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I.B.E.W. LOCAL 540 SECURITY PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL 540 SECURITY PLAN
Plan identification number 003

I.B.E.W. LOCAL 540 SECURITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

I.B.E.W. LOCAL NO. 540 SECURITY has sponsored the creation of one or more 401k plans.

Company Name:I.B.E.W. LOCAL NO. 540 SECURITY
Employer identification number (EIN):340225473
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL 540 SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01AARON BROWN
0032016-01-01DOUGLAS MATTHEWS
0032015-01-01FRED MILLER
0032014-01-01PHILIP D. WILLIAMS
0032013-01-01PHILIP WILLIAMS
0032012-01-01JENNIFER O'CONNELL
0032011-01-01BRENT FATZINGER
0032010-01-01PHILIP WILLIAMS
0032009-01-01PHILIP WILLIAMS

Plan Statistics for I.B.E.W. LOCAL 540 SECURITY PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL 540 SECURITY PLAN

Measure Date Value
2022: I.B.E.W. LOCAL 540 SECURITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01777
Total number of active participants reported on line 7a of the Form 55002022-01-01820
Number of retired or separated participants receiving benefits2022-01-0162
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01885
Number of participants with account balances2022-01-01882
Number of employers contributing to the scheme2022-01-0148
2021: I.B.E.W. LOCAL 540 SECURITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01694
Total number of active participants reported on line 7a of the Form 55002021-01-01748
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01777
Number of participants with account balances2021-01-01776
Number of employers contributing to the scheme2021-01-0161
2020: I.B.E.W. LOCAL 540 SECURITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01656
Total number of active participants reported on line 7a of the Form 55002020-01-01674
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01694
Number of participants with account balances2020-01-01693
Number of employers contributing to the scheme2020-01-0160
2019: I.B.E.W. LOCAL 540 SECURITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01635
Total number of active participants reported on line 7a of the Form 55002019-01-01645
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01656
Number of participants with account balances2019-01-01655
Number of employers contributing to the scheme2019-01-0141
2018: I.B.E.W. LOCAL 540 SECURITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01602
Total number of active participants reported on line 7a of the Form 55002018-01-01496
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01635
Number of participants with account balances2018-01-01620
Number of employers contributing to the scheme2018-01-0143
2017: I.B.E.W. LOCAL 540 SECURITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01573
Total number of active participants reported on line 7a of the Form 55002017-01-01464
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-01111
Total of all active and inactive participants2017-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01599
Number of participants with account balances2017-01-01589
Number of employers contributing to the scheme2017-01-0157
2016: I.B.E.W. LOCAL 540 SECURITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01564
Total number of active participants reported on line 7a of the Form 55002016-01-01446
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01572
Number of participants with account balances2016-01-01563
Number of employers contributing to the scheme2016-01-0141
2015: I.B.E.W. LOCAL 540 SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01571
Total number of active participants reported on line 7a of the Form 55002015-01-01436
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01560
Number of participants with account balances2015-01-01553
Number of employers contributing to the scheme2015-01-0140
2014: I.B.E.W. LOCAL 540 SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01555
Total number of active participants reported on line 7a of the Form 55002014-01-01476
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01550
Number of participants with account balances2014-01-01536
Number of employers contributing to the scheme2014-01-0138
2013: I.B.E.W. LOCAL 540 SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01546
Total number of active participants reported on line 7a of the Form 55002013-01-01455
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01535
Number of participants with account balances2013-01-01525
Number of employers contributing to the scheme2013-01-0138
2012: I.B.E.W. LOCAL 540 SECURITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01541
Total number of active participants reported on line 7a of the Form 55002012-01-01449
Number of retired or separated participants receiving benefits2012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01530
Number of participants with account balances2012-01-01519
Number of employers contributing to the scheme2012-01-0141
2011: I.B.E.W. LOCAL 540 SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01530
Total number of active participants reported on line 7a of the Form 55002011-01-01435
Number of retired or separated participants receiving benefits2011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01525
Number of participants with account balances2011-01-01513
Number of employers contributing to the scheme2011-01-0137
2010: I.B.E.W. LOCAL 540 SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01578
Total number of active participants reported on line 7a of the Form 55002010-01-01522
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01559
Number of participants with account balances2010-01-01495
Number of employers contributing to the scheme2010-01-0123
2009: I.B.E.W. LOCAL 540 SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01587
Total number of active participants reported on line 7a of the Form 55002009-01-01506
Number of retired or separated participants receiving benefits2009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-0155
Total of all active and inactive participants2009-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01578
Number of participants with account balances2009-01-01522
Number of employers contributing to the scheme2009-01-0120

Financial Data on I.B.E.W. LOCAL 540 SECURITY PLAN

Measure Date Value
2022 : I.B.E.W. LOCAL 540 SECURITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$195,902
Total unrealized appreciation/depreciation of assets2022-12-31$195,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$101,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$164,257
Total income from all sources (including contributions)2022-12-31$-8,661,897
Total of all expenses incurred2022-12-31$2,350,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,953,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,753,437
Value of total assets at end of year2022-12-31$63,195,119
