?>
Logo

IBEW LOCAL 38 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameIBEW LOCAL 38 401(K) RETIREMENT PLAN
Plan identification number 001

IBEW LOCAL 38 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

IBEW LOCAL 38 401(K) RETIREMENT PL has sponsored the creation of one or more 401k plans.

Company Name:IBEW LOCAL 38 401(K) RETIREMENT PL
Employer identification number (EIN):341619944
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 38 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL MUZIC THOMAS SHREVES2018-10-15
0012016-01-01MICHAEL MUZIC, UNION TRUSTEE THOMAS W. SHREVES, EMPLOYER TRUSTEE2017-10-16
0012015-01-01WALTER O'MALLEY, UNION TRUSTEE THOMAS W. SHREVES, EMPLOYER TRUSTEE2016-10-14
0012014-01-01WALTER O'MALLEY, UNION TRUSTEE THOMAS W. SHREVES, EMPLOYER TRUSTEE2015-10-13
0012013-01-01WALTER O'MALLEY, UNION TRUSTEE THOMAS W. SHREVES, EMPLOYER TRUSTEE2014-10-09
0012012-01-01WALTER O'MALLEY, UNION TRUSTEE THOMAS W. SHREVES, EMPLOYER TRUSTEE2013-10-10
0012011-01-01WALTER O'MALLEY, UNION TRUSTEE THOMAS W. SHREVES, EMPLOYER TRUSTEE2012-09-27
0012009-01-01WALTER O'MALLEY, UNION TRUSTEE R.L. NEWCOMER, EMPLOYER TRUSTEE2010-10-06

Plan Statistics for IBEW LOCAL 38 401(K) RETIREMENT PLAN

401k plan membership statisitcs for IBEW LOCAL 38 401(K) RETIREMENT PLAN

Measure Date Value
2022: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,095
Total number of active participants reported on line 7a of the Form 55002022-01-011,695
Number of retired or separated participants receiving benefits2022-01-0150
Number of other retired or separated participants entitled to future benefits2022-01-01355
Total of all active and inactive participants2022-01-012,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0121
Total participants2022-01-012,121
Number of participants with account balances2022-01-012,121
Number of employers contributing to the scheme2022-01-01103
2021: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,265
Total number of active participants reported on line 7a of the Form 55002021-01-011,610
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-01417
Total of all active and inactive participants2021-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-012,095
Number of participants with account balances2021-01-012,095
Number of employers contributing to the scheme2021-01-01109
2020: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,244
Total number of active participants reported on line 7a of the Form 55002020-01-012,064
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-012,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-012,265
Number of participants with account balances2020-01-011,912
Number of employers contributing to the scheme2020-01-01104
2019: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,317
Total number of active participants reported on line 7a of the Form 55002019-01-012,088
Number of retired or separated participants receiving benefits2019-01-0153
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-012,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-012,244
Number of participants with account balances2019-01-011,334
Number of employers contributing to the scheme2019-01-01146
2018: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,997
Total number of active participants reported on line 7a of the Form 55002018-01-012,164
Number of retired or separated participants receiving benefits2018-01-0152
Number of other retired or separated participants entitled to future benefits2018-01-0190
Total of all active and inactive participants2018-01-012,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-012,317
Number of participants with account balances2018-01-011,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01112
2017: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,326
Total number of active participants reported on line 7a of the Form 55002017-01-011,848
Number of retired or separated participants receiving benefits2017-01-0149
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-011,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-011,997
Number of participants with account balances2017-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01112
2016: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,343
Total number of active participants reported on line 7a of the Form 55002016-01-012,192
Number of retired or separated participants receiving benefits2016-01-0163
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-012,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,326
Number of participants with account balances2016-01-011,210
Number of employers contributing to the scheme2016-01-01112
2015: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,354
Total number of active participants reported on line 7a of the Form 55002015-01-012,207
Number of retired or separated participants receiving benefits2015-01-0162
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-012,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-012,343
Number of participants with account balances2015-01-011,202
Number of employers contributing to the scheme2015-01-01114
2014: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,223
Total number of active participants reported on line 7a of the Form 55002014-01-012,224
Number of retired or separated participants receiving benefits2014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-012,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,354
Number of participants with account balances2014-01-011,168
Number of employers contributing to the scheme2014-01-01126
2013: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,244
Total number of active participants reported on line 7a of the Form 55002013-01-012,096
Number of retired or separated participants receiving benefits2013-01-0156
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-012,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,223
Number of participants with account balances2013-01-011,154
Number of employers contributing to the scheme2013-01-01126
2012: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,255
Total number of active participants reported on line 7a of the Form 55002012-01-011,118
Number of retired or separated participants receiving benefits2012-01-0157
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,244
Number of participants with account balances2012-01-011,161
Number of employers contributing to the scheme2012-01-01109
2011: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,269
Total number of active participants reported on line 7a of the Form 55002011-01-011,144
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,255
Number of participants with account balances2011-01-011,174
Number of employers contributing to the scheme2011-01-01119
2009: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,311
Total number of active participants reported on line 7a of the Form 55002009-01-011,167
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-01102
Total of all active and inactive participants2009-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,283
Number of participants with account balances2009-01-011,205
Number of employers contributing to the scheme2009-01-01106

