401k Plan data: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN plan

IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 401k Plan overview

Plan Name	IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN
Plan identification number	002

IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

IBEW LOCAL UNION 129 has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL UNION 129

Employer identification number (EIN): 341414182

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2014-01-01
002 2014-01-01 LOU GRASSO
002 2013-01-01 LOU GRASSO
002 2012-01-01 LOU GRASSO
002 2011-01-01 LOU GRASSO

Plan Statistics for IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN

401k plan membership statisitcs for IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN

Measure Date Value
2022: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 370
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 13
Total of all active and inactive participants 2022-01-01 384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 384
Number of participants with account balances 2022-01-01 381
Number of employers contributing to the scheme 2022-01-01 42
2021: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 352
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 370
Number of participants with account balances 2021-01-01 363
Number of employers contributing to the scheme 2021-01-01 26
2020: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 335
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 353
Number of participants with account balances 2020-01-01 346
Number of employers contributing to the scheme 2020-01-01 35
2019: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 335
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 347
Number of participants with account balances 2019-01-01 342
Number of employers contributing to the scheme 2019-01-01 35
2018: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 330
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 340
Number of participants with account balances 2018-01-01 335
Number of employers contributing to the scheme 2018-01-01 40
2017: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 333
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 338
Number of participants with account balances 2017-01-01 332
Number of employers contributing to the scheme 2017-01-01 39
2016: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 333
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 336
Number of participants with account balances 2016-01-01 332
Number of employers contributing to the scheme 2016-01-01 39
2015: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 348
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 348
Number of participants with account balances 2015-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 34
2014: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 328
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 328
Number of participants with account balances 2014-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 34
2013: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 297
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 298
Number of participants with account balances 2013-01-01 298
Number of employers contributing to the scheme 2013-01-01 33
2012: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 327
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 327
Number of employers contributing to the scheme 2012-01-01 33
2011: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 331
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 346
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 346
Number of employers contributing to the scheme 2011-01-01 33

Measure	Date	Value
2022: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	370
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	13
Total of all active and inactive participants	2022-01-01	384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	384
Number of participants with account balances	2022-01-01	381
Number of employers contributing to the scheme	2022-01-01	42
2021: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	352
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	370
Number of participants with account balances	2021-01-01	363
Number of employers contributing to the scheme	2021-01-01	26
2020: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	335
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	353
Number of participants with account balances	2020-01-01	346
Number of employers contributing to the scheme	2020-01-01	35
2019: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	335
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	347
Number of participants with account balances	2019-01-01	342
Number of employers contributing to the scheme	2019-01-01	35
2018: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	330
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	340
Number of participants with account balances	2018-01-01	335
Number of employers contributing to the scheme	2018-01-01	40
2017: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	333
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	338
Number of participants with account balances	2017-01-01	332
Number of employers contributing to the scheme	2017-01-01	39
2016: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	333
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	336
Number of participants with account balances	2016-01-01	332
Number of employers contributing to the scheme	2016-01-01	39
2015: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	348
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	348
Number of participants with account balances	2015-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	34
2014: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	328
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	328
Number of participants with account balances	2014-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	34
2013: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	297
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	298
Number of participants with account balances	2013-01-01	298
Number of employers contributing to the scheme	2013-01-01	33
2012: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	327
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	327
Number of employers contributing to the scheme	2012-01-01	33
2011: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	331
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	346
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	346
Number of employers contributing to the scheme	2011-01-01	33

Financial Data on IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN

Measure	Date	Value
2022 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-7,077,616
Total of all expenses incurred	2022-12-31	$3,842,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,803,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,532,100
Value of total assets at end of year	2022-12-31	$42,269,712
Value of total assets at beginning of year	2022-12-31	$53,189,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,335
Total interest from all sources	2022-12-31	$31,625
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,447,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,447,386
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$629,949
Participant contributions at beginning of year	2022-12-31	$573,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-10,920,090
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$42,269,712
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$53,189,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$36,429,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$47,824,927
Interest on participant loans	2022-12-31	$31,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,210,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,791,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,088,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,532,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,803,139
Contract administrator fees	2022-12-31	$39,335
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BODINE PERRY, PLLC
Accountancy firm EIN	2022-12-31	833033790
2021 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$8,319,326
Total of all expenses incurred	2021-12-31	$1,604,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,568,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,294,648
Value of total assets at end of year	2021-12-31	$53,189,802
Value of total assets at beginning of year	2021-12-31	$46,475,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,907
Total interest from all sources	2021-12-31	$20,714
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,144,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,144,874
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$573,709
Participant contributions at beginning of year	2021-12-31	$419,142
Administrative expenses (other) incurred	2021-12-31	$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,714,773
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$53,189,802
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,475,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$47,824,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$41,849,640
Interest on participant loans	2021-12-31	$20,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,791,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,206,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,859,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,294,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,568,646
Contract administrator fees	2021-12-31	$35,781
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BODINE PERRY, PLLC
Accountancy firm EIN	2021-12-31	833033790
2020 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$8,894,077
Total of all expenses incurred	2020-12-31	$2,921,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,879,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,152,901
Value of total assets at end of year	2020-12-31	$46,475,029
Value of total assets at beginning of year	2020-12-31	$40,502,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$41,964
Total interest from all sources	2020-12-31	$22,749
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,278,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,278,553
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$419,142
Participant contributions at beginning of year	2020-12-31	$523,545
Administrative expenses (other) incurred	2020-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,972,453
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,475,029
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$40,502,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$41,849,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$36,613,196
Interest on participant loans	2020-12-31	$22,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,206,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,365,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,439,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,152,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,879,660
Contract administrator fees	2020-12-31	$41,839
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BODINE PERRY LLC
Accountancy firm EIN	2020-12-31	412028444
2019 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$8,042,063
Total of all expenses incurred	2019-12-31	$931,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$888,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,312,851
Value of total assets at end of year	2019-12-31	$40,502,576
Value of total assets at beginning of year	2019-12-31	$33,392,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,352
Total interest from all sources	2019-12-31	$19,432
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,464,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,464,243
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
Participant contributions at end of year	2019-12-31	$523,545
Participant contributions at beginning of year	2019-12-31	$286,812
Administrative expenses (other) incurred	2019-12-31	$125
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	$7,110,500
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,502,576
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,392,076
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$36,613,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$29,945,018
Interest on participant loans	2019-12-31	$19,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,365,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,160,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,245,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	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
Contributions received in cash from employer	2019-12-31	$1,312,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$888,211
Contract administrator fees	2019-12-31	$43,227
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BODINE PERRY LLC
Accountancy firm EIN	2019-12-31	412028444
2018 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-572,390
Total of all expenses incurred	2018-12-31	$836,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$793,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,145,437
Value of total assets at end of year	2018-12-31	$33,392,076
Value of total assets at beginning of year	2018-12-31	$34,800,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$42,384
Total interest from all sources	2018-12-31	$1,434
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,686,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,686,583
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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
Participant contributions at end of year	2018-12-31	$286,812
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	$-1,408,753
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,392,076
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$34,800,829
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 in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$29,945,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$34,800,829
Interest on participant loans	2018-12-31	$1,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,160,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,405,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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	$1,145,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$793,979
Contract administrator fees	2018-12-31	$42,384
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	BODINE PERRY LLC
Accountancy firm EIN	2018-12-31	412028444
2017 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,346,046
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$610,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$570,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,237,495
Value of total assets at end of year	2017-12-31	$34,800,829
Value of total assets at beginning of year	2017-12-31	$29,065,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$40,474
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,081,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,081,672
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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
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	$5,735,062
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$34,800,829
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,065,767
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 in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$34,800,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$29,065,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,026,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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	$1,237,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$570,510
Contract administrator fees	2017-12-31	$40,474
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ALAN JANUZZI, CPA
Accountancy firm EIN	2017-12-31	341631968
2016 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,155,329
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$791,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$751,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,239,568
Value of total assets at end of year	2016-12-31	$29,065,767
Value of total assets at beginning of year	2016-12-31	$26,702,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$39,984
Total interest from all sources	2016-12-31	$41,012
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,874,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,874,749
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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
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	$2,363,542
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,065,767
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,702,225
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 in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$29,065,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$26,702,225
Interest earned on other investments	2016-12-31	$41,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$1,239,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$751,803
Contract administrator fees	2016-12-31	$39,984
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ALAN JANUZZI, CPA
Accountancy firm EIN	2016-12-31	341631968
2015 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,083,362
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,227,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,134,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,140,184
Value of total assets at end of year	2015-12-31	$26,702,225
Value of total assets at beginning of year	2015-12-31	$26,846,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$93,486
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,869,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,869,395
Administrative expenses professional fees incurred	2015-12-31	$45,473
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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
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	$-144,538
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,702,225
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$26,846,763
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 in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$26,702,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$26,846,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,926,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$1,140,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,134,414
Contract administrator fees	2015-12-31	$48,013
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ALAN JANUZZI, CPA
Accountancy firm EIN	2015-12-31	341631968
2014 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$3,006,293
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,565,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,515,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,160,001
Value of total assets at end of year	2014-12-31	$26,846,763
Value of total assets at beginning of year	2014-12-31	$25,405,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$50,069
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,769,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,769,049
Administrative expenses professional fees incurred	2014-12-31	$17,874
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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
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	$1,441,091
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$26,846,763
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,405,672
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 in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$26,846,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$25,405,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$77,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$1,160,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,515,133
Contract administrator fees	2014-12-31	$32,195
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ALAN JANUZZI, CPA
Accountancy firm EIN	2014-12-31	341631968
2013 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,477,580
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$649,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$590,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,137,287
Value of total assets at end of year	2013-12-31	$25,405,672
Value of total assets at beginning of year	2013-12-31	$20,577,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$58,881
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,105,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,105,626
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
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
Administrative expenses (other) incurred	2013-12-31	$58,881
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	$4,828,557
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,405,672
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,577,115
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 in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$25,405,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$20,577,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,234,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$1,137,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$590,142
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	ALAN JANUZZI, CPA
Accountancy firm EIN	2013-12-31	341631968
2012 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,537,844
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$517,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$465,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,172,774
Value of total assets at end of year	2012-12-31	$20,577,115
Value of total assets at beginning of year	2012-12-31	$17,556,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$52,339
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$470,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$470,877
Administrative expenses professional fees incurred	2012-12-31	$52,339
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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
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	$3,020,284
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,577,115
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,556,831
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 in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$20,577,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$17,556,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,894,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$1,172,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$465,221
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	ALAN JANUZZI, CPA
Accountancy firm EIN	2012-12-31	341631968
2011 : IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,079,507
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$310,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$257,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,366,941
Value of total assets at end of year	2011-12-31	$17,556,831
Value of total assets at beginning of year	2011-12-31	$16,788,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$52,920
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$386,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$386,624
Administrative expenses professional fees incurred	2011-12-31	$52,920
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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
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	$768,786
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,556,831
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$16,788,045
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 in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$17,556,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,788,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-674,058
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	$1,366,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$257,801
Did the plan have assets held for investment	2011-12-31	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	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	ALAN JANUZZI, CPA
Accountancy firm EIN	2011-12-31	341631968

Form 5500 Responses for IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN

2022: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	Yes
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	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 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	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL 129 PROFIT SHARING ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

780824-01

Policy instance

Insurance contract or identification number	780824-01
Number of Individuals Covered	381
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

MR 61791-1

Policy instance

Insurance contract or identification number	MR 61791-1
Number of Individuals Covered	363
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

MR 61791-1

Policy instance

Insurance contract or identification number	MR 61791-1
Number of Individuals Covered	346
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

MR 61791-1

Policy instance

Insurance contract or identification number	MR 61791-1
Number of Individuals Covered	338
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

MR 61791-1

Policy instance

Insurance contract or identification number	MR 61791-1
Number of Individuals Covered	338
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 number

MR 61791-1

Policy instance

Insurance contract or identification number	MR 61791-1
Number of Individuals Covered	205
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	IBEW LOCAL UNION 129
Employer identification number (EIN):	341414182
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds