535 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 345 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 264 |
| Total of all active and inactive participants | 2018-01-01 | 1,144 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 99 |
| Total participants | 2018-01-01 | 1,243 |
| Number of employers contributing to the scheme | 2018-01-01 | 96 |
| 2017: IBEW LOCAL UNION 380 PENSION PLAN 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 64,885,082 |
| Acturial value of assets for funding standard account | 2017-12-31 | 68,583,186 |
| Accrued liability for plan using immediate gains methods | 2017-12-31 | 158,617,511 |
| Accrued liability under unit credit cost method | 2017-12-31 | 158,617,511 |
| RPA 94 current liability | 2017-12-31 | 269,251,822 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 4,504,549 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 10,905,606 |
| Expected plan disbursements for the plan year | 2017-12-31 | 10,957,205 |
| Current value of assets | 2017-12-31 | 64,885,082 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 433 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 149,944,984 |
| Number of terminated vested participants | 2017-12-31 | 237 |
| Current liability for terminated vested participants | 2017-12-31 | 31,609,790 |
| Current liability for active participants non vested benefits | 2017-12-31 | 3,120,397 |
| Current liability for active participants vested benefits | 2017-12-31 | 84,576,651 |
| Total number of active articipats | 2017-12-31 | 525 |
| Current liability for active participants | 2017-12-31 | 87,697,048 |
| Total participant count with liabilities | 2017-12-31 | 1,195 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 269,251,822 |
| Total employer contributions in plan year | 2017-12-31 | 12,608,410 |
| Prior year funding deficiency | 2017-12-31 | 9,694,606 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 2,105,687 |
| Prior year credit balance | 2017-12-31 | 0 |
| Amortization credits as of valuation date | 2017-12-31 | 4,791,262 |
| Total participants, beginning-of-year | 2017-01-01 | 1,145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 518 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 344 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 250 |
| Total of all active and inactive participants | 2017-01-01 | 1,112 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 98 |
| Total participants | 2017-01-01 | 1,210 |
| Number of employers contributing to the scheme | 2017-01-01 | 109 |
| 2016: IBEW LOCAL UNION 380 PENSION PLAN 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 61,096,778 |
| Acturial value of assets for funding standard account | 2016-12-31 | 66,045,558 |
| Accrued liability for plan using immediate gains methods | 2016-12-31 | 157,661,739 |
| Accrued liability under unit credit cost method | 2016-12-31 | 157,661,739 |
| RPA 94 current liability | 2016-12-31 | 259,560,894 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 4,119,615 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 10,872,847 |
| Expected plan disbursements for the plan year | 2016-12-31 | 10,938,449 |
| Current value of assets | 2016-12-31 | 61,096,778 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 440 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 149,738,712 |
| Number of terminated vested participants | 2016-12-31 | 202 |
| Current liability for terminated vested participants | 2016-12-31 | 26,051,811 |
| Current liability for active participants non vested benefits | 2016-12-31 | 2,939,938 |
| Current liability for active participants vested benefits | 2016-12-31 | 80,830,433 |
| Total number of active articipats | 2016-12-31 | 565 |
| Current liability for active participants | 2016-12-31 | 83,770,371 |
| Total participant count with liabilities | 2016-12-31 | 1,207 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 259,560,894 |
| Total employer contributions in plan year | 2016-12-31 | 10,902,605 |
| Prior year funding deficiency | 2016-12-31 | 12,764,837 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 1,995,509 |
| Prior year credit balance | 2016-12-31 | 0 |
| Amortization credits as of valuation date | 2016-12-31 | 4,791,261 |
| Total participants, beginning-of-year | 2016-01-01 | 1,281 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 497 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 378 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 202 |
| Total of all active and inactive participants | 2016-01-01 | 1,077 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 68 |
| Total participants | 2016-01-01 | 1,145 |
| Number of employers contributing to the scheme | 2016-01-01 | 96 |
| 2015: IBEW LOCAL UNION 380 PENSION PLAN 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 59,701,947 |
| Acturial value of assets for funding standard account | 2015-12-31 | 63,188,118 |
| Accrued liability for plan using immediate gains methods | 2015-12-31 | 148,595,477 |
| Accrued liability under unit credit cost method | 2015-12-31 | 148,595,477 |
| RPA 94 current liability | 2015-12-31 | 250,626,191 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 2,066,066 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 10,589,242 |
| Expected plan disbursements for the plan year | 2015-12-31 | 10,698,683 |
| Current value of assets | 2015-12-31 | 59,701,947 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 434 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 145,178,858 |
| Number of terminated vested participants | 2015-12-31 | 191 |
| Current liability for terminated vested participants | 2015-12-31 | 22,293,177 |
| Current liability for active participants non vested benefits | 2015-12-31 | 3,265,621 |
| Current liability for active participants vested benefits | 2015-12-31 | 79,888,535 |
| Total number of active articipats | 2015-12-31 | 582 |
| Current liability for active participants | 2015-12-31 | 83,154,156 |
| Total participant count with liabilities | 2015-12-31 | 1,207 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 250,626,191 |
| Total employer contributions in plan year | 2015-12-31 | 9,679,831 |
| Prior year funding deficiency | 2015-12-31 | 12,558,259 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 1,144,149 |
| Amortization credits as of valuation date | 2015-12-31 | 4,814,258 |
| Total participants, beginning-of-year | 2015-01-01 | 1,207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 637 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 345 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 217 |
| Total of all active and inactive participants | 2015-01-01 | 1,199 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 82 |
| Total participants | 2015-01-01 | 1,281 |
| Number of employers contributing to the scheme | 2015-01-01 | 88 |
| 2014: IBEW LOCAL UNION 380 PENSION PLAN 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 56,725,945 |
| Acturial value of assets for funding standard account | 2014-12-31 | 60,646,927 |
| Accrued liability for plan using immediate gains methods | 2014-12-31 | 146,175,729 |
| Accrued liability under unit credit cost method | 2014-12-31 | 146,175,729 |
| RPA 94 current liability | 2014-12-31 | 243,705,384 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 1,859,508 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 10,112,447 |