Financial Data on IBEW LOCAL 38 401(K) RETIREMENT PLAN

Measure Date Value
2022 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$434,012
Total unrealized appreciation/depreciation of assets2022-12-31$434,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$230,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,675
Total income from all sources (including contributions)2022-12-31$-7,191,304
Total of all expenses incurred2022-12-31$9,389,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,775,257
Expenses. Certain deemed distributions of participant loans2022-12-31$56,213
Value of total corrective distributions2022-12-31$33,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,655,913
Value of total assets at end of year2022-12-31$127,686,539
Value of total assets at beginning of year2022-12-31$144,054,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$524,854
Total interest from all sources2022-12-31$40,022
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$448,205
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$448,205
Administrative expenses professional fees incurred2022-12-31$22,672
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$5,988,268
Participant contributions at end of year2022-12-31$1,736,944
Participant contributions at beginning of year2022-12-31$1,571,987
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$111,225
Other income not declared elsewhere2022-12-31$127,403
Administrative expenses (other) incurred2022-12-31$351,013
Liabilities. Value of operating payables at end of year2022-12-31$230,669
Liabilities. Value of operating payables at beginning of year2022-12-31$17,675
Total non interest bearing cash at end of year2022-12-31$6,115
Total non interest bearing cash at beginning of year2022-12-31$128,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,580,700
Value of net assets at end of year (total assets less liabilities)2022-12-31$127,455,870
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,036,570
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,807,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,201,603
Value of interest in pooled separate accounts at end of year2022-12-31$25,227,602
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,661,011
Interest on participant loans2022-12-31$40,022
Value of interest in common/collective trusts at end of year2022-12-31$78,797,250
Value of interest in common/collective trusts at beginning of year2022-12-31$92,490,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$74
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$74
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,455,881
Net investment gain or loss from common/collective trusts2022-12-31$-14,440,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,667,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,775,257
Contract administrator fees2022-12-31$111,169
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 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,762
Total income from all sources (including contributions)2021-12-31$21,607,890
Total of all expenses incurred2021-12-31$9,420,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,117,867
Expenses. Certain deemed distributions of participant loans2021-12-31$48,290
Value of total corrective distributions2021-12-31$14,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,321,535
Value of total assets at end of year2021-12-31$144,054,245
Value of total assets at beginning of year2021-12-31$131,865,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,122
Total interest from all sources2021-12-31$455,352
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$508,380
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$508,380
Administrative expenses professional fees incurred2021-12-31$23,604
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,314,036
Participant contributions at end of year2021-12-31$1,571,987
Participant contributions at beginning of year2021-12-31$1,388,437
Administrative expenses (other) incurred2021-12-31$54,682
Liabilities. Value of operating payables at end of year2021-12-31$17,675
Liabilities. Value of operating payables at beginning of year2021-12-31$16,762
Total non interest bearing cash at end of year2021-12-31$128,967
Total non interest bearing cash at beginning of year2021-12-31$332,310
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$12,187,471
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,036,570
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,849,099
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,201,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,384,848
Value of interest in pooled separate accounts at end of year2021-12-31$24,661,011
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,810,211
Interest on participant loans2021-12-31$44,511
Interest earned on other investments2021-12-31$410,841
Value of interest in common/collective trusts at end of year2021-12-31$92,490,603
Value of interest in common/collective trusts at beginning of year2021-12-31$81,949,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$74
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$74
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,184,899
Net investment gain or loss from common/collective trusts2021-12-31$10,137,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$3,007,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,117,867
Contract administrator fees2021-12-31$121,836
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 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$445,470
Total unrealized appreciation/depreciation of assets2020-12-31$445,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,762
Total income from all sources (including contributions)2020-12-31$17,498,243
Total of all expenses incurred2020-12-31$8,677,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,281,413
Expenses. Certain deemed distributions of participant loans2020-12-31$115,536
Value of total corrective distributions2020-12-31$46,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,822,117
Value of total assets at end of year2020-12-31$131,865,861
Value of total assets at beginning of year2020-12-31$123,028,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$234,410
Total interest from all sources2020-12-31$48,389
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$572,053
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$572,053
Administrative expenses professional fees incurred2020-12-31$28,231
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,513,095
Participant contributions at end of year2020-12-31$1,388,437
Participant contributions at beginning of year2020-12-31$1,306,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$8,049
Other income not declared elsewhere2020-12-31$21,519
Administrative expenses (other) incurred2020-12-31$47,149
Liabilities. Value of operating payables at end of year2020-12-31$16,762
Total non interest bearing cash at end of year2020-12-31$332,310
Total non interest bearing cash at beginning of year2020-12-31$579,884
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$8,820,696
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,849,099
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$123,028,403
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,384,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,704,011
Value of interest in pooled separate accounts at end of year2020-12-31$27,810,211
Value of interest in pooled separate accounts at beginning of year2020-12-31$23,779,693
Interest on participant loans2020-12-31$48,389
Value of interest in common/collective trusts at end of year2020-12-31$81,949,981
Value of interest in common/collective trusts at beginning of year2020-12-31$78,649,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,623,128
Net investment gain or loss from common/collective trusts2020-12-31$8,965,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,309,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,281,413
Contract administrator fees2020-12-31$119,030
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 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$21,074,319
Total income from all sources (including contributions)2019-12-31$21,074,319
Total of all expenses incurred2019-12-31$5,929,086
Total of all expenses incurred2019-12-31$5,929,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,520,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,520,806
Expenses. Certain deemed distributions of participant loans2019-12-31$129,242
Expenses. Certain deemed distributions of participant loans2019-12-31$129,242
Value of total corrective distributions2019-12-31$24,755
Value of total corrective distributions2019-12-31$24,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,727,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,727,424
Value of total assets at end of year2019-12-31$123,028,403
Value of total assets at end of year2019-12-31$123,028,403
Value of total assets at beginning of year2019-12-31$107,883,170
Value of total assets at beginning of year2019-12-31$107,883,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254,283
Total interest from all sources2019-12-31$499,325
Total interest from all sources2019-12-31$499,325
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$493,851
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$493,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$493,851
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$493,851
Administrative expenses professional fees incurred2019-12-31$20,082
Administrative expenses professional fees incurred2019-12-31$20,082
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,727,424
Contributions received from participants2019-12-31$4,727,424
Participant contributions at end of year2019-12-31$1,306,968
Participant contributions at end of year2019-12-31$1,306,968
Participant contributions at beginning of year2019-12-31$1,430,643
Participant contributions at beginning of year2019-12-31$1,430,643
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$8,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,386
Other income not declared elsewhere2019-12-31$84,399
Other income not declared elsewhere2019-12-31$84,399
Administrative expenses (other) incurred2019-12-31$87,832
Administrative expenses (other) incurred2019-12-31$87,832
Total non interest bearing cash at end of year2019-12-31$579,884
Total non interest bearing cash at end of year2019-12-31$579,884
Total non interest bearing cash at beginning of year2019-12-31$757,906
Total non interest bearing cash at beginning of year2019-12-31$757,906
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
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$15,145,233
Value of net income/loss2019-12-31$15,145,233
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,028,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$123,028,403
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,883,170
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,883,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$40,032
Investment advisory and management fees2019-12-31$40,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,704,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,704,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,728,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,728,307
Value of interest in pooled separate accounts at end of year2019-12-31$23,779,693
Value of interest in pooled separate accounts at end of year2019-12-31$23,779,693
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,196,956
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,196,956
Interest on participant loans2019-12-31$55,455
Interest on participant loans2019-12-31$55,455
Interest earned on other investments2019-12-31$443,870
Interest earned on other investments2019-12-31$443,870
Value of interest in common/collective trusts at end of year2019-12-31$78,649,798
Value of interest in common/collective trusts at end of year2019-12-31$78,649,798
Value of interest in common/collective trusts at beginning of year2019-12-31$70,750,972
Value of interest in common/collective trusts at beginning of year2019-12-31$70,750,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,905,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,905,073
Net investment gain or loss from common/collective trusts2019-12-31$13,364,247
Net investment gain or loss from common/collective trusts2019-12-31$13,364,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,520,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,520,806
Contract administrator fees2019-12-31$106,337
Contract administrator fees2019-12-31$106,337
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm name2019-12-31YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN2019-12-31341638235
