401k Plan data: IBEW LOCAL 972 VACATION FUND plan

IBEW LOCAL 972 VACATION FUND 401k Plan overview

Plan Name	IBEW LOCAL 972 VACATION FUND
Plan identification number	501

IBEW LOCAL 972 VACATION FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Other welfare benefit cover

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name: JOINT BOARD OF TRUSTEES

Employer identification number (EIN): 319658899

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 972 VACATION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2019-01-01
501 2018-01-01
501 2017-01-01 BETH RING
501 2016-01-01 JOHN GALLOWAY
501 2015-01-01 JOHN GALLOWAY
501 2014-01-01 KIMBERLY WOOD JOHN GALLOWAY 2015-09-25
501 2013-01-01 KIMBERLY WOOD JOHN GALLOWAY 2014-10-09
501 2012-01-01 JOHN GALLOWAY KIMBERLY WOOD 2013-10-15
501 2011-01-01 JOHN GALLOWAY KIMBERLY WOOD 2012-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2019-01-01
501	2018-01-01
501	2017-01-01	BETH RING
501	2016-01-01	JOHN GALLOWAY
501	2015-01-01	JOHN GALLOWAY
501	2014-01-01	KIMBERLY WOOD	JOHN GALLOWAY	2015-09-25
501	2013-01-01	KIMBERLY WOOD	JOHN GALLOWAY	2014-10-09
501	2012-01-01	JOHN GALLOWAY	KIMBERLY WOOD	2013-10-15
501	2011-01-01	JOHN GALLOWAY	KIMBERLY WOOD	2012-10-12

Plan Statistics for IBEW LOCAL 972 VACATION FUND

401k plan membership statisitcs for IBEW LOCAL 972 VACATION FUND

Measure Date Value
2019: IBEW LOCAL 972 VACATION FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 254
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 254
Total participants 2019-01-01 254
Number of employers contributing to the scheme 2019-01-01 31
2018: IBEW LOCAL 972 VACATION FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 311
Total of all active and inactive participants 2018-01-01 311
Total participants 2018-01-01 311
Number of employers contributing to the scheme 2018-01-01 35
2017: IBEW LOCAL 972 VACATION FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 318
Total of all active and inactive participants 2017-01-01 318
Total participants 2017-01-01 318
Number of employers contributing to the scheme 2017-01-01 33
2016: IBEW LOCAL 972 VACATION FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 307
Total of all active and inactive participants 2016-01-01 307
Total participants 2016-01-01 307
Number of employers contributing to the scheme 2016-01-01 23
2015: IBEW LOCAL 972 VACATION FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 334
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 321
Total of all active and inactive participants 2015-01-01 321
Total participants 2015-01-01 321
Number of employers contributing to the scheme 2015-01-01 23
2014: IBEW LOCAL 972 VACATION FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 334
Total of all active and inactive participants 2014-01-01 334
Total participants 2014-01-01 334
Number of employers contributing to the scheme 2014-01-01 15
2013: IBEW LOCAL 972 VACATION FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 330
Total of all active and inactive participants 2013-01-01 330
Total participants 2013-01-01 330
Number of employers contributing to the scheme 2013-01-01 15
2012: IBEW LOCAL 972 VACATION FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 265
Total of all active and inactive participants 2012-01-01 265
Total participants 2012-01-01 265
Number of employers contributing to the scheme 2012-01-01 16
2011: IBEW LOCAL 972 VACATION FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 262
Total of all active and inactive participants 2011-01-01 262
Total participants 2011-01-01 262
Number of employers contributing to the scheme 2011-01-01 15

Measure	Date	Value
2019: IBEW LOCAL 972 VACATION FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	254
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	254
Total participants	2019-01-01	254
Number of employers contributing to the scheme	2019-01-01	31
2018: IBEW LOCAL 972 VACATION FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	311
Total of all active and inactive participants	2018-01-01	311
Total participants	2018-01-01	311
Number of employers contributing to the scheme	2018-01-01	35
2017: IBEW LOCAL 972 VACATION FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	318
Total of all active and inactive participants	2017-01-01	318
Total participants	2017-01-01	318
Number of employers contributing to the scheme	2017-01-01	33
2016: IBEW LOCAL 972 VACATION FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	307
Total of all active and inactive participants	2016-01-01	307
Total participants	2016-01-01	307
Number of employers contributing to the scheme	2016-01-01	23
2015: IBEW LOCAL 972 VACATION FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	334
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	321
Total of all active and inactive participants	2015-01-01	321
Total participants	2015-01-01	321
Number of employers contributing to the scheme	2015-01-01	23
2014: IBEW LOCAL 972 VACATION FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	334
Total of all active and inactive participants	2014-01-01	334
Total participants	2014-01-01	334
Number of employers contributing to the scheme	2014-01-01	15
2013: IBEW LOCAL 972 VACATION FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	330
Total of all active and inactive participants	2013-01-01	330
Total participants	2013-01-01	330
Number of employers contributing to the scheme	2013-01-01	15
2012: IBEW LOCAL 972 VACATION FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	265
Total of all active and inactive participants	2012-01-01	265
Total participants	2012-01-01	265
Number of employers contributing to the scheme	2012-01-01	16
2011: IBEW LOCAL 972 VACATION FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	262
Total of all active and inactive participants	2011-01-01	262
Total participants	2011-01-01	262
Number of employers contributing to the scheme	2011-01-01	15

Financial Data on IBEW LOCAL 972 VACATION FUND

Measure	Date	Value
2019 : IBEW LOCAL 972 VACATION FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$533
Total income from all sources (including contributions)	2019-12-31	$1,959,241
Total income from all sources (including contributions)	2019-12-31	$1,959,241
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,822,665
Total of all expenses incurred	2019-12-31	$1,822,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,799,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,799,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,936,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,936,704
Value of total assets at end of year	2019-12-31	$1,928,290
Value of total assets at end of year	2019-12-31	$1,928,290
Value of total assets at beginning of year	2019-12-31	$1,791,691
Value of total assets at beginning of year	2019-12-31	$1,791,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,950
Total interest from all sources	2019-12-31	$22,537
Total interest from all sources	2019-12-31	$22,537
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$9,020
Administrative expenses professional fees incurred	2019-12-31	$9,020
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$2,141
Administrative expenses (other) incurred	2019-12-31	$2,141
Liabilities. Value of operating payables at end of year	2019-12-31	$556
Liabilities. Value of operating payables at end of year	2019-12-31	$556
Liabilities. Value of operating payables at beginning of year	2019-12-31	$533
Liabilities. Value of operating payables at beginning of year	2019-12-31	$533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$136,576
Value of net income/loss	2019-12-31	$136,576
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,927,734
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,927,734
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,791,158
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,791,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,778,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,778,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,662,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,662,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,662,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,662,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$22,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,936,704
Contributions received in cash from employer	2019-12-31	$1,936,704
Employer contributions (assets) at end of year	2019-12-31	$150,140
Employer contributions (assets) at end of year	2019-12-31	$150,140
Employer contributions (assets) at beginning of year	2019-12-31	$129,135
Employer contributions (assets) at beginning of year	2019-12-31	$129,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,799,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,799,715
Contract administrator fees	2019-12-31	$11,789
Contract administrator fees	2019-12-31	$11,789
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	REA & ASSOCIATES
Accountancy firm name	2019-12-31	REA & ASSOCIATES
Accountancy firm EIN	2019-12-31	341310124
Accountancy firm EIN	2019-12-31	341310124
2018 : IBEW LOCAL 972 VACATION FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$941
Total income from all sources (including contributions)	2018-12-31	$1,819,631
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,292,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,270,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,803,361
Value of total assets at end of year	2018-12-31	$1,791,691
Value of total assets at beginning of year	2018-12-31	$2,265,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,490
Total interest from all sources	2018-12-31	$16,270
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$8,700
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$1,896
Liabilities. Value of operating payables at end of year	2018-12-31	$533
Liabilities. Value of operating payables at beginning of year	2018-12-31	$941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-473,181
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,791,158
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,264,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,662,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,067,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,067,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$16,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,803,361
Employer contributions (assets) at end of year	2018-12-31	$129,135
Employer contributions (assets) at beginning of year	2018-12-31	$197,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,270,322
Contract administrator fees	2018-12-31	$11,894
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	REA & ASSOCIATES
Accountancy firm EIN	2018-12-31	341310124
2017 : IBEW LOCAL 972 VACATION FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$495
Total income from all sources (including contributions)	2017-12-31	$2,297,572
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,472,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,449,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,292,369
Value of total assets at end of year	2017-12-31	$2,265,280
Value of total assets at beginning of year	2017-12-31	$1,439,547
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,350
Total interest from all sources	2017-12-31	$5,203
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$8,300
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$2,461
Liabilities. Value of operating payables at end of year	2017-12-31	$941
Liabilities. Value of operating payables at beginning of year	2017-12-31	$495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$825,287
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,264,339
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,439,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,067,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,310,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,310,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,292,369
Employer contributions (assets) at end of year	2017-12-31	$197,539
Employer contributions (assets) at beginning of year	2017-12-31	$129,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,449,935
Contract administrator fees	2017-12-31	$11,589
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	REA & ASSOCIATES
Accountancy firm EIN	2017-12-31	341310124
2016 : IBEW LOCAL 972 VACATION FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$456
Total income from all sources (including contributions)	2016-12-31	$1,462,687
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,022,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,002,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,457,488
Value of total assets at end of year	2016-12-31	$1,439,547
Value of total assets at beginning of year	2016-12-31	$2,998,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,991
Total interest from all sources	2016-12-31	$5,199
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$8,100
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$4
Administrative expenses (other) incurred	2016-12-31	$2,062
Liabilities. Value of operating payables at end of year	2016-12-31	$495
Liabilities. Value of operating payables at beginning of year	2016-12-31	$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,559,348
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,439,052
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,998,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,310,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,858,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,858,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$5,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,457,488
Employer contributions (assets) at end of year	2016-12-31	$129,074
Employer contributions (assets) at beginning of year	2016-12-31	$139,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,002,044
Contract administrator fees	2016-12-31	$9,829
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2016-12-31	341310124
2015 : IBEW LOCAL 972 VACATION FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$883
Total income from all sources (including contributions)	2015-12-31	$3,033,826
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,358,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,330,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,024,265
Value of total assets at end of year	2015-12-31	$2,998,856
Value of total assets at beginning of year	2015-12-31	$3,324,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$28,257
Total interest from all sources	2015-12-31	$9,561
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$8,689
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$335
Administrative expenses (other) incurred	2015-12-31	$1,826
Liabilities. Value of operating payables at end of year	2015-12-31	$456
Liabilities. Value of operating payables at beginning of year	2015-12-31	$883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-324,954
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,998,400
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,323,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,858,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,900,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,900,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$9,561
Asset value of US Government securities at beginning of year	2015-12-31	$9,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,024,265
Employer contributions (assets) at end of year	2015-12-31	$139,910
Employer contributions (assets) at beginning of year	2015-12-31	$414,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,330,523
Contract administrator fees	2015-12-31	$17,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2015-12-31	341310124
2014 : IBEW LOCAL 972 VACATION FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$667
Total income from all sources (including contributions)	2014-12-31	$3,352,295
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,940,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,917,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,346,993
Value of total assets at end of year	2014-12-31	$3,324,237
Value of total assets at beginning of year	2014-12-31	$1,912,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$23,389
Total interest from all sources	2014-12-31	$5,302
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$7,650
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$18
Administrative expenses (other) incurred	2014-12-31	$1,833
Liabilities. Value of operating payables at end of year	2014-12-31	$883
Liabilities. Value of operating payables at beginning of year	2014-12-31	$667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,411,769
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,323,354
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,911,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,900,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,694,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,694,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$5,302
Asset value of US Government securities at end of year	2014-12-31	$9,206
Asset value of US Government securities at beginning of year	2014-12-31	$7,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$3,346,993
Employer contributions (assets) at end of year	2014-12-31	$414,457
Employer contributions (assets) at beginning of year	2014-12-31	$210,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,917,137
Contract administrator fees	2014-12-31	$13,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2014-12-31	341310124
2013 : IBEW LOCAL 972 VACATION FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$740
Total income from all sources (including contributions)	2013-12-31	$1,933,641
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,411,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,392,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,931,766
Value of total assets at end of year	2013-12-31	$1,912,252
Value of total assets at beginning of year	2013-12-31	$1,390,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,138
Total interest from all sources	2013-12-31	$1,875
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$7,400
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$27
Administrative expenses (other) incurred	2013-12-31	$2,045
Liabilities. Value of operating payables at end of year	2013-12-31	$667
Liabilities. Value of operating payables at beginning of year	2013-12-31	$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$522,254
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,911,585
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,389,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,694,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,282,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,282,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,875
Asset value of US Government securities at end of year	2013-12-31	$7,626
Asset value of US Government securities at beginning of year	2013-12-31	$7,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,931,766
Employer contributions (assets) at end of year	2013-12-31	$210,387
Employer contributions (assets) at beginning of year	2013-12-31	$100,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,392,249
Contract administrator fees	2013-12-31	$9,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	REA & ASSOICATES
Accountancy firm EIN	2013-12-31	341310124
2012 : IBEW LOCAL 972 VACATION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$457
Total income from all sources (including contributions)	2012-12-31	$1,408,645
Total of all expenses incurred	2012-12-31	$1,665,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,647,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,406,388
Value of total assets at end of year	2012-12-31	$1,390,071
Value of total assets at beginning of year	2012-12-31	$1,646,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,523
Total interest from all sources	2012-12-31	$2,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$7,760
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1
Administrative expenses (other) incurred	2012-12-31	$5,406
Liabilities. Value of operating payables at end of year	2012-12-31	$740
Liabilities. Value of operating payables at beginning of year	2012-12-31	$457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-257,001
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,389,331
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,646,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,282,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,303,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,303,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2,257
Asset value of US Government securities at end of year	2012-12-31	$7,360
Asset value of US Government securities at beginning of year	2012-12-31	$177,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,406,388
Employer contributions (assets) at end of year	2012-12-31	$100,463
Employer contributions (assets) at beginning of year	2012-12-31	$165,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,647,123
Contract administrator fees	2012-12-31	$5,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	REA & ASSOCIATES
Accountancy firm EIN	2012-12-31	341310124
2011 : IBEW LOCAL 972 VACATION FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$408
Total income from all sources (including contributions)	2011-12-31	$1,652,919
Total of all expenses incurred	2011-12-31	$1,378,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,361,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,648,656
Value of total assets at end of year	2011-12-31	$1,646,789
Value of total assets at beginning of year	2011-12-31	$1,372,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$16,834
Total interest from all sources	2011-12-31	$4,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$16,133
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$3
Administrative expenses (other) incurred	2011-12-31	$701
Liabilities. Value of operating payables at end of year	2011-12-31	$457
Liabilities. Value of operating payables at beginning of year	2011-12-31	$408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$274,242
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,646,332
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,372,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,303,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,226,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,226,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$4,263
Asset value of US Government securities at end of year	2011-12-31	$177,935
Asset value of US Government securities at beginning of year	2011-12-31	$13,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,648,656
Employer contributions (assets) at end of year	2011-12-31	$165,259
Employer contributions (assets) at beginning of year	2011-12-31	$132,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,361,843
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	REA & ASSOCIATES
Accountancy firm EIN	2011-12-31	341310124

Form 5500 Responses for IBEW LOCAL 972 VACATION FUND

2019: IBEW LOCAL 972 VACATION FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LOCAL 972 VACATION FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL 972 VACATION FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL 972 VACATION FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL 972 VACATION FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL 972 VACATION FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL 972 VACATION FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL 972 VACATION FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL 972 VACATION FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOINT BOARD OF TRUSTEES
Employer identification number (EIN):	319658899
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds