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INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 401k Plan overview

Plan NameINTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN
Plan identification number 023

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUST
Employer identification number (EIN):271722149
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0232022-01-01
0232021-01-01
0232020-01-01
0232020-01-01
0232019-01-01
0232018-01-01ANTHONY LAFRANCA2019-10-15
0232017-01-01
0232016-01-01
0232016-01-01
0232015-01-01
0232014-01-01ANTHONY LAFRANCA
0232014-01-01
0232013-01-01ANTHONY LAFRANCA
0232012-01-01DENIS CARDONE

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

Measure Date Value
2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,044
Total number of active participants reported on line 7a of the Form 55002022-01-01376
Number of retired or separated participants receiving benefits2022-01-01893
Number of other retired or separated participants entitled to future benefits2022-01-011,379
Total of all active and inactive participants2022-01-012,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01211
Total participants2022-01-012,859
Number of participants with account balances2022-01-012,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0113
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,334
Total number of active participants reported on line 7a of the Form 55002021-01-01389
Number of retired or separated participants receiving benefits2021-01-011,100
Number of other retired or separated participants entitled to future benefits2021-01-011,571
Total of all active and inactive participants2021-01-013,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01256
Total participants2021-01-013,316
Number of participants with account balances2021-01-013,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0113
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,284
Total number of active participants reported on line 7a of the Form 55002020-01-01447
Number of retired or separated participants receiving benefits2020-01-011,044
Number of other retired or separated participants entitled to future benefits2020-01-011,608
Total of all active and inactive participants2020-01-013,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01235
Total participants2020-01-013,334
Number of participants with account balances2020-01-013,044
Number of employers contributing to the scheme2020-01-0113
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,373
Total number of active participants reported on line 7a of the Form 55002019-01-01408
Number of retired or separated participants receiving benefits2019-01-01981
Number of other retired or separated participants entitled to future benefits2019-01-011,686
Total of all active and inactive participants2019-01-013,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01209
Total participants2019-01-013,284
Number of participants with account balances2019-01-013,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0114
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,151
Total number of active participants reported on line 7a of the Form 55002018-01-01405
Number of retired or separated participants receiving benefits2018-01-01972
Number of other retired or separated participants entitled to future benefits2018-01-011,809
Total of all active and inactive participants2018-01-013,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01187
Total participants2018-01-013,373
Number of participants with account balances2018-01-013,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0114
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,171
Total number of active participants reported on line 7a of the Form 55002017-01-01563
Number of retired or separated participants receiving benefits2017-01-011,713
Number of other retired or separated participants entitled to future benefits2017-01-01701
Total of all active and inactive participants2017-01-012,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01174
Total participants2017-01-013,151
Number of participants with account balances2017-01-013,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0111
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,272
Total number of active participants reported on line 7a of the Form 55002016-01-01568
Number of retired or separated participants receiving benefits2016-01-011,624
Number of other retired or separated participants entitled to future benefits2016-01-01796
Total of all active and inactive participants2016-01-012,988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01183
Total participants2016-01-013,171
Number of participants with account balances2016-01-013,171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0111
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,439
Total number of active participants reported on line 7a of the Form 55002015-01-01582
Number of retired or separated participants receiving benefits2015-01-011,515
Number of other retired or separated participants entitled to future benefits2015-01-011,011
Total of all active and inactive participants2015-01-013,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01164
Total participants2015-01-013,272
Number of participants with account balances2015-01-013,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0115
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,380
Total number of active participants reported on line 7a of the Form 55002014-01-01513
Number of retired or separated participants receiving benefits2014-01-01810
Number of other retired or separated participants entitled to future benefits2014-01-011,995
Total of all active and inactive participants2014-01-013,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01121
Total participants2014-01-013,439
Number of participants with account balances2014-01-013,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0113
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,456
Total number of active participants reported on line 7a of the Form 55002013-01-01483
Number of retired or separated participants receiving benefits2013-01-01903
Number of other retired or separated participants entitled to future benefits2013-01-011,893
Total of all active and inactive participants2013-01-013,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01101
Total participants2013-01-013,380
Number of participants with account balances2013-01-013,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,406
Total number of active participants reported on line 7a of the Form 55002012-01-01415
Number of retired or separated participants receiving benefits2012-01-01896
Number of other retired or separated participants entitled to future benefits2012-01-012,050
Total of all active and inactive participants2012-01-013,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0195
Total participants2012-01-013,456
Number of participants with account balances2012-01-013,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

Measure Date Value
2022 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$395,754
Total unrealized appreciation/depreciation of assets2022-12-31$395,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$780,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$523,110
Total income from all sources (including contributions)2022-12-31$-24,720,792
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$165,024,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$159,299,730
Value of total corrective distributions2022-12-31$3,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$74,026,950
Value of total assets at end of year2022-12-31$675,581,458
Value of total assets at beginning of year2022-12-31$865,069,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,721,858
Total interest from all sources2022-12-31$16,273
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$18,435,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$18,435,661
Administrative expenses professional fees incurred2022-12-31$5,721,858
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,117,319
Participant contributions at end of year2022-12-31$2,971,150
Participant contributions at beginning of year2022-12-31$2,833,991
Participant contributions at end of year2022-12-31$36,994
Participant contributions at beginning of year2022-12-31$32,340
Assets. Other investments not covered elsewhere at end of year2022-12-31$689,404
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$69,701,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8,503
Liabilities. Value of operating payables at end of year2022-12-31$778,418
Liabilities. Value of operating payables at beginning of year2022-12-31$514,607
Total non interest bearing cash at end of year2022-12-31$424,195
Total non interest bearing cash at beginning of year2022-12-31$404,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-189,745,717
Value of net assets at end of year (total assets less liabilities)2022-12-31$674,800,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$864,546,315
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$455,994,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$584,843,344
Income. Interest from loans (other than to participants)2022-12-31$16,273
Value of interest in common/collective trusts at end of year2022-12-31$173,311,838
Value of interest in common/collective trusts at beginning of year2022-12-31$237,357,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,664,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,833,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,833,705
Asset value of US Government securities at end of year2022-12-31$15,882,258
Asset value of US Government securities at beginning of year2022-12-31$17,097,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-118,310,221
Net investment gain or loss from common/collective trusts2022-12-31$714,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,208,249
Employer contributions (assets) at end of year2022-12-31$62,329
Employer contributions (assets) at beginning of year2022-12-31$77,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$159,299,730
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$12,543,873
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$13,679,459
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$910,042
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-26,373
Total unrealized appreciation/depreciation of assets2021-12-31$-26,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$523,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$458,383
Total income from all sources (including contributions)2021-12-31$197,522,950
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$79,588,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$73,009,220
Value of total corrective distributions2021-12-31$8,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$111,474,701
Value of total assets at end of year2021-12-31$865,069,425
Value of total assets at beginning of year2021-12-31$747,070,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,570,758
Total interest from all sources2021-12-31$112,802
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,892
Administrative expenses professional fees incurred2021-12-31$392,182
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,699,167
Participant contributions at end of year2021-12-31$2,833,991
Participant contributions at beginning of year2021-12-31$3,213,507
Participant contributions at end of year2021-12-31$32,340
Participant contributions at beginning of year2021-12-31$51,770
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$108,374,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,445
Administrative expenses (other) incurred2021-12-31$199,341
Liabilities. Value of operating payables at end of year2021-12-31$514,607
Liabilities. Value of operating payables at beginning of year2021-12-31$450,938
Total non interest bearing cash at end of year2021-12-31$404,015
Total non interest bearing cash at beginning of year2021-12-31$252,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$117,934,469
Value of net assets at end of year (total assets less liabilities)2021-12-31$864,546,315
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$746,611,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$255,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$584,843,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$468,501,864
Interest on participant loans2021-12-31$112,786
Value of interest in common/collective trusts at end of year2021-12-31$237,357,721
Value of interest in common/collective trusts at beginning of year2021-12-31$229,627,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,833,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$14,700,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$14,700,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Asset value of US Government securities at end of year2021-12-31$17,097,234
Asset value of US Government securities at beginning of year2021-12-31$18,185,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$85,279,389
Net investment gain or loss from common/collective trusts2021-12-31$662,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,401,451
Employer contributions (assets) at end of year2021-12-31$77,574
Employer contributions (assets) at beginning of year2021-12-31$87,991
Income. Dividends from common stock2021-12-31$13,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$73,009,220
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$13,679,459
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$11,730,345
Contract administrator fees2021-12-31$5,723,708
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$910,042
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$719,028
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$106,193
Total unrealized appreciation/depreciation of assets2020-12-31$106,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$458,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$875,994
Total income from all sources (including contributions)2020-12-31$153,649,185
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$61,300,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$55,826,793
Value of total corrective distributions2020-12-31$7,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$91,826,646
Value of total assets at end of year2020-12-31$747,070,229
Value of total assets at beginning of year2020-12-31$655,139,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,466,222
Total interest from all sources2020-12-31$133,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$16,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,888
Administrative expenses professional fees incurred2020-12-31$363,442
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,783,069
Participant contributions at end of year2020-12-31$3,213,507
Participant contributions at beginning of year2020-12-31$3,655,332
Participant contributions at end of year2020-12-31$51,770
Participant contributions at beginning of year2020-12-31$32,728
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$88,608,233
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$33,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,237
Administrative expenses (other) incurred2020-12-31$129,864
Liabilities. Value of operating payables at end of year2020-12-31$450,938
Liabilities. Value of operating payables at beginning of year2020-12-31$867,757
Total non interest bearing cash at end of year2020-12-31$252,770
Total non interest bearing cash at beginning of year2020-12-31$342,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$92,348,725
Value of net assets at end of year (total assets less liabilities)2020-12-31$746,611,846
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$654,263,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$274,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$468,501,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$407,603,380
Interest on participant loans2020-12-31$133,234
Value of interest in common/collective trusts at end of year2020-12-31$229,627,619
Value of interest in common/collective trusts at beginning of year2020-12-31$212,948,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$14,700,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,754,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,754,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$23
Asset value of US Government securities at end of year2020-12-31$18,185,057
Asset value of US Government securities at beginning of year2020-12-31$10,788,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$52,187,762
Net investment gain or loss from common/collective trusts2020-12-31$9,378,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,435,344
Employer contributions (assets) at end of year2020-12-31$87,991
Employer contributions (assets) at beginning of year2020-12-31$72,927
Income. Dividends from common stock2020-12-31$8,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$55,793,631
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$11,730,345
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,374,011
Contract administrator fees2020-12-31$4,698,279
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$719,028
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$566,294
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$62,778
Total unrealized appreciation/depreciation of assets2019-12-31$62,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$875,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,082
Total income from all sources (including contributions)2019-12-31$135,032,915
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$72,182,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$66,628,073
Value of total corrective distributions2019-12-31$8,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,895,072
Value of total assets at end of year2019-12-31$655,139,115
Value of total assets at beginning of year2019-12-31$591,433,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,545,804
Total interest from all sources2019-12-31$151,060
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,973
Administrative expenses professional fees incurred2019-12-31$411,975
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,739,051
Participant contributions at end of year2019-12-31$3,655,332
Participant contributions at beginning of year2019-12-31$4,074,590
Participant contributions at end of year2019-12-31$32,728
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,690,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$21,082
Administrative expenses (other) incurred2019-12-31$114,531
Liabilities. Value of operating payables at end of year2019-12-31$867,757
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$342,893
Total non interest bearing cash at beginning of year2019-12-31$116,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$62,850,801
Value of net assets at end of year (total assets less liabilities)2019-12-31$654,263,121
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$591,412,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$241,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$407,603,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$337,114,602
Interest on participant loans2019-12-31$150,937
Value of interest in common/collective trusts at end of year2019-12-31$212,948,789
Value of interest in common/collective trusts at beginning of year2019-12-31$220,228,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,754,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,260,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,260,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$123
Asset value of US Government securities at end of year2019-12-31$10,788,609
Asset value of US Government securities at beginning of year2019-12-31$10,507,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$82,288,522
Net investment gain or loss from common/collective trusts2019-12-31$11,610,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,465,726
Employer contributions (assets) at end of year2019-12-31$72,927
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$13,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$66,628,073
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,374,011
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,131,229
Contract administrator fees2019-12-31$4,777,379
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$566,294
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$21,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$33,747,184
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$71,276,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$65,644,514
Expenses. Certain deemed distributions of participant loans2018-12-31$331,544
Value of total corrective distributions2018-12-31$3,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$50,453,040
Value of total assets at end of year2018-12-31$591,433,402
Value of total assets at beginning of year2018-12-31$628,941,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,296,738
Total interest from all sources2018-12-31$1,022,696
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$447,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$447,173
Administrative expenses professional fees incurred2018-12-31$129,357
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,918,884
Participant contributions at end of year2018-12-31$4,074,590
Participant contributions at beginning of year2018-12-31$4,381,891
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$914,931
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,458,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$21,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$11,354
Total non interest bearing cash at end of year2018-12-31$116,573
Total non interest bearing cash at beginning of year2018-12-31$131,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-37,529,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$591,412,320
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$628,941,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$250,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$337,114,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$379,408,364
Interest on participant loans2018-12-31$25,100
Interest earned on other investments2018-12-31$915,538
Income. Interest from US Government securities2018-12-31$40,306
Income. Interest from corporate debt instruments2018-12-31$16,930
Value of interest in common/collective trusts at end of year2018-12-31$220,228,452
Value of interest in common/collective trusts at beginning of year2018-12-31$224,183,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,260,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$24,822
Asset value of US Government securities at end of year2018-12-31$10,507,587
Asset value of US Government securities at beginning of year2018-12-31$10,923,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,499,736
Net investment gain or loss from common/collective trusts2018-12-31$2,324,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,075,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$65,644,514
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,131,229
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$8,998,105
Contract administrator fees2018-12-31$4,905,871
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$342,975
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$342,975
Total income from all sources (including contributions)2017-12-31$125,859,525
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$67,373,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$61,833,512
Expenses. Certain deemed distributions of participant loans2017-12-31$373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$65,658,617
Value of total assets at end of year2017-12-31$628,941,377
Value of total assets at beginning of year2017-12-31$570,455,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,196,706
Total interest from all sources2017-12-31$1,600,776
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,624,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,624,964
Administrative expenses professional fees incurred2017-12-31$130,519
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,772,222
Participant contributions at end of year2017-12-31$4,381,891
Participant contributions at beginning of year2017-12-31$4,161,816
Assets. Other investments not covered elsewhere at end of year2017-12-31$914,931
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,199,725
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$61,880,355
Administrative expenses (other) incurred2017-12-31$644,269
Total non interest bearing cash at end of year2017-12-31$131,567
Total non interest bearing cash at beginning of year2017-12-31$345,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$58,485,959
Value of net assets at end of year (total assets less liabilities)2017-12-31$628,941,377
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$570,455,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$237,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$379,408,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$310,850,625
Interest on participant loans2017-12-31$144,030
Interest earned on other investments2017-12-31$980,630
Income. Interest from US Government securities2017-12-31$291,948
Income. Interest from corporate debt instruments2017-12-31$184,168
Value of interest in common/collective trusts at end of year2017-12-31$224,183,058
Value of interest in common/collective trusts at beginning of year2017-12-31$234,479,042
Asset value of US Government securities at end of year2017-12-31$10,923,461
Asset value of US Government securities at beginning of year2017-12-31$10,164,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$50,020,832
Net investment gain or loss from common/collective trusts2017-12-31$2,954,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,006,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$61,833,512
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$8,998,105
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$9,253,840
Contract administrator fees2017-12-31$4,184,037
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$74,272,021
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$56,663,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,585,941
Expenses. Certain deemed distributions of participant loans2016-12-31$267,840
Value of total corrective distributions2016-12-31$1,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,723,100
Value of total assets at end of year2016-12-31$570,455,418
Value of total assets at beginning of year2016-12-31$552,847,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,808,046
Total interest from all sources2016-12-31$6,028,556
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,338,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,338,773
Administrative expenses professional fees incurred2016-12-31$115,190
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,662,790
Participant contributions at end of year2016-12-31$4,161,816
Participant contributions at beginning of year2016-12-31$4,476,119
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,199,725
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,040,047
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,136,429
Other income not declared elsewhere2016-12-31$-4,349,913
Administrative expenses (other) incurred2016-12-31$373,758
Total non interest bearing cash at end of year2016-12-31$345,420
Total non interest bearing cash at beginning of year2016-12-31$2,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,608,359
Value of net assets at end of year (total assets less liabilities)2016-12-31$570,455,418
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$552,847,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$235,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$310,850,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$298,166,917
Interest on participant loans2016-12-31$138,843
Interest earned on other investments2016-12-31$5,446,207
Income. Interest from US Government securities2016-12-31$249,205
Income. Interest from corporate debt instruments2016-12-31$194,301
Value of interest in common/collective trusts at end of year2016-12-31$234,479,042
Value of interest in common/collective trusts at beginning of year2016-12-31$230,323,467
Asset value of US Government securities at end of year2016-12-31$10,164,950
Asset value of US Government securities at beginning of year2016-12-31$9,511,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,612,061
Net investment gain or loss from common/collective trusts2016-12-31$2,919,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,923,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$51,585,941
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$9,253,840
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$9,326,176
Contract administrator fees2016-12-31$4,083,994
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$84,395,776
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$71,640,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$66,168,506
Expenses. Certain deemed distributions of participant loans2015-12-31$410,614
Value of total corrective distributions2015-12-31$3,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$85,704,302
Value of total assets at end of year2015-12-31$552,847,059
Value of total assets at beginning of year2015-12-31$540,091,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,057,161
Total interest from all sources2015-12-31$5,981,247
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,773,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,773,906
Administrative expenses professional fees incurred2015-12-31$130,796
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,724,537
Participant contributions at end of year2015-12-31$4,476,119
Participant contributions at beginning of year2015-12-31$4,172,297
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,040,047
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,257,374
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$81,891,939
Other income not declared elsewhere2015-12-31$-6,136,351
Administrative expenses (other) incurred2015-12-31$559,659
Total non interest bearing cash at end of year2015-12-31$2,764
Total non interest bearing cash at beginning of year2015-12-31$435,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,755,738
Value of net assets at end of year (total assets less liabilities)2015-12-31$552,847,059
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$540,091,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$237,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$298,166,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$283,790,421
Interest on participant loans2015-12-31$132,880
Interest earned on other investments2015-12-31$5,352,366
Income. Interest from US Government securities2015-12-31$257,276
Income. Interest from corporate debt instruments2015-12-31$238,725
Value of interest in common/collective trusts at end of year2015-12-31$230,323,467
Value of interest in common/collective trusts at beginning of year2015-12-31$226,282,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,360,208
Asset value of US Government securities at end of year2015-12-31$9,511,569
Asset value of US Government securities at beginning of year2015-12-31$9,824,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,467,359
Net investment gain or loss from common/collective trusts2015-12-31$2,540,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,087,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$66,168,506
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$9,326,176
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$7,968,734
Contract administrator fees2015-12-31$4,129,060
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$74,843,733
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$58,238,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$53,165,822
Expenses. Certain deemed distributions of participant loans2014-12-31$371,725
Value of total corrective distributions2014-12-31$26,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$42,022,066
Value of total assets at end of year2014-12-31$540,091,321
Value of total assets at beginning of year2014-12-31$523,485,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,674,030
Total interest from all sources2014-12-31$5,548,869
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,400,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,400,037
Administrative expenses professional fees incurred2014-12-31$134,120
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,744,150
Participant contributions at end of year2014-12-31$4,172,297
Participant contributions at beginning of year2014-12-31$4,174,102
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,257,374
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,205,694
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,190,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-5,096,826
Administrative expenses (other) incurred2014-12-31$285,194
Total non interest bearing cash at end of year2014-12-31$435,293
Total non interest bearing cash at beginning of year2014-12-31$739,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$16,605,380
Value of net assets at end of year (total assets less liabilities)2014-12-31$540,091,321
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$523,485,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$236,603
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$283,790,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$275,117,400
Interest on participant loans2014-12-31$134,422
Interest earned on other investments2014-12-31$5,085,055
Income. Interest from US Government securities2014-12-31$130,258
Income. Interest from corporate debt instruments2014-12-31$199,134
Value of interest in common/collective trusts at end of year2014-12-31$226,282,914
Value of interest in common/collective trusts at beginning of year2014-12-31$221,670,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,360,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,683,875
Asset value of US Government securities at end of year2014-12-31$9,824,080
Asset value of US Government securities at beginning of year2014-12-31$1,111,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,458,436
Net investment gain or loss from common/collective trusts2014-12-31$7,511,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,087,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$53,165,822
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$7,968,734
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,782,998
Contract administrator fees2014-12-31$4,018,113
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$80,456,598
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$54,962,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$50,002,607
Expenses. Certain deemed distributions of participant loans2013-12-31$388,159
Value of total corrective distributions2013-12-31$4,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,344,421
Value of total assets at end of year2013-12-31$523,485,941
Value of total assets at beginning of year2013-12-31$497,992,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,567,411
Total interest from all sources2013-12-31$6,345,349
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,048,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,048,376
Administrative expenses professional fees incurred2013-12-31$125,319
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,799,877
Participant contributions at end of year2013-12-31$4,174,102
Participant contributions at beginning of year2013-12-31$4,670,385
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,205,694
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,365,237
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,181,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-6,612,204
Administrative expenses (other) incurred2013-12-31$8,427
Total non interest bearing cash at end of year2013-12-31$739,385
Total non interest bearing cash at beginning of year2013-12-31$166,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,493,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$523,485,941
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$497,992,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$945,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$275,117,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$229,764,178
Interest on participant loans2013-12-31$137,729
Interest earned on other investments2013-12-31$6,088,089
Income. Interest from US Government securities2013-12-31$81,442
Income. Interest from corporate debt instruments2013-12-31$38,089
Value of interest in common/collective trusts at end of year2013-12-31$221,670,598
Value of interest in common/collective trusts at beginning of year2013-12-31$224,285,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,683,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,356,933
Asset value of US Government securities at end of year2013-12-31$1,111,889
Asset value of US Government securities at beginning of year2013-12-31$2,475,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,198,217
Net investment gain or loss from common/collective trusts2013-12-31$-1,867,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,362,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$50,002,607
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,782,998
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$6,907,838
Contract administrator fees2013-12-31$3,488,291
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$48,220
Total income from all sources (including contributions)2012-12-31$88,171,376
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$60,848,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,068,513
Expenses. Certain deemed distributions of participant loans2012-12-31$538,707
Value of total corrective distributions2012-12-31$4,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$50,475,903
Value of total assets at end of year2012-12-31$497,992,097
Value of total assets at beginning of year2012-12-31$470,717,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,236,786
Total interest from all sources2012-12-31$8,210,690
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,588,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,588,493
Administrative expenses professional fees incurred2012-12-31$67,429
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,643,224
Participant contributions at end of year2012-12-31$4,670,385
Participant contributions at beginning of year2012-12-31$4,493,716
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,365,237
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,879,133
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$47,846,099
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$48,220
Other income not declared elsewhere2012-12-31$-7,204,244
Administrative expenses (other) incurred2012-12-31$570,217
Total non interest bearing cash at end of year2012-12-31$166,714
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$27,322,568
Value of net assets at end of year (total assets less liabilities)2012-12-31$497,992,097
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$470,669,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$252,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$229,764,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$209,584,719
Interest on participant loans2012-12-31$132,898
Interest earned on other investments2012-12-31$7,460,014
Income. Interest from US Government securities2012-12-31$345,484
Income. Interest from corporate debt instruments2012-12-31$272,294
Value of interest in common/collective trusts at end of year2012-12-31$224,285,677
Value of interest in common/collective trusts at beginning of year2012-12-31$207,069,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,356,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,183,105
Asset value of US Government securities at end of year2012-12-31$2,475,135
Asset value of US Government securities at beginning of year2012-12-31$20,243,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,860,577
Net investment gain or loss from common/collective trusts2012-12-31$8,239,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$986,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,068,513
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$6,907,838
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$9,263,516
Contract administrator fees2012-12-31$3,346,510
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN

2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNIONS SAVINGS & SECURITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

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