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LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 401k Plan overview

Plan NameLOCAL UNION NO. 32 IBEW-NECA PENSION PLAN
Plan identification number 001

LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 32 - NECA PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 32 - NECA PENSION PLAN
Employer identification number (EIN):316152294
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MIKE EVANS
0012016-01-01MIKE EVANS
0012015-01-01JEROLD DICKREDE
0012014-01-01JEROLD DICKREDE
0012013-01-01JEROLD DICKREDE
0012012-01-01JEROLD DICKREDE
0012011-01-01DANAL NEAL
0012010-01-01DANAL NEAL
0012009-01-01DANAL NEAL

Plan Statistics for LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN

401k plan membership statisitcs for LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN

Measure Date Value
2022: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2022 401k membership
Current value of assets2022-12-3138,018,046
Acturial value of assets for funding standard account2022-12-3134,263,085
Accrued liability for plan using immediate gains methods2022-12-3137,279,720
Accrued liability under unit credit cost method2022-12-3137,279,720
RPA 94 current liability2022-12-3181,628,033
Expected increase in current liability due to benefits accruing during the plan year2022-12-313,477,629
Expected release from RPA 94 current liability for plan year2022-12-311,923,602
Expected plan disbursements for the plan year2022-12-312,078,602
Current value of assets2022-12-3138,018,046
Number of retired participants and beneficiaries receiving payment2022-12-31154
Current liability for retired participants and beneficiaries receiving payment2022-12-3128,662,832
Number of terminated vested participants2022-12-31102
Current liability for terminated vested participants2022-12-3113,851,776
Current liability for active participants non vested benefits2022-12-311,924,474
Current liability for active participants vested benefits2022-12-3137,188,951
Total number of active articipats2022-12-31187
Current liability for active participants2022-12-3139,113,425
Total participant count with liabilities2022-12-31443
Total current liabilitoes for participants with libailities2022-12-3181,628,033
Total employer contributions in plan year2022-12-311,854,128
Employer’s normal cost for plan year as of valuation date2022-12-311,182,590
Prior year credit balance2022-12-312,801,588
Amortization credits as of valuation date2022-12-31584,248
Total participants, beginning-of-year2022-01-01443
Total number of active participants reported on line 7a of the Form 55002022-01-01205
Number of retired or separated participants receiving benefits2022-01-01128
Number of other retired or separated participants entitled to future benefits2022-01-01103
Total of all active and inactive participants2022-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-01464
Number of employers contributing to the scheme2022-01-0119
2021: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2021 401k membership
Current value of assets2021-12-3129,455,931
Acturial value of assets for funding standard account2021-12-3128,340,435
Accrued liability for plan using immediate gains methods2021-12-3132,433,650
Accrued liability under unit credit cost method2021-12-3132,433,650
RPA 94 current liability2021-12-3161,757,110
Expected increase in current liability due to benefits accruing during the plan year2021-12-313,133,982
Expected release from RPA 94 current liability for plan year2021-12-311,589,132
Expected plan disbursements for the plan year2021-12-311,784,132
Current value of assets2021-12-3129,455,931
Number of retired participants and beneficiaries receiving payment2021-12-31134
Current liability for retired participants and beneficiaries receiving payment2021-12-3120,381,693
Number of terminated vested participants2021-12-3195
Current liability for terminated vested participants2021-12-318,717,411
Current liability for active participants non vested benefits2021-12-313,940,798
Current liability for active participants vested benefits2021-12-3128,717,208
Total number of active articipats2021-12-31238
Current liability for active participants2021-12-3132,658,006
Total participant count with liabilities2021-12-31467
Total current liabilitoes for participants with libailities2021-12-3161,757,110
Total employer contributions in plan year2021-12-311,551,284
Employer’s normal cost for plan year as of valuation date2021-12-311,408,411
Prior year credit balance2021-12-313,629,298
Amortization credits as of valuation date2021-12-31460,467
Total participants, beginning-of-year2021-01-01439
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-01127
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-01443
Number of employers contributing to the scheme2021-01-0122
2020: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2020 401k membership
Current value of assets2020-12-3124,398,693
Acturial value of assets for funding standard account2020-12-3126,279,676
Accrued liability for plan using immediate gains methods2020-12-3129,734,781
Accrued liability under unit credit cost method2020-12-3129,734,781
RPA 94 current liability2020-12-3156,440,165
Expected increase in current liability due to benefits accruing during the plan year2020-12-312,533,622
Expected release from RPA 94 current liability for plan year2020-12-311,504,982
Expected plan disbursements for the plan year2020-12-311,624,982
Current value of assets2020-12-3124,398,693
Number of retired participants and beneficiaries receiving payment2020-12-31132
Current liability for retired participants and beneficiaries receiving payment2020-12-3119,759,441
Number of terminated vested participants2020-12-3191
Current liability for terminated vested participants2020-12-317,607,802
Current liability for active participants non vested benefits2020-12-312,107,510
Current liability for active participants vested benefits2020-12-3126,965,412
Total number of active articipats2020-12-31199
Current liability for active participants2020-12-3129,072,922
Total participant count with liabilities2020-12-31422
Total current liabilitoes for participants with libailities2020-12-3156,440,165
Total employer contributions in plan year2020-12-312,007,109
Employer’s normal cost for plan year as of valuation date2020-12-311,092,501
Prior year credit balance2020-12-313,303,774
Amortization credits as of valuation date2020-12-31460,469
Total participants, beginning-of-year2020-01-01467
Total number of active participants reported on line 7a of the Form 55002020-01-01196
Number of retired or separated participants receiving benefits2020-01-01118
Number of other retired or separated participants entitled to future benefits2020-01-0199
Total of all active and inactive participants2020-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-01439
Number of employers contributing to the scheme2020-01-0122
2019: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2019 401k membership
Current value of assets2019-12-3124,398,693
Acturial value of assets for funding standard account2019-12-3126,279,676
Accrued liability for plan using immediate gains methods2019-12-3129,734,781
Accrued liability under unit credit cost method2019-12-3129,734,781
RPA 94 current liability2019-12-3156,440,165
Expected increase in current liability due to benefits accruing during the plan year2019-12-312,533,622
Expected release from RPA 94 current liability for plan year2019-12-311,504,982
Expected plan disbursements for the plan year2019-12-311,624,982
Current value of assets2019-12-3124,398,693
Number of retired participants and beneficiaries receiving payment2019-12-31132
Current liability for retired participants and beneficiaries receiving payment2019-12-3119,759,441
Number of terminated vested participants2019-12-3191
Current liability for terminated vested participants2019-12-317,607,802
Current liability for active participants non vested benefits2019-12-312,107,510
Current liability for active participants vested benefits2019-12-3126,965,412
Total number of active articipats2019-12-31199
Current liability for active participants2019-12-3129,072,922
Total participant count with liabilities2019-12-31422
Total current liabilitoes for participants with libailities2019-12-3156,440,165
Total employer contributions in plan year2019-12-312,007,109
Employer’s normal cost for plan year as of valuation date2019-12-311,092,501
Prior year credit balance2019-12-313,303,774
Amortization credits as of valuation date2019-12-31460,469
Total participants, beginning-of-year2019-01-01419
Total number of active participants reported on line 7a of the Form 55002019-01-01238
Number of retired or separated participants receiving benefits2019-01-01111
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-01467
Number of employers contributing to the scheme2019-01-0150
2018: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2018 401k membership
Current value of assets2018-12-3125,937,260
Acturial value of assets for funding standard account2018-12-3125,324,661
Accrued liability for plan using immediate gains methods2018-12-3127,599,785
Accrued liability under unit credit cost method2018-12-3127,599,785
RPA 94 current liability2018-12-3152,214,411
Expected increase in current liability due to benefits accruing during the plan year2018-12-312,800,251
Expected release from RPA 94 current liability for plan year2018-12-311,390,437
Expected plan disbursements for the plan year2018-12-311,505,437
Current value of assets2018-12-3125,937,260
Number of retired participants and beneficiaries receiving payment2018-12-31132
Current liability for retired participants and beneficiaries receiving payment2018-12-3119,034,674
Number of terminated vested participants2018-12-3196
Current liability for terminated vested participants2018-12-318,048,514
Current liability for active participants non vested benefits2018-12-311,162,918
Current liability for active participants vested benefits2018-12-3123,968,305
Total number of active articipats2018-12-31190
Current liability for active participants2018-12-3125,131,223
Total participant count with liabilities2018-12-31418
Total current liabilitoes for participants with libailities2018-12-3152,214,411
Total employer contributions in plan year2018-12-311,429,061
Employer’s normal cost for plan year as of valuation date2018-12-311,234,643
Prior year credit balance2018-12-313,224,161
Amortization credits as of valuation date2018-12-31815,954
Total participants, beginning-of-year2018-01-01419
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-01108
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-01419
Number of employers contributing to the scheme2018-01-0127
2017: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2017 401k membership
Current value of assets2017-12-3122,824,823
Acturial value of assets for funding standard account2017-12-3123,668,837
Accrued liability for plan using immediate gains methods2017-12-3126,071,192
Accrued liability under unit credit cost method2017-12-3126,071,192
RPA 94 current liability2017-12-3146,934,932
Expected increase in current liability due to benefits accruing during the plan year2017-12-312,248,144
Expected release from RPA 94 current liability for plan year2017-12-311,333,446
Expected plan disbursements for the plan year2017-12-311,418,446
Current value of assets2017-12-3122,824,883
Number of retired participants and beneficiaries receiving payment2017-12-31132
Current liability for retired participants and beneficiaries receiving payment2017-12-3117,294,595
Number of terminated vested participants2017-12-3197
Current liability for terminated vested participants2017-12-317,397,071
Current liability for active participants non vested benefits2017-12-311,119,507
Current liability for active participants vested benefits2017-12-3121,123,759
Total number of active articipats2017-12-31198
Current liability for active participants2017-12-3122,243,266
Total participant count with liabilities2017-12-31427
Total current liabilitoes for participants with libailities2017-12-3146,934,932
Total employer contributions in plan year2017-12-311,431,368
Employer’s normal cost for plan year as of valuation date2017-12-311,026,985
Prior year credit balance2017-12-312,931,009
Amortization credits as of valuation date2017-12-31799,001
Total participants, beginning-of-year2017-01-01427
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-01104
Number of other retired or separated participants entitled to future benefits2017-01-0196
Total of all active and inactive participants2017-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0129
Total participants2017-01-01419
Number of employers contributing to the scheme2017-01-0123
2016: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2016 401k membership
Current value of assets2016-12-3121,107,362
Acturial value of assets for funding standard account2016-12-3122,045,195
Accrued liability for plan using immediate gains methods2016-12-3124,427,123
Accrued liability under unit credit cost method2016-12-3124,427,123
RPA 94 current liability2016-12-3142,939,111
Expected increase in current liability due to benefits accruing during the plan year2016-12-312,134,555
Expected release from RPA 94 current liability for plan year2016-12-311,222,881
Expected plan disbursements for the plan year2016-12-311,332,881
Current value of assets2016-12-3121,107,362
Number of retired participants and beneficiaries receiving payment2016-12-31129
Current liability for retired participants and beneficiaries receiving payment2016-12-3115,166,505
Number of terminated vested participants2016-12-3192
Current liability for terminated vested participants2016-12-316,499,560
Current liability for active participants non vested benefits2016-12-311,004,437
Current liability for active participants vested benefits2016-12-3120,268,609
Total number of active articipats2016-12-31196
Current liability for active participants2016-12-3121,273,046
Total participant count with liabilities2016-12-31417
Total current liabilitoes for participants with libailities2016-12-3142,939,111
Total employer contributions in plan year2016-12-311,421,443
Employer’s normal cost for plan year as of valuation date2016-12-311,061,371
Prior year credit balance2016-12-312,681,687
Amortization credits as of valuation date2016-12-31794,431
Total participants, beginning-of-year2016-01-01417
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-01103
Number of other retired or separated participants entitled to future benefits2016-01-0197
Total of all active and inactive participants2016-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0129
Total participants2016-01-01427
Number of employers contributing to the scheme2016-01-0125
2015: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2015 401k membership
Current value of assets2015-12-3121,555,522
Acturial value of assets for funding standard account2015-12-3120,913,095
Accrued liability for plan using immediate gains methods2015-12-3123,681,171
Accrued liability under unit credit cost method2015-12-3123,681,171
RPA 94 current liability2015-12-3140,650,165
Expected increase in current liability due to benefits accruing during the plan year2015-12-311,790,533
Expected release from RPA 94 current liability for plan year2015-12-311,183,047
Expected plan disbursements for the plan year2015-12-311,273,047
Current value of assets2015-12-3121,555,522
Number of retired participants and beneficiaries receiving payment2015-12-31126
Current liability for retired participants and beneficiaries receiving payment2015-12-3114,123,260
Number of terminated vested participants2015-12-3192
Current liability for terminated vested participants2015-12-316,285,787
Current liability for active participants non vested benefits2015-12-311,755,551
Current liability for active participants vested benefits2015-12-3118,485,567
Total number of active articipats2015-12-31188
Current liability for active participants2015-12-3120,241,118
Total participant count with liabilities2015-12-31406
Total current liabilitoes for participants with libailities2015-12-3140,650,165
Total employer contributions in plan year2015-12-311,063,347
Employer’s normal cost for plan year as of valuation date2015-12-31881,172
Prior year credit balance2015-12-312,658,049
Amortization credits as of valuation date2015-12-31707,372
Total participants, beginning-of-year2015-01-01406
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of retired or separated participants receiving benefits2015-01-01100
Number of other retired or separated participants entitled to future benefits2015-01-0192
Total of all active and inactive participants2015-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-01417
Number of employers contributing to the scheme2015-01-0125
2014: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2014 401k membership
Current value of assets2014-12-3120,168,195
Acturial value of assets for funding standard account2014-12-3119,147,936
Accrued liability for plan using immediate gains methods2014-12-3121,994,818
Accrued liability under unit credit cost method2014-12-3121,994,818
RPA 94 current liability2014-12-3137,370,131
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,623,366
Expected release from RPA 94 current liability for plan year2014-12-311,092,420
Expected plan disbursements for the plan year2014-12-311,192,420
Current value of assets2014-12-3120,168,195
Number of retired participants and beneficiaries receiving payment2014-12-31121
Current liability for retired participants and beneficiaries receiving payment2014-12-3113,261,671
Number of terminated vested participants2014-12-3189
Current liability for terminated vested participants2014-12-315,578,824
Current liability for active participants non vested benefits2014-12-311,458,194
Current liability for active participants vested benefits2014-12-3117,071,442
Total number of active articipats2014-12-31187
Current liability for active participants2014-12-3118,529,636
Total participant count with liabilities2014-12-31397
Total current liabilitoes for participants with libailities2014-12-3137,370,131
Total employer contributions in plan year2014-12-311,207,177
Employer’s normal cost for plan year as of valuation date2014-12-31834,528
Prior year credit balance2014-12-312,442,296
Amortization credits as of valuation date2014-12-31684,529
Total participants, beginning-of-year2014-01-01402
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-01100
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0126
Total participants2014-01-01406
Number of employers contributing to the scheme2014-01-0124
2013: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2013 401k membership
Current value of assets2013-12-3118,002,881
Acturial value of assets for funding standard account2013-12-3117,382,325
Accrued liability for plan using immediate gains methods2013-12-3120,651,999
Accrued liability under unit credit cost method2013-12-3120,651,999
RPA 94 current liability2013-12-3134,311,455
Expected increase in current liability due to benefits accruing during the plan year2013-12-311,394,063
Expected plan disbursements for the plan year2013-12-31990,240
Current value of assets2013-12-3118,002,881
Number of retired participants and beneficiaries receiving payment2013-12-31114
Current liability for retired participants and beneficiaries receiving payment2013-12-3111,635,229
Number of terminated vested participants2013-12-3182
Current liability for terminated vested participants2013-12-314,920,892
Current liability for active participants non vested benefits2013-12-311,318,873
Current liability for active participants vested benefits2013-12-3116,436,461
Total number of active articipats2013-12-31192
Current liability for active participants2013-12-3117,755,334
Total participant count with liabilities2013-12-31388
Total current liabilitoes for participants with libailities2013-12-3134,311,455
Total employer contributions in plan year2013-12-31959,070
Employer’s normal cost for plan year as of valuation date2013-12-31758,580
Prior year credit balance2013-12-312,778,170
Amortization credits as of valuation date2013-12-31616,665
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01205
Number of retired or separated participants receiving benefits2013-01-0195
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0126
Total participants2013-01-01402
Number of employers contributing to the scheme2013-01-0124
2012: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01388
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Number of retired or separated participants receiving benefits2012-01-0186
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-01388
Number of employers contributing to the scheme2012-01-0127
2011: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01372
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Number of retired or separated participants receiving benefits2011-01-0185
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0126
Total participants2011-01-01388
Number of employers contributing to the scheme2011-01-0126
2010: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01373
Total number of active participants reported on line 7a of the Form 55002010-01-01179
Number of retired or separated participants receiving benefits2010-01-0181
Number of other retired or separated participants entitled to future benefits2010-01-0186
Total of all active and inactive participants2010-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0126
Total participants2010-01-01372
Number of employers contributing to the scheme2010-01-0122
2009: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01384
Total number of active participants reported on line 7a of the Form 55002009-01-01194
Number of retired or separated participants receiving benefits2009-01-0175
Number of other retired or separated participants entitled to future benefits2009-01-0178
Total of all active and inactive participants2009-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0126
Total participants2009-01-01373
Number of employers contributing to the scheme2009-01-0116

Financial Data on LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN

Measure Date Value
2022 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$98,476
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-6,305,990
Total unrealized appreciation/depreciation of assets2022-12-31$-6,207,514
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$249,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$223,848
Total income from all sources (including contributions)2022-12-31$-3,145,070
Total loss/gain on sale of assets2022-12-31$666,732
Total of all expenses incurred2022-12-31$2,139,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,897,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,854,128
Value of total assets at end of year2022-12-31$32,982,851
