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IBEW LOCAL #972 PENSION PLAN AND TRUST 401k Plan overview

Plan NameIBEW LOCAL #972 PENSION PLAN AND TRUST
Plan identification number 001

IBEW LOCAL #972 PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUND
Employer identification number (EIN):310964117
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL #972 PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH RING KIM WOOD2018-09-11
0012016-01-01JOHN GALLOWAY KIM WOOD2017-09-25
0012015-01-01JOHN GALLOWAY KIM WOOD2016-08-01
0012014-01-01JOHN GALLOWAY KIM WOOD2015-09-25
0012013-01-01JOHN GALLOWAY KIM WOOD2014-10-09
0012012-01-01JOHN GALLOWAY KIM WOOD2013-10-01
0012011-01-01JOHN GALLOWAY KIM WOOD2012-10-02
0012010-01-01SONYA R. PATRICK
0012009-01-01SONYA R. PATRICK STEVE CRUM2010-10-12

Plan Statistics for IBEW LOCAL #972 PENSION PLAN AND TRUST

401k plan membership statisitcs for IBEW LOCAL #972 PENSION PLAN AND TRUST

Measure Date Value
2022: IBEW LOCAL #972 PENSION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01660
Total number of active participants reported on line 7a of the Form 55002022-01-01596
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01654
Number of participants with account balances2022-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: IBEW LOCAL #972 PENSION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01722
Total number of active participants reported on line 7a of the Form 55002021-01-01592
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01660
Number of participants with account balances2021-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IBEW LOCAL #972 PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01724
Total number of active participants reported on line 7a of the Form 55002020-01-01677
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-01722
Number of participants with account balances2020-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IBEW LOCAL #972 PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01707
Total number of active participants reported on line 7a of the Form 55002019-01-01675
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01724
Number of participants with account balances2019-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: IBEW LOCAL #972 PENSION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01701
Total number of active participants reported on line 7a of the Form 55002018-01-01663
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01707
Number of participants with account balances2018-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IBEW LOCAL #972 PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01455
Total number of active participants reported on line 7a of the Form 55002017-01-01661
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01701
Number of participants with account balances2017-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: IBEW LOCAL #972 PENSION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01464
Total number of active participants reported on line 7a of the Form 55002016-01-01412
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01455
Number of participants with account balances2016-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IBEW LOCAL #972 PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01427
Total number of active participants reported on line 7a of the Form 55002015-01-01424
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01464
Number of participants with account balances2015-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: IBEW LOCAL #972 PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01422
Total number of active participants reported on line 7a of the Form 55002014-01-01398
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01427
Number of participants with account balances2014-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IBEW LOCAL #972 PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01700
Total number of active participants reported on line 7a of the Form 55002013-01-01393
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01422
Number of participants with account balances2013-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: IBEW LOCAL #972 PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01691
Total number of active participants reported on line 7a of the Form 55002012-01-01667
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01700
Number of participants with account balances2012-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IBEW LOCAL #972 PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01698
Total number of active participants reported on line 7a of the Form 55002011-01-01662
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01691
Number of participants with account balances2011-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: IBEW LOCAL #972 PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01427
Total number of active participants reported on line 7a of the Form 55002010-01-01667
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01698
Number of participants with account balances2010-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: IBEW LOCAL #972 PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01432
Total number of active participants reported on line 7a of the Form 55002009-01-01197
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01230
Total of all active and inactive participants2009-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01427
Number of participants with account balances2009-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IBEW LOCAL #972 PENSION PLAN AND TRUST

Measure Date Value
2022 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,136
Total income from all sources (including contributions)2022-12-31$-11,584,600
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,854,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,585,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,493,908
Value of total assets at end of year2022-12-31$68,726,137
Value of total assets at beginning of year2022-12-31$87,160,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$269,012
Total interest from all sources2022-12-31$-445,459
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,940,996
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$1,940,996
Administrative expenses professional fees incurred2022-12-31$89,947
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$14,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$10,136
Administrative expenses (other) incurred2022-12-31$119,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,439,218
Value of net assets at end of year (total assets less liabilities)2022-12-31$68,711,444
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,150,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$59,166
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,770,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,775,492
Value of interest in common/collective trusts at end of year2022-12-31$6,029,550
Value of interest in common/collective trusts at beginning of year2022-12-31$7,430,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$500,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$445,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$445,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-445,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,533,029
Net investment gain or loss from common/collective trusts2022-12-31$-41,016
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,493,908
Employer contributions (assets) at end of year2022-12-31$425,713
Employer contributions (assets) at beginning of year2022-12-31$508,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,585,606
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 name2022-12-31GRAY, GRIFFITH AND MAYS A.C.
Accountancy firm EIN2022-12-31550621482
2021 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,500
Total income from all sources (including contributions)2021-12-31$13,758,029
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,815,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,518,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,346,629
Value of total assets at end of year2021-12-31$87,160,798
Value of total assets at beginning of year2021-12-31$80,253,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$297,039
Total interest from all sources2021-12-31$45
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,038,904
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$3,038,904
Administrative expenses professional fees incurred2021-12-31$38,041
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,073,460
Amount contributed by the employer to the plan for this plan year2021-12-31$3,073,460
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$10,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$43,571
Other income not declared elsewhere2021-12-31$45,500
Administrative expenses (other) incurred2021-12-31$53,114
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$1,929
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$6,942,825
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,150,662
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$80,207,837
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$205,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,775,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,859,024
Value of interest in common/collective trusts at end of year2021-12-31$7,430,946
Value of interest in common/collective trusts at beginning of year2021-12-31$7,629,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$445,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$402,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$402,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,215,422
Net investment gain or loss from common/collective trusts2021-12-31$111,529
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,346,629
Employer contributions (assets) at end of year2021-12-31$508,901
Employer contributions (assets) at beginning of year2021-12-31$362,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,518,165
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 name2021-12-31GRAY, GRIFFITH AND MAYS A.C.
Accountancy firm EIN2021-12-31550621482
2020 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,830
Total income from all sources (including contributions)2020-12-31$12,677,412
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,459,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,185,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,197,364
Value of total assets at end of year2020-12-31$80,253,337
Value of total assets at beginning of year2020-12-31$74,995,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$274,060
Total interest from all sources2020-12-31$215,590
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,721,788
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$1,721,788
Administrative expenses professional fees incurred2020-12-31$41,050
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,197,364
Amount contributed by the employer to the plan for this plan year2020-12-31$3,197,364
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$43,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,549
Other income not declared elsewhere2020-12-31$65,032
Administrative expenses (other) incurred2020-12-31$212,227
Liabilities. Value of operating payables at end of year2020-12-31$1,929
Liabilities. Value of operating payables at beginning of year2020-12-31$2,281
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$5,218,239
Value of net assets at end of year (total assets less liabilities)2020-12-31$80,207,837
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,989,598
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$20,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,859,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,616,511
Value of interest in common/collective trusts at end of year2020-12-31$7,629,150
Value of interest in common/collective trusts at beginning of year2020-12-31$6,702,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$402,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$394,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$394,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$215,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,350,145
Net investment gain or loss from common/collective trusts2020-12-31$127,493
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,197,364
Employer contributions (assets) at end of year2020-12-31$362,718
Employer contributions (assets) at beginning of year2020-12-31$282,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,185,113
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2020-12-31341310124
2019 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,650
Total income from all sources (including contributions)2019-12-31$16,305,109
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,812,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,546,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,003,359
Value of total assets at end of year2019-12-31$74,995,428
Value of total assets at beginning of year2019-12-31$62,519,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$266,424
Total interest from all sources2019-12-31$102
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,592,292
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$3,592,292
Administrative expenses professional fees incurred2019-12-31$54,275
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,942,242
Amount contributed by the employer to the plan for this plan year2019-12-31$2,942,242
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,679
Other income not declared elsewhere2019-12-31$81,442
Liabilities. Value of operating payables at end of year2019-12-31$2,281
Liabilities. Value of operating payables at beginning of year2019-12-31$15,971
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$12,492,438
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,989,598
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,497,160
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$212,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,616,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,794,007
Value of interest in common/collective trusts at end of year2019-12-31$6,702,069
Value of interest in common/collective trusts at beginning of year2019-12-31$6,075,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$394,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$364,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$364,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,477,103
Net investment gain or loss from common/collective trusts2019-12-31$150,811
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,003,359
Employer contributions (assets) at end of year2019-12-31$282,194
Employer contributions (assets) at beginning of year2019-12-31$285,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,546,247
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2019-12-31341310124
2018 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$22,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$134,694
Total income from all sources (including contributions)2018-12-31$-871,795
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,096,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$852,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,656,581
Value of total assets at end of year2018-12-31$62,519,810
Value of total assets at beginning of year2018-12-31$64,600,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$244,348
Total interest from all sources2018-12-31$103
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,338,766
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$3,338,766
Administrative expenses professional fees incurred2018-12-31$43,635
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,244,178
Amount contributed by the employer to the plan for this plan year2018-12-31$2,244,178
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$82,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$118,105
Other income not declared elsewhere2018-12-31$82,883
Liabilities. Value of operating payables at end of year2018-12-31$15,971
Liabilities. Value of operating payables at beginning of year2018-12-31$16,589
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$635,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,968,272
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,497,160
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,465,432
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$200,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$55,794,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,906,971
Value of interest in common/collective trusts at end of year2018-12-31$6,075,811
Value of interest in common/collective trusts at beginning of year2018-12-31$5,733,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$364,858
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$103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,078,020
Net investment gain or loss from common/collective trusts2018-12-31$127,892
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,656,581
Employer contributions (assets) at end of year2018-12-31$285,134
Employer contributions (assets) at beginning of year2018-12-31$241,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$852,129
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$134,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,838
Total income from all sources (including contributions)2017-12-31$12,224,979
Total loss/gain on sale of assets2017-12-31$781,009
Total of all expenses incurred2017-12-31$3,226,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,981,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,938,680
Value of total assets at end of year2017-12-31$64,600,126
Value of total assets at beginning of year2017-12-31$55,482,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$245,100
Total interest from all sources2017-12-31$200,949
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,884,641
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$1,884,641
Administrative expenses professional fees incurred2017-12-31$36,908
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,483,522
Amount contributed by the employer to the plan for this plan year2017-12-31$2,483,522
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$82,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$99,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$118,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,057
Other income not declared elsewhere2017-12-31$89,400
Liabilities. Value of operating payables at end of year2017-12-31$16,589
Liabilities. Value of operating payables at beginning of year2017-12-31$13,781
Total non interest bearing cash at end of year2017-12-31$635,760
Total non interest bearing cash at beginning of year2017-12-31$363,697
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$8,998,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,465,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,466,650
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$208,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,906,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,825,440
Value of interest in common/collective trusts at end of year2017-12-31$5,733,017
Value of interest in common/collective trusts at beginning of year2017-12-31$6,036,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$200,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,212,746
Net investment gain or loss from common/collective trusts2017-12-31$117,554
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,938,680
Employer contributions (assets) at end of year2017-12-31$241,424
Employer contributions (assets) at beginning of year2017-12-31$157,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,981,097
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
Aggregate proceeds on sale of assets2017-12-31$16,425,787
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,644,778
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$15,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,623
Total income from all sources (including contributions)2016-12-31$4,997,859
Total loss/gain on sale of assets2016-12-31$43,900
Total of all expenses incurred2016-12-31$2,098,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,899,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,119,013
Value of total assets at end of year2016-12-31$55,482,488
Value of total assets at beginning of year2016-12-31$52,602,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$199,831
Total interest from all sources2016-12-31$172,462
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,482,897
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$1,482,897
Administrative expenses professional fees incurred2016-12-31$36,745
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,119,013
Amount contributed by the employer to the plan for this plan year2016-12-31$2,119,013
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$99,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$27,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$21,477
Other income not declared elsewhere2016-12-31$74,784
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$13,781
Liabilities. Value of operating payables at beginning of year2016-12-31$13,146
Total non interest bearing cash at end of year2016-12-31$363,697
Total non interest bearing cash at beginning of year2016-12-31$300,955
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$2,898,945
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,466,650
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$52,567,705
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$163,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,825,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,978,422
Value of interest in common/collective trusts at end of year2016-12-31$6,036,150
Value of interest in common/collective trusts at beginning of year2016-12-31$6,133,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$172,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$990,732
Net investment gain or loss from common/collective trusts2016-12-31$114,071
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,119,013
Employer contributions (assets) at end of year2016-12-31$157,239
Employer contributions (assets) at beginning of year2016-12-31$161,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,899,083
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
Aggregate proceeds on sale of assets2016-12-31$8,674,073
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,630,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2016-12-31341310124
2015 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$34,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$332,825
Total income from all sources (including contributions)2015-12-31$2,626,444
Total loss/gain on sale of assets2015-12-31$15,637
Total of all expenses incurred2015-12-31$3,263,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,125,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,563,248
Value of total assets at end of year2015-12-31$52,602,328
Value of total assets at beginning of year2015-12-31$53,537,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$138,009
Total interest from all sources2015-12-31$165,200
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,213,113
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$2,213,113
Administrative expenses professional fees incurred2015-12-31$43,891
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,563,248
Amount contributed by the employer to the plan for this plan year2015-12-31$2,563,248
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$22,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$21,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$319,107
Liabilities. Value of operating payables at end of year2015-12-31$13,146
Liabilities. Value of operating payables at beginning of year2015-12-31$13,718
Total non interest bearing cash at end of year2015-12-31$300,955
Total non interest bearing cash at beginning of year2015-12-31$480,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-636,993
Value of net assets at end of year (total assets less liabilities)2015-12-31$52,567,705
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,204,698
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$94,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$45,978,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,217,287
Value of interest in common/collective trusts at end of year2015-12-31$6,133,527
Value of interest in common/collective trusts at beginning of year2015-12-31$6,373,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$165,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,433,082
Net investment gain or loss from common/collective trusts2015-12-31$102,328
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,563,248
Employer contributions (assets) at end of year2015-12-31$161,762
Employer contributions (assets) at beginning of year2015-12-31$443,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,125,428
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,101,213
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,085,576
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31341310124
2014 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$332,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$103,081
Total income from all sources (including contributions)2014-12-31$5,908,514
Total loss/gain on sale of assets2014-12-31$144,095
Total of all expenses incurred2014-12-31$1,346,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,207,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,755,287
Value of total assets at end of year2014-12-31$53,537,523
Value of total assets at beginning of year2014-12-31$48,745,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$138,435
Total interest from all sources2014-12-31$200,978
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,951,514
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$1,951,514
Administrative expenses professional fees incurred2014-12-31$44,072
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,755,287
Amount contributed by the employer to the plan for this plan year2014-12-31$2,755,287
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$22,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$25,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$319,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$90,365
Liabilities. Value of operating payables at end of year2014-12-31$13,718
Liabilities. Value of operating payables at beginning of year2014-12-31$12,716
Total non interest bearing cash at end of year2014-12-31$480,631
Total non interest bearing cash at beginning of year2014-12-31$332,934
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$4,562,471
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,204,698
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,642,227
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$94,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,217,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,029,884
Value of interest in common/collective trusts at end of year2014-12-31$6,373,657
Value of interest in common/collective trusts at beginning of year2014-12-31$6,121,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$200,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$764,280
Net investment gain or loss from common/collective trusts2014-12-31$92,360
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,755,287
Employer contributions (assets) at end of year2014-12-31$443,371
Employer contributions (assets) at beginning of year2014-12-31$235,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,207,608
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,173,269
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,029,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31341310124
2013 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$103,081
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,422
Total income from all sources (including contributions)2013-12-31$10,114,453
Total loss/gain on sale of assets2013-12-31$1,750,745
Total of all expenses incurred2013-12-31$2,268,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,167,095
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,169,998
Value of total assets at end of year2013-12-31$48,745,308
Value of total assets at beginning of year2013-12-31$40,816,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$101,523
Total interest from all sources2013-12-31$263,901
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,512,682
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$1,512,682
Administrative expenses professional fees incurred2013-12-31$30,994
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$2,153,251
Amount contributed by the employer to the plan for this plan year2013-12-31$2,153,251
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$25,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$27,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$90,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,333
Liabilities. Value of operating payables at end of year2013-12-31$12,716
Liabilities. Value of operating payables at beginning of year2013-12-31$14,089
Total non interest bearing cash at end of year2013-12-31$332,934
Total non interest bearing cash at beginning of year2013-12-31$232,036
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$7,845,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,642,227
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,796,392
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$70,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,029,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,779,122
Value of interest in common/collective trusts at end of year2013-12-31$6,121,527
Value of interest in common/collective trusts at beginning of year2013-12-31$5,669,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$263,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,321,942
Net investment gain or loss from common/collective trusts2013-12-31$95,185
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,153,251
Employer contributions (assets) at end of year2013-12-31$235,461
Employer contributions (assets) at beginning of year2013-12-31$108,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,167,095
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$14,614,880
Aggregate carrying amount (costs) on sale of assets2013-12-31$12,864,135
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31341310124
2012 : IBEW LOCAL #972 PENSION PLAN AND TRUST 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$20,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$104,250
Total income from all sources (including contributions)2012-12-31$6,181,418
Total loss/gain on sale of assets2012-12-31$391,381
Total of all expenses incurred2012-12-31$2,651,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,557,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,774,323
Value of total assets at end of year2012-12-31$40,816,814
Value of total assets at beginning of year2012-12-31$37,371,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$94,492
Total interest from all sources2012-12-31$348,288
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$640,104
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$640,104
Administrative expenses professional fees incurred2012-12-31$28,516
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,544,533
Amount contributed by the employer to the plan for this plan year2012-12-31$1,544,533
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$229,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$27,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$109,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$96,186
Liabilities. Value of operating payables at end of year2012-12-31$14,089
Liabilities. Value of operating payables at beginning of year2012-12-31$8,064
Total non interest bearing cash at end of year2012-12-31$232,036
Total non interest bearing cash at beginning of year2012-12-31$329,371
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$3,529,475
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,796,392
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,266,917
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$65,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,779,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,460,592
Value of interest in common/collective trusts at end of year2012-12-31$5,669,595
Value of interest in common/collective trusts at beginning of year2012-12-31$7,304,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$348,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,883,932
Net investment gain or loss from common/collective trusts2012-12-31$143,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,544,533
Employer contributions (assets) at end of year2012-12-31$108,775
Employer contributions (assets) at beginning of year2012-12-31$167,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,557,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,165,039
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,773,658
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31341310124
2011 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$104,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,944
Total income from all sources (including contributions)2011-12-31$1,623,213
Total loss/gain on sale of assets2011-12-31$-152,446
Total of all expenses incurred2011-12-31$1,973,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,884,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,996,583
Value of total assets at end of year2011-12-31$37,371,167
Value of total assets at beginning of year2011-12-31$37,648,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$88,491
Total interest from all sources2011-12-31$342,146
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$774,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$774,899
Administrative expenses professional fees incurred2011-12-31$25,024
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,993,414
Amount contributed by the employer to the plan for this plan year2011-12-31$1,993,414
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$191,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$109,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$47,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$96,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$24,924
Liabilities. Value of operating payables at end of year2011-12-31$8,064
Liabilities. Value of operating payables at beginning of year2011-12-31$7,020
Total non interest bearing cash at end of year2011-12-31$329,371
Total non interest bearing cash at beginning of year2011-12-31$62,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-349,909
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,266,917
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,616,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$63,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,460,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,906,853
Value of interest in common/collective trusts at end of year2011-12-31$7,304,664
Value of interest in common/collective trusts at beginning of year2011-12-31$7,491,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$342,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,562,701
Net investment gain or loss from common/collective trusts2011-12-31$224,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,805,319
Employer contributions (assets) at end of year2011-12-31$167,294
Employer contributions (assets) at beginning of year2011-12-31$140,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,884,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-152,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31341310124
2010 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,507
Total income from all sources (including contributions)2010-12-31$5,662,299
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,021,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$938,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,598,698
Value of total assets at end of year2010-12-31$37,648,770
Value of total assets at beginning of year2010-12-31$32,997,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82,507
Total interest from all sources2010-12-31$361,958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$475,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$475,323
Administrative expenses professional fees incurred2010-12-31$56,890
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,700,722
Amount contributed by the employer to the plan for this plan year2010-12-31$1,700,722
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$86,556
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$47,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$40,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$24,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,076
Liabilities. Value of operating payables at end of year2010-12-31$7,020
Liabilities. Value of operating payables at beginning of year2010-12-31$16,431
Total non interest bearing cash at end of year2010-12-31$62,607
Total non interest bearing cash at beginning of year2010-12-31$93,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,641,067
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,616,826
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,975,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$25,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,906,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,117,522
Value of interest in common/collective trusts at end of year2010-12-31$7,491,580
Value of interest in common/collective trusts at beginning of year2010-12-31$6,629,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$361,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,978,860
Net investment gain or loss from common/collective trusts2010-12-31$247,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,512,142
Employer contributions (assets) at end of year2010-12-31$140,495
Employer contributions (assets) at beginning of year2010-12-31$116,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$938,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31REA & ASSOCIATES, INC
Accountancy firm EIN2010-12-31341310124
2009 : IBEW LOCAL #972 PENSION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,683,708
Amount contributed by the employer to the plan for this plan year2009-12-31$1,683,708

Form 5500 Responses for IBEW LOCAL #972 PENSION PLAN AND TRUST

2022: IBEW LOCAL #972 PENSION PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL #972 PENSION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL #972 PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL #972 PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL #972 PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL #972 PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL #972 PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL #972 PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL #972 PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL #972 PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL #972 PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL #972 PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL #972 PENSION PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL #972 PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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