Value of total assets at beginning of year2022-12-31$74,270,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$396,456
Total interest from all sources2022-12-31$54,139
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,550,738
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$3,550,738
Administrative expenses professional fees incurred2022-12-31$86,239
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$824,781
Participant contributions at end of year2022-12-31$62,888
Participant contributions at beginning of year2022-12-31$52,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$303,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$349,256
Other income not declared elsewhere2022-12-31$262,196
Administrative expenses (other) incurred2022-12-31$245,307
Liabilities. Value of operating payables at end of year2022-12-31$101,604
Liabilities. Value of operating payables at beginning of year2022-12-31$164,257
Total non interest bearing cash at end of year2022-12-31$473,653
Total non interest bearing cash at beginning of year2022-12-31$26,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,012,257
Value of net assets at end of year (total assets less liabilities)2022-12-31$63,093,515
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,105,772
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$300
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,294,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$65,170,723
Interest earned on other investments2022-12-31$54,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,811,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,506,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,478,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,928,656
Employer contributions (assets) at end of year2022-12-31$243,644
Employer contributions (assets) at beginning of year2022-12-31$164,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,953,904
Contract administrator fees2022-12-31$64,610
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2022-12-31341638235
2021 : I.B.E.W. LOCAL 540 SECURITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$164,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$156,495
Total income from all sources (including contributions)2021-12-31$14,899,386
Total of all expenses incurred2021-12-31$2,185,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,898,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,018,889
Value of total assets at end of year2021-12-31$74,270,029
Value of total assets at beginning of year2021-12-31$61,548,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$287,110
Total interest from all sources2021-12-31$9,483
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,739,798
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$4,739,798
Administrative expenses professional fees incurred2021-12-31$77,112
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,432,553
Amount contributed by the employer to the plan for this plan year2021-12-31$3,432,553
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$586,336
Participant contributions at end of year2021-12-31$52,462
Participant contributions at beginning of year2021-12-31$42,582
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$349,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$209,736
Other income not declared elsewhere2021-12-31$196,113
Administrative expenses (other) incurred2021-12-31$152,384
Liabilities. Value of operating payables at end of year2021-12-31$164,257
Liabilities. Value of operating payables at beginning of year2021-12-31$156,495
Total non interest bearing cash at end of year2021-12-31$26,309
Total non interest bearing cash at beginning of year2021-12-31$2,483
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$12,713,766
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,105,772
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,392,006
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$140
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$65,170,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$52,851,951
Interest earned on other investments2021-12-31$9,483
Value of interest in common/collective trusts at end of year2021-12-31$8,506,587
Value of interest in common/collective trusts at beginning of year2021-12-31$8,319,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,726,113
Net investment gain or loss from common/collective trusts2021-12-31$208,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,432,553
Employer contributions (assets) at end of year2021-12-31$164,692
Employer contributions (assets) at beginning of year2021-12-31$122,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,898,510
Contract administrator fees2021-12-31$57,474
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2021-12-31341638235
2020 : I.B.E.W. LOCAL 540 SECURITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$156,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$158,880
Total income from all sources (including contributions)2020-12-31$13,570,158
Total of all expenses incurred2020-12-31$2,691,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,442,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,513,096
Value of total assets at end of year2020-12-31$61,548,501
Value of total assets at beginning of year2020-12-31$50,672,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$249,257
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,899,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,899,650
Administrative expenses professional fees incurred2020-12-31$82,401
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,037,292
Amount contributed by the employer to the plan for this plan year2020-12-31$3,037,292
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$475,804
Participant contributions at end of year2020-12-31$42,582
Participant contributions at beginning of year2020-12-31$35,104
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$209,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$205,524
Other income not declared elsewhere2020-12-31$141,010
Administrative expenses (other) incurred2020-12-31$111,992
Liabilities. Value of operating payables at end of year2020-12-31$156,495
Liabilities. Value of operating payables at beginning of year2020-12-31$158,880
Total non interest bearing cash at end of year2020-12-31$2,483
Total non interest bearing cash at beginning of year2020-12-31$960
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$10,878,534
Value of net assets at end of year (total assets less liabilities)2020-12-31$61,392,006
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,513,472
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$938
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$52,851,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$44,345,554
Value of interest in common/collective trusts at end of year2020-12-31$8,319,310
Value of interest in common/collective trusts at beginning of year2020-12-31$5,915,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,802,758
Net investment gain or loss from common/collective trusts2020-12-31$213,644
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$3,037,292
Employer contributions (assets) at end of year2020-12-31$122,439
Employer contributions (assets) at beginning of year2020-12-31$169,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,442,367
Contract administrator fees2020-12-31$53,926
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2020-12-31341638235
2019 : I.B.E.W. LOCAL 540 SECURITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$158,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$117,207
Total income from all sources (including contributions)2019-12-31$12,911,393
Total of all expenses incurred2019-12-31$1,863,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,640,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,357,776
Value of total assets at end of year2019-12-31$50,672,352
Value of total assets at beginning of year2019-12-31$39,582,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$222,527
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,391
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$76,391
Administrative expenses professional fees incurred2019-12-31$83,383
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,952,678
Amount contributed by the employer to the plan for this plan year2019-12-31$2,952,678
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$405,098
Participant contributions at end of year2019-12-31$35,104
Participant contributions at beginning of year2019-12-31$35,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$205,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$199,464
Other income not declared elsewhere2019-12-31$59,656
Administrative expenses (other) incurred2019-12-31$51,464
Liabilities. Value of operating payables at end of year2019-12-31$158,880
Liabilities. Value of operating payables at beginning of year2019-12-31$117,207
Total non interest bearing cash at end of year2019-12-31$960
Total non interest bearing cash at beginning of year2019-12-31$163,786
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$11,048,340
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,513,472
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$39,465,132
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$52,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$44,345,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,091,364
Value of interest in common/collective trusts at end of year2019-12-31$5,915,638
Value of interest in common/collective trusts at beginning of year2019-12-31$5,906,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,358,122
Net investment gain or loss from common/collective trusts2019-12-31$59,448
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$2,952,678
Employer contributions (assets) at end of year2019-12-31$169,572
Employer contributions (assets) at beginning of year2019-12-31$185,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,640,526
Contract administrator fees2019-12-31$35,311
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2019-12-31341638235
2018 : I.B.E.W. LOCAL 540 SECURITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$117,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$94,429
Total income from all sources (including contributions)2018-12-31$937,697
Total of all expenses incurred2018-12-31$2,475,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,233,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,015,681
Value of total assets at end of year2018-12-31$39,582,339
Value of total assets at beginning of year2018-12-31$41,097,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$241,308
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,122,379
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$2,122,379
Administrative expenses professional fees incurred2018-12-31$53,650
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,653,831
Amount contributed by the employer to the plan for this plan year2018-12-31$2,653,831
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$361,850
Participant contributions at end of year2018-12-31$35,672
Participant contributions at beginning of year2018-12-31$34,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$199,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$96,596
Other income not declared elsewhere2018-12-31$45,000
Administrative expenses (other) incurred2018-12-31$60,871
Liabilities. Value of operating payables at end of year2018-12-31$117,207
Liabilities. Value of operating payables at beginning of year2018-12-31$94,429
Total non interest bearing cash at end of year2018-12-31$163,786
Total non interest bearing cash at beginning of year2018-12-31$367,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,537,521
Value of net assets at end of year (total assets less liabilities)2018-12-31$39,465,132
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,002,653
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$103,637
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$33,091,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,325,889
Value of interest in common/collective trusts at end of year2018-12-31$5,906,335
Value of interest in common/collective trusts at beginning of year2018-12-31$6,053,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,387,215
Net investment gain or loss from common/collective trusts2018-12-31$141,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,653,831
Employer contributions (assets) at end of year2018-12-31$185,718
Employer contributions (assets) at beginning of year2018-12-31$219,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,233,910
Contract administrator fees2018-12-31$23,150
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2018-12-31341638235
2017 : I.B.E.W. LOCAL 540 SECURITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$94,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$130,682
Total income from all sources (including contributions)2017-12-31$9,467,749
Total of all expenses incurred2017-12-31$2,477,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,252,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,987,750
Value of total assets at end of year2017-12-31$41,097,082
Value of total assets at beginning of year2017-12-31$34,143,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$225,285
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,314,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,314,004
Administrative expenses professional fees incurred2017-12-31$41,085
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,662,295
Amount contributed by the employer to the plan for this plan year2017-12-31$2,662,295
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$325,455
Participant contributions at end of year2017-12-31$34,439
Participant contributions at beginning of year2017-12-31$20,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$96,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$62,403
Other income not declared elsewhere2017-12-31$55,000
Administrative expenses (other) incurred2017-12-31$68,009
Liabilities. Value of operating payables at end of year2017-12-31$94,429
Liabilities. Value of operating payables at beginning of year2017-12-31$130,682
Total non interest bearing cash at end of year2017-12-31$367,565
Total non interest bearing cash at beginning of year2017-12-31$217,049
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$6,990,154
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,002,653
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,012,499
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$94,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,325,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,576,850
Value of interest in common/collective trusts at end of year2017-12-31$6,053,272
Value of interest in common/collective trusts at beginning of year2017-12-31$6,040,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,987,455
Net investment gain or loss from common/collective trusts2017-12-31$123,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,662,295
Employer contributions (assets) at end of year2017-12-31$219,321
Employer contributions (assets) at beginning of year2017-12-31$225,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,252,310
Contract administrator fees2017-12-31$22,075
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2017-12-31341638235
2016 : I.B.E.W. LOCAL 540 SECURITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$130,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$54,335
Total income from all sources (including contributions)2016-12-31$4,591,645
Total of all expenses incurred2016-12-31$1,908,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,740,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,425,706
Value of total assets at end of year2016-12-31$34,143,181
Value of total assets at beginning of year2016-12-31$31,383,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$167,822
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$842,665
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$842,665
Administrative expenses professional fees incurred2016-12-31$26,941
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,175,239
Amount contributed by the employer to the plan for this plan year2016-12-31$2,175,239
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$250,467
Participant contributions at end of year2016-12-31$20,270
Participant contributions at beginning of year2016-12-31$18,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$62,403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$43,683
Other income not declared elsewhere2016-12-31$25,000
Administrative expenses (other) incurred2016-12-31$37,576
Liabilities. Value of operating payables at end of year2016-12-31$130,682
Liabilities. Value of operating payables at beginning of year2016-12-31$54,335
Total non interest bearing cash at end of year2016-12-31$217,049
Total non interest bearing cash at beginning of year2016-12-31$230,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,683,088
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,012,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,329,411
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$80,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,576,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,286,299
Value of interest in common/collective trusts at end of year2016-12-31$6,040,653
Value of interest in common/collective trusts at beginning of year2016-12-31$5,636,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,184,461
Net investment gain or loss from common/collective trusts2016-12-31$113,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,175,239
Employer contributions (assets) at end of year2016-12-31$225,956
Employer contributions (assets) at beginning of year2016-12-31$168,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,740,735
Contract administrator fees2016-12-31$23,124
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2016-12-31341638235
2015 : I.B.E.W. LOCAL 540 SECURITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$54,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$60,620
Total income from all sources (including contributions)2015-12-31$2,574,628
Total of all expenses incurred2015-12-31$1,742,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,562,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,253,284
Value of total assets at end of year2015-12-31$31,383,746
Value of total assets at beginning of year2015-12-31$30,557,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$179,687
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,134,387
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$1,134,387
Administrative expenses professional fees incurred2015-12-31$19,335
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,038,560
Amount contributed by the employer to the plan for this plan year2015-12-31$2,038,560
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$214,724
Participant contributions at end of year2015-12-31$18,405
Participant contributions at beginning of year2015-12-31$11,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$43,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$36,955
Administrative expenses (other) incurred2015-12-31$11,545
Liabilities. Value of operating payables at end of year2015-12-31$54,335
Liabilities. Value of operating payables at beginning of year2015-12-31$60,620
Total non interest bearing cash at end of year2015-12-31$230,186
Total non interest bearing cash at beginning of year2015-12-31$232,813
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$832,279
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,329,411
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,497,132
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$122,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,286,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,163,493
Value of interest in common/collective trusts at end of year2015-12-31$5,636,365
Value of interest in common/collective trusts at beginning of year2015-12-31$5,986,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-923,352
Net investment gain or loss from common/collective trusts2015-12-31$110,309
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$2,038,560
Employer contributions (assets) at end of year2015-12-31$168,808
Employer contributions (assets) at beginning of year2015-12-31$126,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,562,662
Contract administrator fees2015-12-31$26,358
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2015-12-31341638235
2014 : I.B.E.W. LOCAL 540 SECURITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$60,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$42,585
Total income from all sources (including contributions)2014-12-31$4,404,335
Total of all expenses incurred2014-12-31$908,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$733,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,171,208
Value of total assets at end of year2014-12-31$30,557,752
Value of total assets at beginning of year2014-12-31$27,043,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$175,060
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,337,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,337,019
Administrative expenses professional fees incurred2014-12-31$14,702
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,961,231
Amount contributed by the employer to the plan for this plan year2014-12-31$1,961,231
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$209,977
Participant contributions at end of year2014-12-31$11,156
Participant contributions at beginning of year2014-12-31$16,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$36,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$88,428
Administrative expenses (other) incurred2014-12-31$20,007
Liabilities. Value of operating payables at end of year2014-12-31$60,620
Liabilities. Value of operating payables at beginning of year2014-12-31$42,585
Total non interest bearing cash at end of year2014-12-31$232,813
Total non interest bearing cash at beginning of year2014-12-31$194,467
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$3,495,906
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,497,132
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,001,226
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$114,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,163,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,760,754
Value of interest in common/collective trusts at end of year2014-12-31$5,986,365
Value of interest in common/collective trusts at beginning of year2014-12-31$5,848,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$796,329
Net investment gain or loss from common/collective trusts2014-12-31$99,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,961,231
Employer contributions (assets) at end of year2014-12-31$126,970
Employer contributions (assets) at beginning of year2014-12-31$135,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$733,369
Contract administrator fees2014-12-31$25,406
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2014-12-31341638235
2013 : I.B.E.W. LOCAL 540 SECURITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$42,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,782
Total income from all sources (including contributions)2013-12-31$6,679,179
Total of all expenses incurred2013-12-31$1,262,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,114,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,043,445
Value of total assets at end of year2013-12-31$27,043,811
Value of total assets at beginning of year2013-12-31$21,618,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$148,758
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$984,622
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$984,622
Administrative expenses professional fees incurred2013-12-31$12,833
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,848,743
Amount contributed by the employer to the plan for this plan year2013-12-31$1,848,743
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$194,702
Participant contributions at end of year2013-12-31$16,339
Participant contributions at beginning of year2013-12-31$21,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$88,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$57,122
Administrative expenses (other) incurred2013-12-31$12,930
Liabilities. Value of operating payables at end of year2013-12-31$42,585
Liabilities. Value of operating payables at beginning of year2013-12-31$33,782
Total non interest bearing cash at end of year2013-12-31$194,467
Total non interest bearing cash at beginning of year2013-12-31$155,111
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$5,416,295
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,001,226
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,584,931
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$97,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,760,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,248,344
Value of interest in common/collective trusts at end of year2013-12-31$5,848,612
Value of interest in common/collective trusts at beginning of year2013-12-31$5,988,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,547,597
Net investment gain or loss from common/collective trusts2013-12-31$103,515
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$1,848,743
Employer contributions (assets) at end of year2013-12-31$135,211
Employer contributions (assets) at beginning of year2013-12-31$148,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,114,126
Contract administrator fees2013-12-31$25,764
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2013-12-31341638235
2012 : I.B.E.W. LOCAL 540 SECURITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,782
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,652
Total income from all sources (including contributions)2012-12-31$4,138,095
Total of all expenses incurred2012-12-31$855,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$719,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,032,965
Value of total assets at end of year2012-12-31$21,618,713
Value of total assets at beginning of year2012-12-31$18,333,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$136,194
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$299,247
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$299,247
Administrative expenses professional fees incurred2012-12-31$17,030
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,820,848
Amount contributed by the employer to the plan for this plan year2012-12-31$1,820,848
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$212,117
Participant contributions at end of year2012-12-31$21,085
Participant contributions at beginning of year2012-12-31$13,790
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$57,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$37,249
Administrative expenses (other) incurred2012-12-31$12,987
Liabilities. Value of operating payables at end of year2012-12-31$33,782
Liabilities. Value of operating payables at beginning of year2012-12-31$31,652
Total non interest bearing cash at end of year2012-12-31$155,111
Total non interest bearing cash at beginning of year2012-12-31$143,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,282,739
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,584,931
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,302,192
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$81,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,248,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,537,807
Value of interest in common/collective trusts at end of year2012-12-31$5,988,412
Value of interest in common/collective trusts at beginning of year2012-12-31$5,484,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,669,774
Net investment gain or loss from common/collective trusts2012-12-31$136,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,820,848
Employer contributions (assets) at end of year2012-12-31$148,639
Employer contributions (assets) at beginning of year2012-12-31$116,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$719,162
Contract administrator fees2012-12-31$25,026
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2012-12-31341638235
2011 : I.B.E.W. LOCAL 540 SECURITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,519
Total income from all sources (including contributions)2011-12-31$1,730,877
Total of all expenses incurred2011-12-31$746,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$613,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,862,222
Value of total assets at end of year2011-12-31$18,333,844
Value of total assets at beginning of year2011-12-31$17,334,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$132,549
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$220,076
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$220,076
Administrative expenses professional fees incurred2011-12-31$12,613
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,676,439
Amount contributed by the employer to the plan for this plan year2011-12-31$1,676,439
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$185,783
Participant contributions at end of year2011-12-31$13,790
Participant contributions at beginning of year2011-12-31$13,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$37,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$26,640
Administrative expenses (other) incurred2011-12-31$13,360
Liabilities. Value of operating payables at end of year2011-12-31$31,652
Liabilities. Value of operating payables at beginning of year2011-12-31$17,519
Total non interest bearing cash at end of year2011-12-31$143,482
Total non interest bearing cash at beginning of year2011-12-31$131,307
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$984,740
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,302,192
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,317,452
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$81,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,537,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,002,739
Value of interest in common/collective trusts at end of year2011-12-31$5,484,605
Value of interest in common/collective trusts at beginning of year2011-12-31$5,043,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-803,913
Net investment gain or loss from common/collective trusts2011-12-31$452,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,676,439
Employer contributions (assets) at end of year2011-12-31$116,911
Employer contributions (assets) at beginning of year2011-12-31$116,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$613,588
Contract administrator fees2011-12-31$24,704
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
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 name2011-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2011-12-31341638235
2010 : I.B.E.W. LOCAL 540 SECURITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,519
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,983
Total income from all sources (including contributions)2010-12-31$3,411,194
Total of all expenses incurred2010-12-31$2,139,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,020,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,471,498
Value of total assets at end of year2010-12-31$17,334,971
Value of total assets at beginning of year2010-12-31$16,068,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$118,577
Total interest from all sources2010-12-31$17
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$178,950
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$178,950
Administrative expenses professional fees incurred2010-12-31$21,417
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,306,186
Amount contributed by the employer to the plan for this plan year2010-12-31$1,306,186
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$165,312
Participant contributions at end of year2010-12-31$13,794
Participant contributions at beginning of year2010-12-31$13,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$26,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$32,617
Other income not declared elsewhere2010-12-31$4,420
Administrative expenses (other) incurred2010-12-31$13,556
Liabilities. Value of operating payables at end of year2010-12-31$17,519
Liabilities. Value of operating payables at beginning of year2010-12-31$22,983
Total non interest bearing cash at end of year2010-12-31$131,307
Total non interest bearing cash at beginning of year2010-12-31$98,903
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$1,271,729
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,317,452
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,045,723
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$52,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,002,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,406,270
Value of interest in common/collective trusts at end of year2010-12-31$5,043,649
Value of interest in common/collective trusts at beginning of year2010-12-31$5,385,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,558,143
Net investment gain or loss from common/collective trusts2010-12-31$198,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,306,186
Employer contributions (assets) at end of year2010-12-31$116,842
Employer contributions (assets) at beginning of year2010-12-31$132,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,020,888
Contract administrator fees2010-12-31$30,903
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31YURCHYK & DAVIS CPAS, INC.
Accountancy firm EIN2010-12-31341638235
2009 : I.B.E.W. LOCAL 540 SECURITY PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$1,442,831
Amount contributed by the employer to the plan for this plan year2009-12-31$1,442,831

Form 5500 Responses for I.B.E.W. LOCAL 540 SECURITY PLAN

2022: I.B.E.W. LOCAL 540 SECURITY 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL 540 SECURITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL 540 SECURITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL 540 SECURITY 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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: I.B.E.W. LOCAL 540 SECURITY 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

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781352-01
Policy instance 1
Insurance contract or identification number781352-01
Number of Individuals Covered885
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63100 - 1
Policy instance 1
Insurance contract or identification number63100 - 1
Number of Individuals Covered776
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63100 - 1
Policy instance 1
Insurance contract or identification number63100 - 1
Number of Individuals Covered693
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number63100 - 1
Policy instance 1
Insurance contract or identification number63100 - 1
Number of Individuals Covered655
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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