| Expected plan disbursements for the plan year | 2014-12-31 | 10,238,969 |
| Current value of assets | 2014-12-31 | 56,725,945 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 408 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 140,209,615 |
| Number of terminated vested participants | 2014-12-31 | 191 |
| Current liability for terminated vested participants | 2014-12-31 | 22,023,785 |
| Current liability for active participants non vested benefits | 2014-12-31 | 3,203,737 |
| Current liability for active participants vested benefits | 2014-12-31 | 78,268,247 |
| Total number of active articipats | 2014-12-31 | 593 |
| Current liability for active participants | 2014-12-31 | 81,471,984 |
| Total participant count with liabilities | 2014-12-31 | 1,192 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 243,705,384 |
| Total employer contributions in plan year | 2014-12-31 | 10,064,119 |
| Total employee contributions in plan year | 2014-12-31 | 2,478 |
| Prior year funding deficiency | 2014-12-31 | 11,021,100 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 1,079,047 |
| Prior year credit balance | 2014-12-31 | 0 |
| Amortization credits as of valuation date | 2014-12-31 | 4,814,260 |
| Total participants, beginning-of-year | 2014-01-01 | 1,192 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 582 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 356 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 191 |
| Total of all active and inactive participants | 2014-01-01 | 1,129 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 78 |
| Total participants | 2014-01-01 | 1,207 |
| Number of employers contributing to the scheme | 2014-01-01 | 106 |
| 2013: IBEW LOCAL UNION 380 PENSION PLAN 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 51,317,709 |
| Acturial value of assets for funding standard account | 2013-12-31 | 59,090,715 |
| Accrued liability for plan using immediate gains methods | 2013-12-31 | 134,874,612 |
| Accrued liability under unit credit cost method | 2013-12-31 | 134,874,612 |
| RPA 94 current liability | 2013-12-31 | 233,336,009 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 2,288,445 |
| Expected release from RPA 94 current liability for plan year | 2013-12-31 | 10,663,239 |
| Expected plan disbursements for the plan year | 2013-12-31 | 10,074,953 |
| Current value of assets | 2013-12-31 | 51,317,709 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 398 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 136,521,854 |
| Number of terminated vested participants | 2013-12-31 | 179 |
| Current liability for terminated vested participants | 2013-12-31 | 18,897,215 |
| Current liability for active participants non vested benefits | 2013-12-31 | 1,121,499 |
| Current liability for active participants vested benefits | 2013-12-31 | 76,795,441 |
| Total number of active articipats | 2013-12-31 | 611 |
| Current liability for active participants | 2013-12-31 | 77,916,940 |
| Total participant count with liabilities | 2013-12-31 | 1,188 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 233,336,009 |
| Total employer contributions in plan year | 2013-12-31 | 8,536,326 |
| Total employee contributions in plan year | 2013-12-31 | 4,866 |
| Prior year funding deficiency | 2013-12-31 | 8,894,635 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 1,056,582 |
| Amortization credits as of valuation date | 2013-12-31 | 4,807,780 |
| Total participants, beginning-of-year | 2013-01-01 | 1,188 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 593 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 333 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 191 |
| Total of all active and inactive participants | 2013-01-01 | 1,117 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 75 |
| Total participants | 2013-01-01 | 1,192 |
| Number of employers contributing to the scheme | 2013-01-01 | 104 |
| 2012: IBEW LOCAL UNION 380 PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,176 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 611 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 324 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 179 |
| Total of all active and inactive participants | 2012-01-01 | 1,114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 74 |
| Total participants | 2012-01-01 | 1,188 |
| Number of employers contributing to the scheme | 2012-01-01 | 106 |
| 2011: IBEW LOCAL UNION 380 PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 618 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 318 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 169 |
| Total of all active and inactive participants | 2011-01-01 | 1,105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 71 |
| Total participants | 2011-01-01 | 1,176 |
| Number of employers contributing to the scheme | 2011-01-01 | 117 |
| 2009: IBEW LOCAL UNION 380 PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,153 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 646 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 313 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 153 |
| Total of all active and inactive participants | 2009-01-01 | 1,112 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 53 |
| Total participants | 2009-01-01 | 1,165 |
| Number of employers contributing to the scheme | 2009-01-01 | 134 |
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL UNION 380 PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $944,843 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $944,843 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $193,497 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $327,282 |
| Total income from all sources (including contributions) | 2022-12-31 | $2,655,272 |
| Total loss/gain on sale of assets | 2022-12-31 | $4,828 |
| Total of all expenses incurred | 2022-12-31 | $13,148,478 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $12,593,928 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $14,068,859 |
| Value of total assets at end of year | 2022-12-31 | $99,373,713 |
| Value of total assets at beginning of year | 2022-12-31 | $110,000,704 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $554,550 |
| Total interest from all sources | 2022-12-31 | $24,842 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $49,832 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $49,832 |
| Administrative expenses professional fees incurred | 2022-12-31 | $147,322 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $289,736 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $497,296 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $143,149 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $224,765 |
| Administrative expenses (other) incurred | 2022-12-31 | $61,508 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $50,348 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $102,517 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,125,096 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,106,497 |
| 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 | $-10,493,206 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $99,180,216 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $109,673,422 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $22,693,614 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $15,855,292 |