Value of total assets at beginning of year2022-12-31$38,241,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$242,588
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$541,584
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$541,584
Assets. Real estate other than employer real property at end of year2022-12-31$2,054,621
Assets. Real estate other than employer real property at beginning of year2022-12-31$1,516,607
Administrative expenses professional fees incurred2022-12-31$71,241
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$484,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$532,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$200,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$200,000
Administrative expenses (other) incurred2022-12-31$42,654
Liabilities. Value of operating payables at end of year2022-12-31$49,753
Liabilities. Value of operating payables at beginning of year2022-12-31$23,848
Total non interest bearing cash at end of year2022-12-31$800,760
Total non interest bearing cash at beginning of year2022-12-31$789,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,284,948
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,733,098
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,018,046
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$86,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,978,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,056,991
Value of interest in common/collective trusts at end of year2022-12-31$13,179,242
Value of interest in common/collective trusts at beginning of year2022-12-31$14,946,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$222,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$116,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$116,543
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$1,024,035
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$1,059,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$1,854,128
Employer contributions (assets) at end of year2022-12-31$238,975
Employer contributions (assets) at beginning of year2022-12-31$223,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,897,290
Contract administrator fees2022-12-31$42,250
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
Aggregate proceeds on sale of assets2022-12-31$6,134,938
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,468,206
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BODINE PERRY, PLLC
Accountancy firm EIN2022-12-31833033790
2021 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$397,960
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,337,460
Total unrealized appreciation/depreciation of assets2021-12-31$397,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$56,195
Total income from all sources (including contributions)2021-12-31$6,285,212
Total loss/gain on sale of assets2021-12-31$570,696
Total of all expenses incurred2021-12-31$1,938,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,715,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,315,509
Value of total assets at end of year2021-12-31$37,627,427
Value of total assets at beginning of year2021-12-31$33,314,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$223,422
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,647,349
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$1,647,349
Assets. Real estate other than employer real property at end of year2021-12-31$2,846,737
Assets. Real estate other than employer real property at beginning of year2021-12-31$2,443,740
Administrative expenses professional fees incurred2021-12-31$59,125
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$19,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$500,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$201,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$35,024
Other income not declared elsewhere2021-12-31$19,667
Administrative expenses (other) incurred2021-12-31$38,699
Liabilities. Value of operating payables at end of year2021-12-31$22,685
Liabilities. Value of operating payables at beginning of year2021-12-31$21,171
Total non interest bearing cash at end of year2021-12-31$652,215
Total non interest bearing cash at beginning of year2021-12-31$350,388
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$4,346,441
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,604,742
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,258,301
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$64,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,056,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,820,964
Value of interest in common/collective trusts at end of year2021-12-31$13,616,828
Value of interest in common/collective trusts at beginning of year2021-12-31$10,908,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$116,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$93,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$93,683
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$1,059,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$736,598
Net investment gain or loss from common/collective trusts2021-12-31$2,125,988
Net gain/loss from 103.12 investment entities2021-12-31$42,141
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$1,315,509
Employer contributions (assets) at end of year2021-12-31$258,312
Employer contributions (assets) at beginning of year2021-12-31$197,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,715,349
Contract administrator fees2021-12-31$61,154
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
Aggregate proceeds on sale of assets2021-12-31$3,112,657
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,541,961
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BODINE PERRY, PLLC
Accountancy firm EIN2021-12-31833033790
2020 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-13,699
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$860,519
Total unrealized appreciation/depreciation of assets2020-12-31$846,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$56,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$56,954
Total income from all sources (including contributions)2020-12-31$5,243,312
Total loss/gain on sale of assets2020-12-31$372,874
Total of all expenses incurred2020-12-31$1,783,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,554,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,709,197
Value of total assets at end of year2020-12-31$32,972,410
Value of total assets at beginning of year2020-12-31$29,512,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$228,758
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$665,231
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$665,231
Assets. Real estate other than employer real property at end of year2020-12-31$2,443,740
Assets. Real estate other than employer real property at beginning of year2020-12-31$2,409,936
Administrative expenses professional fees incurred2020-12-31$63,082
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$129,668
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$49,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$35,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$34,624
Other income not declared elsewhere2020-12-31$1,600
Administrative expenses (other) incurred2020-12-31$35,828
Liabilities. Value of operating payables at end of year2020-12-31$21,171
Liabilities. Value of operating payables at beginning of year2020-12-31$22,330
Total non interest bearing cash at end of year2020-12-31$439,517
Total non interest bearing cash at beginning of year2020-12-31$540,320
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$3,460,284
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,916,215
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,455,931
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$63,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,820,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,416,912
Value of interest in common/collective trusts at end of year2020-12-31$10,908,525
Value of interest in common/collective trusts at beginning of year2020-12-31$9,172,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$93,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$734,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$734,836
Net investment gain or loss from common/collective trusts2020-12-31$1,647,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$1,709,197
Employer contributions (assets) at end of year2020-12-31$136,313
Employer contributions (assets) at beginning of year2020-12-31$188,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,554,270
Contract administrator fees2020-12-31$66,391
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
Aggregate proceeds on sale of assets2020-12-31$3,997,682
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,624,808
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BODINE PERRY, PLLC
Accountancy firm EIN2020-12-31854356944
2019 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$44,290
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,453,090
Total unrealized appreciation/depreciation of assets2019-12-31$2,497,380
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$56,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$58,651
Total income from all sources (including contributions)2019-12-31$6,714,278
Total loss/gain on sale of assets2019-12-31$-91,937
Total of all expenses incurred2019-12-31$1,657,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,406,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,007,109
Value of total assets at end of year2019-12-31$29,512,885
Value of total assets at beginning of year2019-12-31$24,457,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250,451
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$593,496
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$593,496
Assets. Real estate other than employer real property at end of year2019-12-31$2,409,936
Assets. Real estate other than employer real property at beginning of year2019-12-31$2,311,365
Administrative expenses professional fees incurred2019-12-31$96,797
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$49,742
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$20,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$34,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$22,112
Other income not declared elsewhere2019-12-31$83,876
Administrative expenses (other) incurred2019-12-31$46,920
Liabilities. Value of operating payables at end of year2019-12-31$22,330
Liabilities. Value of operating payables at beginning of year2019-12-31$36,539
Total non interest bearing cash at end of year2019-12-31$540,320
Total non interest bearing cash at beginning of year2019-12-31$190,306
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$5,057,238
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,455,931
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,398,693
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$53,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,416,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,171,534
Value of interest in common/collective trusts at end of year2019-12-31$9,172,713
Value of interest in common/collective trusts at beginning of year2019-12-31$7,468,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$734,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,173,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,173,889
Net investment gain or loss from common/collective trusts2019-12-31$1,624,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$2,007,109
Employer contributions (assets) at end of year2019-12-31$188,426
Employer contributions (assets) at beginning of year2019-12-31$118,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,406,589
Contract administrator fees2019-12-31$53,492
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
Aggregate proceeds on sale of assets2019-12-31$551,370
Aggregate carrying amount (costs) on sale of assets2019-12-31$643,307
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BODINE PERRY, LLC
Accountancy firm EIN2019-12-31412028444
2018 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$82,232
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,035,480
Total unrealized appreciation/depreciation of assets2018-12-31$-1,953,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$58,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$105,850
Total income from all sources (including contributions)2018-12-31$126,441
Total loss/gain on sale of assets2018-12-31$271,747
Total of all expenses incurred2018-12-31$1,665,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,489,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,429,061
Value of total assets at end of year2018-12-31$24,457,344
Value of total assets at beginning of year2018-12-31$26,043,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$175,639
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$715,398
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$715,398
Assets. Real estate other than employer real property at end of year2018-12-31$2,311,365
Assets. Real estate other than employer real property at beginning of year2018-12-31$2,195,454
Administrative expenses professional fees incurred2018-12-31$58,739
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,400
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$20,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$24,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$22,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$84,965
Administrative expenses (other) incurred2018-12-31$34,494
Liabilities. Value of operating payables at end of year2018-12-31$36,539
Liabilities. Value of operating payables at beginning of year2018-12-31$20,885
Total non interest bearing cash at end of year2018-12-31$190,306
Total non interest bearing cash at beginning of year2018-12-31$304,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,538,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,398,693
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,937,260
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$53,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,171,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,496,627
Value of interest in common/collective trusts at end of year2018-12-31$7,468,611
Value of interest in common/collective trusts at beginning of year2018-12-31$8,705,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,173,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$143,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$143,718
Net investment gain or loss from common/collective trusts2018-12-31$-336,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$1,429,061
Employer contributions (assets) at end of year2018-12-31$118,650
Employer contributions (assets) at beginning of year2018-12-31$169,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,489,369
Contract administrator fees2018-12-31$28,800
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
Aggregate proceeds on sale of assets2018-12-31$10,081,611
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,809,864
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BODINE PERRY, LLC
Accountancy firm EIN2018-12-31412028444
2017 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$121,401
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,328,501
Total unrealized appreciation/depreciation of assets2017-12-31$1,449,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$105,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,129
Total income from all sources (including contributions)2017-12-31$4,701,739
Total loss/gain on sale of assets2017-12-31$243,340
Total of all expenses incurred2017-12-31$1,589,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,422,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,431,368
Value of total assets at end of year2017-12-31$26,043,110
Value of total assets at beginning of year2017-12-31$22,883,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$166,879
Total interest from all sources2017-12-31$11,770
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$645,151
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$645,151
Assets. Real estate other than employer real property at end of year2017-12-31$2,195,454
Assets. Real estate other than employer real property at beginning of year2017-12-31$1,044,623
Administrative expenses professional fees incurred2017-12-31$50,626
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$26,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$45,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$84,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$21,106
Administrative expenses (other) incurred2017-12-31$36,387
Liabilities. Value of operating payables at end of year2017-12-31$20,885
Liabilities. Value of operating payables at beginning of year2017-12-31$37,023
Total non interest bearing cash at end of year2017-12-31$304,890
Total non interest bearing cash at beginning of year2017-12-31$327,014
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$3,112,377
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,937,260
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,824,883
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$51,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,496,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,498,048
Value of interest in common/collective trusts at end of year2017-12-31$8,705,791
Value of interest in common/collective trusts at beginning of year2017-12-31$8,723,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$143,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$118,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$118,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,770
Net investment gain or loss from common/collective trusts2017-12-31$920,208
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$1,431,368
Employer contributions (assets) at end of year2017-12-31$169,730
Employer contributions (assets) at beginning of year2017-12-31$126,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,422,483
Contract administrator fees2017-12-31$28,400
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$617,034
Aggregate carrying amount (costs) on sale of assets2017-12-31$373,694
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BODINE PERRY, LLC
Accountancy firm EIN2017-12-31412028444
2016 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$530,263
Total unrealized appreciation/depreciation of assets2016-12-31$530,263
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$129,021
Total income from all sources (including contributions)2016-12-31$3,043,144
Total loss/gain on sale of assets2016-12-31$144,215
Total of all expenses incurred2016-12-31$1,325,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,196,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,421,443
Value of total assets at end of year2016-12-31$22,883,012
Value of total assets at beginning of year2016-12-31$21,236,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$129,381
Total interest from all sources2016-12-31$382
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$417,797
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$417,797
Administrative expenses professional fees incurred2016-12-31$30,301
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$45,090
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$21,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$101,457
Other income not declared elsewhere2016-12-31$212
Administrative expenses (other) incurred2016-12-31$28,424
Liabilities. Value of operating payables at end of year2016-12-31$37,023
Liabilities. Value of operating payables at beginning of year2016-12-31$27,564
Total non interest bearing cash at end of year2016-12-31$327,014
Total non interest bearing cash at beginning of year2016-12-31$306,997
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$1,717,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,824,883
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,107,362
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$43,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,542,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,425,788
Value of interest in common/collective trusts at end of year2016-12-31$8,723,223
Value of interest in common/collective trusts at beginning of year2016-12-31$7,197,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$118,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$142,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$142,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$382
Net investment gain or loss from common/collective trusts2016-12-31$528,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$1,421,443
Employer contributions (assets) at end of year2016-12-31$126,777
Employer contributions (assets) at beginning of year2016-12-31$137,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,196,242
Contract administrator fees2016-12-31$27,200
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$2,049,970
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,905,755
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSIER & ASSOCIATES CPAS INC
Accountancy firm EIN2016-12-31471912410
2015 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,577,591
Total unrealized appreciation/depreciation of assets2015-12-31$-1,577,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$129,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$224,843
Total income from all sources (including contributions)2015-12-31$784,510
Total loss/gain on sale of assets2015-12-31$819,698
Total of all expenses incurred2015-12-31$1,232,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,094,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,063,347
Value of total assets at end of year2015-12-31$21,236,383
Value of total assets at beginning of year2015-12-31$21,780,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,884
Total interest from all sources2015-12-31$77
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$389,112
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$389,112
Administrative expenses professional fees incurred2015-12-31$56,274
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$26,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$101,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$213,240
Administrative expenses (other) incurred2015-12-31$30,976
Liabilities. Value of operating payables at end of year2015-12-31$27,564
Liabilities. Value of operating payables at beginning of year2015-12-31$11,603
Total non interest bearing cash at end of year2015-12-31$306,997
Total non interest bearing cash at beginning of year2015-12-31$300,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-448,160
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,107,362
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,555,522
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$26,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,425,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,030,853
Value of interest in common/collective trusts at end of year2015-12-31$7,197,697
Value of interest in common/collective trusts at beginning of year2015-12-31$7,107,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$142,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$55,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$55,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$77
Net investment gain or loss from common/collective trusts2015-12-31$89,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$1,063,347
Employer contributions (assets) at end of year2015-12-31$137,502
Employer contributions (assets) at beginning of year2015-12-31$268,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,094,786
Contract administrator fees2015-12-31$24,400
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$3,261,300
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,441,602
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSIER & ASSOCIATES CPAS INC
Accountancy firm EIN2015-12-31471912410
2014 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$204,507
Total unrealized appreciation/depreciation of assets2014-12-31$204,507
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$224,843
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,056
Total income from all sources (including contributions)2014-12-31$2,530,108
Total loss/gain on sale of assets2014-12-31$170,326
Total of all expenses incurred2014-12-31$1,142,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,038,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,207,177
Value of total assets at end of year2014-12-31$21,780,365
Value of total assets at beginning of year2014-12-31$20,191,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$104,065
Total interest from all sources2014-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$301,544
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$301,544
Administrative expenses professional fees incurred2014-12-31$44,239
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$16,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$6,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$213,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,293
Other income not declared elsewhere2014-12-31$130
Administrative expenses (other) incurred2014-12-31$23,722
Liabilities. Value of operating payables at end of year2014-12-31$11,603
Liabilities. Value of operating payables at beginning of year2014-12-31$14,763
Total non interest bearing cash at end of year2014-12-31$300,381
Total non interest bearing cash at beginning of year2014-12-31$150,594
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$1,387,327
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,555,522
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,168,195
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$14,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,030,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,485,299
Value of interest in common/collective trusts at end of year2014-12-31$7,107,830
Value of interest in common/collective trusts at beginning of year2014-12-31$6,436,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$55,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$25,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$25,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Net investment gain or loss from common/collective trusts2014-12-31$646,419
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$1,207,177
Employer contributions (assets) at end of year2014-12-31$268,458
Employer contributions (assets) at beginning of year2014-12-31$87,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,038,716
Contract administrator fees2014-12-31$21,600
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$500,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$329,674
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSIER & ASSOCIATES CPAS INC
Accountancy firm EIN2014-12-31471912410
2013 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-193,356
Total unrealized appreciation/depreciation of assets2013-12-31$-193,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$72,554
Total income from all sources (including contributions)2013-12-31$3,271,098
Total loss/gain on sale of assets2013-12-31$1,484,504
Total of all expenses incurred2013-12-31$1,105,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$986,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$959,070
Value of total assets at end of year2013-12-31$20,191,251
Value of total assets at beginning of year2013-12-31$18,075,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$119,478
Total interest from all sources2013-12-31$4,346
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$290,543
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$290,543
Administrative expenses professional fees incurred2013-12-31$50,049
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$6,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$47,317
Administrative expenses (other) incurred2013-12-31$27,369
Liabilities. Value of operating payables at end of year2013-12-31$14,763
Liabilities. Value of operating payables at beginning of year2013-12-31$25,237
Total non interest bearing cash at end of year2013-12-31$150,594
Total non interest bearing cash at beginning of year2013-12-31$181,682
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$2,165,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,168,195
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,002,881
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$20,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,485,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$14,545,061
Value of interest in common/collective trusts at end of year2013-12-31$6,436,412
Value of interest in common/collective trusts at beginning of year2013-12-31$3,204,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$25,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,346
Net investment gain or loss from common/collective trusts2013-12-31$725,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$959,070
Employer contributions (assets) at end of year2013-12-31$87,845
Employer contributions (assets) at beginning of year2013-12-31$127,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$986,306
Contract administrator fees2013-12-31$21,600
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$3,330,260
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,845,756
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COUCHOT, HOGENKAMP, SEVING & MOSIER
Accountancy firm EIN2013-12-31311365614
2012 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,059,625
Total unrealized appreciation/depreciation of assets2012-12-31$1,059,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$72,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,380
Total income from all sources (including contributions)2012-12-31$2,902,807
Total loss/gain on sale of assets2012-12-31$288,740
Total of all expenses incurred2012-12-31$1,020,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$903,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$962,571
Value of total assets at end of year2012-12-31$18,075,435
Value of total assets at beginning of year2012-12-31$16,207,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,124
Total interest from all sources2012-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$449,616
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$449,616
Administrative expenses professional fees incurred2012-12-31$58,439
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$230,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$47,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$70,531
Other income not declared elsewhere2012-12-31$19,644
Administrative expenses (other) incurred2012-12-31$17,708
Liabilities. Value of operating payables at end of year2012-12-31$25,237
Liabilities. Value of operating payables at beginning of year2012-12-31$15,849
Total non interest bearing cash at end of year2012-12-31$181,682
Total non interest bearing cash at beginning of year2012-12-31$194,194
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$1,882,128
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,002,881
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,120,753
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$19,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$14,545,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,072,644
Value of interest in common/collective trusts at end of year2012-12-31$3,204,581
Value of interest in common/collective trusts at beginning of year2012-12-31$2,531,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19
Net investment gain or loss from common/collective trusts2012-12-31$122,592
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$962,571
Employer contributions (assets) at end of year2012-12-31$127,021
Employer contributions (assets) at beginning of year2012-12-31$161,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$903,555
Contract administrator fees2012-12-31$21,600
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$1,160,100
Aggregate carrying amount (costs) on sale of assets2012-12-31$871,360
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31COUCHOT, HOGENKAMP, SEVING & MOSIER
Accountancy firm EIN2012-12-31311365614
2011 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-859,457
Total unrealized appreciation/depreciation of assets2011-12-31$-859,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$86,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,632
Total income from all sources (including contributions)2011-12-31$1,206,500
Total loss/gain on sale of assets2011-12-31$293,821
Total of all expenses incurred2011-12-31$965,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$844,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,127,159
Value of total assets at end of year2011-12-31$16,207,133
Value of total assets at beginning of year2011-12-31$15,897,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$120,526
Total interest from all sources2011-12-31$87,672
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$322,449
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$322,449
Administrative expenses professional fees incurred2011-12-31$60,236
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$171,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$230,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$70,531
Other income not declared elsewhere2011-12-31$41,067
Administrative expenses (other) incurred2011-12-31$18,940
Liabilities. Value of operating payables at end of year2011-12-31$15,849
Liabilities. Value of operating payables at beginning of year2011-12-31$17,632
Total non interest bearing cash at end of year2011-12-31$194,194
Total non interest bearing cash at beginning of year2011-12-31$181,101
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$241,170
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,120,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,879,583
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$19,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,072,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,204,487
Interest earned on other investments2011-12-31$58,245
Value of interest in common/collective trusts at end of year2011-12-31$2,531,989
Value of interest in common/collective trusts at beginning of year2011-12-31$2,438,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$29,427
Net investment gain or loss from common/collective trusts2011-12-31$193,789
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$955,316
Employer contributions (assets) at end of year2011-12-31$161,711
Employer contributions (assets) at beginning of year2011-12-31$72,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$844,804
Contract administrator fees2011-12-31$21,600
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$1,474,991
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,181,170
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COUCHOT, HOGENKAMP, SEVING & MOSIER
Accountancy firm EIN2011-12-31311365614
2010 : LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,368,781
Total unrealized appreciation/depreciation of assets2010-12-31$1,368,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,647
Total income from all sources (including contributions)2010-12-31$2,537,330
Total loss/gain on sale of assets2010-12-31$-6,356
Total of all expenses incurred2010-12-31$836,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$735,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$821,039
Value of total assets at end of year2010-12-31$15,897,215
Value of total assets at beginning of year2010-12-31$14,186,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$100,914
Total interest from all sources2010-12-31$246
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$251,410
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$251,410
Administrative expenses professional fees incurred2010-12-31$35,872
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,929
Other income not declared elsewhere2010-12-31$716
Administrative expenses (other) incurred2010-12-31$20,427
Liabilities. Value of operating payables at end of year2010-12-31$17,632
Liabilities. Value of operating payables at beginning of year2010-12-31$7,647
Total non interest bearing cash at end of year2010-12-31$181,101
Total non interest bearing cash at beginning of year2010-12-31$193,199
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$1,701,218
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,879,583
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,178,365
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$29,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,204,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,236,143
Value of interest in common/collective trusts at end of year2010-12-31$2,438,199
Value of interest in common/collective trusts at beginning of year2010-12-31$1,694,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$246
Net investment gain or loss from common/collective trusts2010-12-31$101,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$821,039
Employer contributions (assets) at end of year2010-12-31$72,692
Employer contributions (assets) at beginning of year2010-12-31$59,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$735,198
Contract administrator fees2010-12-31$15,000
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
Aggregate proceeds on sale of assets2010-12-31$8,066,489
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,072,845
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COUCHOT, HOGENKAMP, SEVING & MOSIER
Accountancy firm EIN2010-12-31311365614

Form 5500 Responses for LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN

2022: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION NO. 32 IBEW-NECA PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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