| Investment advisory and management fees | 2022-12-31 | $290,417 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,900,119 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,197,933 |
| Interest earned on other investments | 2022-12-31 | $2,576 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $21,118 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $70,375,092 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $85,965,377 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,608,576 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,859,582 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,859,582 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,148 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-347,647 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-12,090,285 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| 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 | $14,068,859 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,381,480 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,518,727 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $12,593,928 |
| Contract administrator fees | 2022-12-31 | $55,303 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2022-12-31 | $84,011 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $79,183 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2022-12-31 | 611436956 |
| 2021 : IBEW LOCAL UNION 380 PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $3,677,398 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $3,677,398 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $327,282 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $997,505 |
| Total income from all sources (including contributions) | 2021-12-31 | $28,577,332 |
| Total loss/gain on sale of assets | 2021-12-31 | $2,867 |
| Total of all expenses incurred | 2021-12-31 | $12,470,122 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $11,938,837 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $14,218,308 |
| Value of total assets at end of year | 2021-12-31 | $110,000,704 |
| Value of total assets at beginning of year | 2021-12-31 | $94,563,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $531,285 |
| Total interest from all sources | 2021-12-31 | $1,382 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $52,190 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $52,190 |
| Administrative expenses professional fees incurred | 2021-12-31 | $174,927 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| 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 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $400,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $497,296 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $28,055 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $224,765 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $843,023 |
| Administrative expenses (other) incurred | 2021-12-31 | $51,707 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $102,517 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $154,482 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,106,497 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1,176,916 |
| 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 | $16,107,210 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $109,673,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $93,566,212 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $15,855,292 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $10,239,566 |
| Investment advisory and management fees | 2021-12-31 | $249,616 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $2,197,933 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,221,079 |
| Interest earned on other investments | 2021-12-31 | $223 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $85,965,377 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $75,264,854 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,859,582 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,989,149 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,989,149 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,159 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-75,336 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $10,700,523 |
| 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 | $13,818,308 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,518,727 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,644,098 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $11,938,837 |
| Contract administrator fees | 2021-12-31 | $55,035 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2021-12-31 | $70,925 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $68,058 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2021-12-31 | 611436956 |
| 2020 : IBEW LOCAL UNION 380 PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $934,322 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $934,322 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $997,505 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $381,924 |
| Total income from all sources (including contributions) | 2020-12-31 | $22,707,009 |
| Total loss/gain on sale of assets | 2020-12-31 | $473 |
| Total of all expenses incurred | 2020-12-31 | $12,022,427 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,527,088 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,935,572 |
| Value of total assets at end of year | 2020-12-31 | $94,563,717 |
| Value of total assets at beginning of year | 2020-12-31 | $83,263,554 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $495,339 |
| Total interest from all sources | 2020-12-31 | $11,737 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $57,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $57,624 |
| Administrative expenses professional fees incurred | 2020-12-31 | $174,774 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $28,055 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $12,800 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $843,023 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $320,949 |
| Administrative expenses (other) incurred | 2020-12-31 | $51,451 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $154,482 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $60,975 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1,176,916 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,011,351 |
| 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 | $10,684,582 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $93,566,212 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $82,881,630 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $10,239,566 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $8,524,798 |
| Investment advisory and management fees | 2020-12-31 | $213,609 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,221,079 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,091,476 |
| Interest earned on other investments | 2020-12-31 | $364 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $75,264,854 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $66,570,408 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,989,149 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,552,160 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,552,160 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $11,373 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $73,495 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $8,693,786 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| 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 | $12,935,572 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,644,098 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,500,561 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,527,088 |
| Contract administrator fees | 2020-12-31 | $55,505 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2020-12-31 | $70,027 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $69,554 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | NOVAK FRANCELLA,LLC |
| Accountancy firm EIN | 2020-12-31 | 611436956 |
| 2019 : IBEW LOCAL UNION 380 PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $519,680 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $519,680 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $519,680 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $519,680 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $381,924 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $381,924 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $117,962 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $117,962 |
| Total income from all sources (including contributions) | 2019-12-31 | $23,098,757 |
| Total income from all sources (including contributions) | 2019-12-31 | $23,098,757 |
| Total loss/gain on sale of assets | 2019-12-31 | $1,204 |
| Total loss/gain on sale of assets | 2019-12-31 | $1,204 |
| Total of all expenses incurred | 2019-12-31 | $11,793,523 |
| Total of all expenses incurred | 2019-12-31 | $11,793,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,189,392 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,189,392 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,212,240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,212,240 |
| Value of total assets at end of year | 2019-12-31 | $83,263,554 |
| Value of total assets at end of year | 2019-12-31 | $83,263,554 |
| Value of total assets at beginning of year | 2019-12-31 | $71,694,358 |
| Value of total assets at beginning of year | 2019-12-31 | $71,694,358 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $604,131 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $604,131 |
| Total interest from all sources | 2019-12-31 | $61,446 |
| Total interest from all sources | 2019-12-31 | $61,446 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $358,504 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $358,504 |
| 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 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $358,504 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $358,504 |
| Administrative expenses professional fees incurred | 2019-12-31 | $173,206 |
| 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 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $12,800 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $12,800 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $22,017 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $22,017 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $320,949 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $320,949 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $65,643 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $65,643 |
| Administrative expenses (other) incurred | 2019-12-31 | $46,371 |
| Administrative expenses (other) incurred | 2019-12-31 | $46,371 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $60,975 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $52,319 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $52,319 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,011,351 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,011,351 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $966,302 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $966,302 |
| 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 | $11,305,234 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $82,881,630 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $71,576,396 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $8,524,798 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $8,524,798 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $7,271,800 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $7,271,800 |
| Investment advisory and management fees | 2019-12-31 | $327,098 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,091,476 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,091,476 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,225,591 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $47,225,591 |
| Interest earned on other investments | 2019-12-31 | $1,959 |
| Interest earned on other investments | 2019-12-31 | $1,959 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $66,570,408 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $66,570,408 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,281,899 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,281,899 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,552,160 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,552,160 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,697,630 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,697,630 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,697,630 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,697,630 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $59,487 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $59,487 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,411,655 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,534,028 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $5,534,028 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| 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 | $13,212,240 |
| Contributions received in cash from employer | 2019-12-31 | $13,212,240 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,500,561 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,500,561 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,229,119 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,229,119 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,189,392 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,189,392 |
| Contract administrator fees | 2019-12-31 | $57,456 |
| Contract administrator fees | 2019-12-31 | $57,456 |
| 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 | 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $979,417 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $979,417 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $978,213 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $978,213 |
| 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 | NOVAK FRANCELLA, LLC |
| Accountancy firm name | 2019-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| Accountancy firm EIN | 2019-12-31 | 611436956 |
| 2018 : IBEW LOCAL UNION 380 PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $274,257 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $274,257 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $117,962 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $231,361 |
| Total income from all sources (including contributions) | 2018-12-31 | $9,453,402 |
| Total loss/gain on sale of assets | 2018-12-31 | $1,491 |
| Total of all expenses incurred | 2018-12-31 | $11,674,887 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $10,986,887 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $11,638,068 |
| Value of total assets at end of year | 2018-12-31 | $71,694,358 |
| Value of total assets at beginning of year | 2018-12-31 | $74,029,242 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $688,000 |
| Total interest from all sources | 2018-12-31 | $30,803 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,304,203 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,304,203 |
| Administrative expenses professional fees incurred | 2018-12-31 | $151,233 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $22,017 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $17,850 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $65,643 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $127,372 |
| Administrative expenses (other) incurred | 2018-12-31 | $42,027 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $52,319 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $103,989 |
| Total non interest bearing cash at end of year | 2018-12-31 | $966,302 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $3,003,391 |
| 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 | $-2,221,485 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $71,576,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $73,797,881 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $7,271,800 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $5,661,239 |
| Investment advisory and management fees | 2018-12-31 | $382,098 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $47,225,591 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $51,087,313 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,281,899 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,413,558 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,697,630 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,412,170 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,412,170 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $30,803 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,663,761 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $868,341 |
| 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 | $11,638,068 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,229,119 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,433,721 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,986,887 |
| Contract administrator fees | 2018-12-31 | $112,642 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2018-12-31 | $2,002,948 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,001,457 |
| 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 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2018-12-31 | 611436956 |
| 2017 : IBEW LOCAL UNION 380 PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $462,314 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $462,314 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $231,361 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $724,180 |
| Total income from all sources (including contributions) | 2017-12-31 | $20,505,879 |
| Total loss/gain on sale of assets | 2017-12-31 | $1,696 |
| Total of all expenses incurred | 2017-12-31 | $11,593,080 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,917,358 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $12,608,410 |
| Value of total assets at end of year | 2017-12-31 | $74,029,242 |
| Value of total assets at beginning of year | 2017-12-31 | $65,609,262 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $675,722 |
| Total interest from all sources | 2017-12-31 | $11,648 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,245,657 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,245,657 |
| Administrative expenses professional fees incurred | 2017-12-31 | $194,188 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $17,850 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $67,857 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $127,372 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $591,607 |
| Other income not declared elsewhere | 2017-12-31 | $2,367 |
| Administrative expenses (other) incurred | 2017-12-31 | $55,688 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $103,989 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $132,573 |
| Total non interest bearing cash at end of year | 2017-12-31 | $3,003,391 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $3,010,755 |
| 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 | $8,912,799 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $73,797,881 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $64,885,082 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $5,661,239 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $5,265,273 |
| Investment advisory and management fees | 2017-12-31 | $376,705 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $51,087,313 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $44,196,220 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,413,558 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $10,878,622 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,412,170 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $797,287 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $797,287 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $11,648 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,638,850 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $534,937 |
| 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 | $12,608,410 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,433,721 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,393,248 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,917,358 |
| Contract administrator fees | 2017-12-31 | $49,141 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $1,489,609 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,487,913 |
| 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 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2017-12-31 | 611436956 |
| 2016 : IBEW LOCAL UNION 380 PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $606,446 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $606,446 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $724,180 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $266,741 |
| Total income from all sources (including contributions) | 2016-12-31 | $17,025,719 |
| Total loss/gain on sale of assets | 2016-12-31 | $128,942 |
| Total of all expenses incurred | 2016-12-31 | $11,330,327 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,739,560 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,809,693 |
| Value of total assets at end of year | 2016-12-31 | $65,609,262 |
| Value of total assets at beginning of year | 2016-12-31 | $59,456,431 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $590,767 |
| Total interest from all sources | 2016-12-31 | $2,186 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,062,489 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,062,489 |
| Administrative expenses professional fees incurred | 2016-12-31 | $157,756 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $67,857 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $109,165 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $591,607 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $89,112 |
| Other income not declared elsewhere | 2016-12-31 | $43 |
| Administrative expenses (other) incurred | 2016-12-31 | $38,677 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $132,573 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $177,629 |
| Total non interest bearing cash at end of year | 2016-12-31 | $3,010,755 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,151,836 |
| 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 | $5,695,392 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $64,885,082 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $59,189,690 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $5,265,273 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $5,114,243 |
| Investment advisory and management fees | 2016-12-31 | $356,261 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $44,196,220 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $41,165,880 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $10,878,622 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $10,305,516 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $797,287 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $307,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $307,037 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,186 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,842,815 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $573,105 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 | $12,809,693 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,393,248 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,302,754 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,739,560 |
| Contract administrator fees | 2016-12-31 | $38,073 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $2,387,703 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,258,761 |
| 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 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2016-12-31 | 611436956 |
| 2015 : IBEW LOCAL UNION 380 PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $97,268 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $97,268 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $266,741 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $194,056 |
| Total income from all sources (including contributions) | 2015-12-31 | $10,859,855 |
| Total loss/gain on sale of assets | 2015-12-31 | $316 |
| Total of all expenses incurred | 2015-12-31 | $11,372,112 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,669,620 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $9,679,831 |
| Value of total assets at end of year | 2015-12-31 | $59,456,431 |
| Value of total assets at beginning of year | 2015-12-31 | $59,896,003 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $702,492 |
| Total interest from all sources | 2015-12-31 | $1,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,014,567 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,014,567 |
| Administrative expenses professional fees incurred | 2015-12-31 | $237,419 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $109,165 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $200,410 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $89,112 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $49,321 |
| Other income not declared elsewhere | 2015-12-31 | $2,973 |
| Administrative expenses (other) incurred | 2015-12-31 | $35,376 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $177,629 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $144,735 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,151,836 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $832,905 |
| 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 | $-512,257 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $59,189,690 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $59,701,947 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $5,114,243 |
| Investment advisory and management fees | 2015-12-31 | $286,792 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $41,165,880 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $43,646,391 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $10,305,516 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $13,652,920 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $307,037 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $305,713 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $305,713 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,323 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,589,020 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $1,652,597 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| 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 | $9,679,831 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,302,754 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $1,257,664 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,669,620 |
| Contract administrator fees | 2015-12-31 | $142,905 |
| 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 | Yes |
| 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 |
| Aggregate proceeds on sale of assets | 2015-12-31 | $11,889,427 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $11,889,111 |
| 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 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2015-12-31 | 611436956 |
| 2014 : IBEW LOCAL UNION 380 PENSION PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $194,056 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $223,534 |
| Total income from all sources (including contributions) | 2014-12-31 | $14,008,871 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $11,032,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,414,540 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,066,597 |
| Value of total assets at end of year | 2014-12-31 | $59,896,003 |
| Value of total assets at beginning of year | 2014-12-31 | $56,949,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $618,329 |
| Total interest from all sources | 2014-12-31 | $6 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,007,522 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,007,522 |
| Administrative expenses professional fees incurred | 2014-12-31 | $151,421 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $2,478 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,716,837 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $200,410 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $49,321 |
| Other income not declared elsewhere | 2014-12-31 | $2,529 |
| Administrative expenses (other) incurred | 2014-12-31 | $19,629 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $144,735 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $223,534 |
| Total non interest bearing cash at end of year | 2014-12-31 | $832,905 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $972,874 |
| 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 | $2,976,002 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $59,701,947 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $56,725,945 |
| 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 |
| Investment advisory and management fees | 2014-12-31 | $282,123 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $43,646,391 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $40,690,961 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $13,652,920 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $12,027,985 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $305,713 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $302,707 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $302,707 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $6 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,307,281 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,624,936 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 | $10,064,119 |
| Employer contributions (assets) at end of year | 2014-12-31 | $1,257,664 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,238,115 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $10,414,540 |
| Contract administrator fees | 2014-12-31 | $165,156 |
| 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 |
| Aggregate proceeds on sale of assets | 2014-12-31 | $1,224,999 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,224,999 |
| 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 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2014-12-31 | 611436956 |
| 2013 : IBEW LOCAL UNION 380 PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $-97,022 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-97,022 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $223,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $221,651 |
| Total income from all sources (including contributions) | 2013-12-31 | $16,034,738 |
| Total loss/gain on sale of assets | 2013-12-31 | $1,895,087 |
| Total of all expenses incurred | 2013-12-31 | $10,626,502 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,035,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,541,192 |
| Value of total assets at end of year | 2013-12-31 | $56,949,479 |
| Value of total assets at beginning of year | 2013-12-31 | $51,539,360 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $590,940 |
| Total interest from all sources | 2013-12-31 | $1,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,059,338 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,059,338 |
| Administrative expenses professional fees incurred | 2013-12-31 | $77,602 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $4,866 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,716,837 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,758,505 |
| Other income not declared elsewhere | 2013-12-31 | $882 |
| Administrative expenses (other) incurred | 2013-12-31 | $94,172 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $223,534 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $221,651 |
| Total non interest bearing cash at end of year | 2013-12-31 | $972,874 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $826,030 |
| 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 | $5,408,236 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $56,725,945 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,317,709 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $271,084 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $40,690,961 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $37,058,512 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $12,027,985 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $10,577,311 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $302,707 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $301,452 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $301,452 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,208 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,183,379 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,450,674 |
| 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 | $8,536,326 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,238,115 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $1,017,550 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,035,562 |
| Contract administrator fees | 2013-12-31 | $148,082 |
| 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 | 2013-12-31 | No |
| 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 |
| Aggregate proceeds on sale of assets | 2013-12-31 | $9,303,669 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $7,408,582 |
| 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 | LAWRENCE F. TORNETTA, LTD |
| Accountancy firm EIN | 2013-12-31 | 232385729 |
| 2012 : IBEW LOCAL UNION 380 PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $1,068 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,068 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $221,651 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $167,219 |
| Total income from all sources (including contributions) | 2012-12-31 | $15,067,381 |
| Total loss/gain on sale of assets | 2012-12-31 | $586,114 |
| Total of all expenses incurred | 2012-12-31 | $10,527,493 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,987,622 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,066,401 |
| Value of total assets at end of year | 2012-12-31 | $51,539,360 |
| Value of total assets at beginning of year | 2012-12-31 | $46,945,040 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $539,871 |
| Total interest from all sources | 2012-12-31 | $1,245 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,119,312 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,119,312 |
| Administrative expenses professional fees incurred | 2012-12-31 | $64,306 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $3,984 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,758,505 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,686,448 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2 |
| Other income not declared elsewhere | 2012-12-31 | $3,198 |
| Administrative expenses (other) incurred | 2012-12-31 | $96,131 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $221,651 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $167,219 |
| Total non interest bearing cash at end of year | 2012-12-31 | $826,030 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $908,880 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $4,539,888 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $51,317,709 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $46,777,821 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $238,577 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $37,058,512 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $33,834,345 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $10,577,311 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $9,127,014 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $301,452 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $375,136 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $375,136 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,245 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,208,115 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,081,928 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| 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 | $9,062,417 |
| Employer contributions (assets) at end of year | 2012-12-31 | $1,017,550 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,013,215 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,987,622 |
| Contract administrator fees | 2012-12-31 | $140,857 |
| 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 | 2012-12-31 | No |
| 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 |
| Aggregate proceeds on sale of assets | 2012-12-31 | $10,005,064 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $9,418,950 |
| 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 | LAWRENCE F. TORNETTA, LTD. |
| Accountancy firm EIN | 2012-12-31 | 232385729 |
| 2011 : IBEW LOCAL UNION 380 PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $51,177 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $51,177 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $167,219 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $120,313 |
| Total income from all sources (including contributions) | 2011-12-31 | $9,694,775 |
| Total loss/gain on sale of assets | 2011-12-31 | $843,082 |
| Total of all expenses incurred | 2011-12-31 | $10,650,966 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $9,900,052 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,149,801 |
| Value of total assets at end of year | 2011-12-31 | $46,945,040 |
| Value of total assets at beginning of year | 2011-12-31 | $47,854,325 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $750,914 |
| Total interest from all sources | 2011-12-31 | $2,145 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,075,157 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,075,157 |
| Administrative expenses professional fees incurred | 2011-12-31 | $60,292 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $20,801 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,686,448 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,563,513 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2 |
| Other income not declared elsewhere | 2011-12-31 | $29,940 |
| Administrative expenses (other) incurred | 2011-12-31 | $96,002 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $167,219 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $120,313 |
| Total non interest bearing cash at end of year | 2011-12-31 | $908,880 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $901,483 |
| 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 | $-956,191 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $46,777,821 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $47,734,012 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $195,719 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $33,834,345 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $33,241,333 |
| Interest earned on other investments | 2011-12-31 | $68 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $9,127,014 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $10,730,072 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $375,136 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $618,234 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $618,234 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2,077 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,585,231 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,128,704 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| 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 | $8,129,000 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,013,215 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $799,690 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $9,900,052 |
| Contract administrator fees | 2011-12-31 | $398,901 |
| 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 | 2011-12-31 | No |
| 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 |
| Aggregate proceeds on sale of assets | 2011-12-31 | $13,211,550 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $12,368,468 |
| 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 | LAWRENCE F. TORNETTA, LTD |
| Accountancy firm EIN | 2011-12-31 | 232385729 |
| 2010 : IBEW LOCAL UNION 380 PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $24,728 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $24,728 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $120,313 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $120,786 |
| Total income from all sources (including contributions) | 2010-12-31 | $12,026,890 |
| Total loss/gain on sale of assets | 2010-12-31 | $447,821 |
| Total of all expenses incurred | 2010-12-31 | $10,260,759 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,586,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,634,830 |
| Value of total assets at end of year | 2010-12-31 | $47,854,325 |
| Value of total assets at beginning of year | 2010-12-31 | $46,088,667 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $674,357 |
| Total interest from all sources | 2010-12-31 | $2,529 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $859,327 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $859,327 |
| Administrative expenses professional fees incurred | 2010-12-31 | $65,022 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $18,860 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,563,513 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $3,081,476 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $64,264 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $5,469 |
| Other income not declared elsewhere | 2010-12-31 | $67,152 |
| Administrative expenses (other) incurred | 2010-12-31 | $97,803 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $120,313 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $115,317 |
| Total non interest bearing cash at end of year | 2010-12-31 | $901,483 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $782,146 |
| 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 | $1,766,131 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $47,734,012 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $45,967,881 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $175,904 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $33,241,333 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $31,170,458 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $10,730,072 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $9,871,285 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $618,234 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $305,004 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $305,004 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,529 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,131,717 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $858,786 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| 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 | $6,615,970 |
| Employer contributions (assets) at end of year | 2010-12-31 | $799,690 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $814,034 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,586,402 |
| Contract administrator fees | 2010-12-31 | $335,628 |
| 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 | 2010-12-31 | No |
| 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 |
| Aggregate proceeds on sale of assets | 2010-12-31 | $447,821 |
| 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 | LAWRENCE F. TORNETTA, LTD |
| Accountancy firm EIN | 2010-12-31 | 232385729 |