Accountancy firm EIN2019-12-31341638235
2018 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-2,379,253
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,925,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,748,679
Value of total corrective distributions2018-12-31$6,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,454,530
Value of total assets at end of year2018-12-31$107,883,170
Value of total assets at beginning of year2018-12-31$119,188,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$170,736
Total interest from all sources2018-12-31$57,140
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,807,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,807,876
Administrative expenses professional fees incurred2018-12-31$19,945
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,452,494
Participant contributions at end of year2018-12-31$1,053,994
Participant contributions at beginning of year2018-12-31$1,302,915
Assets. Other investments not covered elsewhere at end of year2018-12-31$18,386
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$27,131
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,036
Other income not declared elsewhere2018-12-31$232,505
Administrative expenses (other) incurred2018-12-31$17,780
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$757,906
Total non interest bearing cash at beginning of year2018-12-31$684,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,305,025
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,883,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$119,188,195
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$40,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,728,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$92,910,010
Interest on participant loans2018-12-31$57,140
Value of interest in common/collective trusts at end of year2018-12-31$70,750,972
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,196,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,918,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,486,856
Net investment gain or loss from common/collective trusts2018-12-31$555,552
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
Employer contributions (assets) at end of year2018-12-31$376,649
Employer contributions (assets) at beginning of year2018-12-31$345,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,748,679
Contract administrator fees2018-12-31$92,745
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 name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,055
Total income from all sources (including contributions)2017-12-31$17,582,093
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,811,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,582,159
Value of total corrective distributions2017-12-31$57,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,506,630
Value of total assets at end of year2017-12-31$119,188,195
Value of total assets at beginning of year2017-12-31$106,434,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$171,696
Total interest from all sources2017-12-31$61,208
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,821,036
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$2,821,036
Administrative expenses professional fees incurred2017-12-31$24,631
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$1,302,915
Participant contributions at beginning of year2017-12-31$1,404,561
Assets. Other investments not covered elsewhere at end of year2017-12-31$27,131
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$78,316
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,448
Other income not declared elsewhere2017-12-31$233,402
Administrative expenses (other) incurred2017-12-31$22,760
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$17,055
Total non interest bearing cash at end of year2017-12-31$684,073
Total non interest bearing cash at beginning of year2017-12-31$587,438
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$12,770,549
Value of net assets at end of year (total assets less liabilities)2017-12-31$119,188,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$106,417,646
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$40,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$92,910,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$104,124,142
Interest on participant loans2017-12-31$61,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,918,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,959,817
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$3,482,182
Employer contributions (assets) at end of year2017-12-31$345,580
Employer contributions (assets) at beginning of year2017-12-31$240,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,582,159
Contract administrator fees2017-12-31$84,000
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 name2017-12-31REA & ASSOC
Accountancy firm EIN2017-12-31341310124
2016 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,055
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$11,084,729
Total of all expenses incurred2016-12-31$5,157,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,987,645
Expenses. Certain deemed distributions of participant loans2016-12-31$-8,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,520,148
Value of total assets at end of year2016-12-31$106,434,701
Value of total assets at beginning of year2016-12-31$100,490,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$177,642
Total interest from all sources2016-12-31$54,514
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,085,336
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$2,085,336
Administrative expenses professional fees incurred2016-12-31$34,751
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,506,474
Participant contributions at end of year2016-12-31$1,404,561
Participant contributions at beginning of year2016-12-31$1,199,060
Assets. Other investments not covered elsewhere at end of year2016-12-31$78,316
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$67,576
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,674
Other income not declared elsewhere2016-12-31$170,294
Administrative expenses (other) incurred2016-12-31$15,455
Liabilities. Value of operating payables at end of year2016-12-31$17,055
Total non interest bearing cash at end of year2016-12-31$587,438
Total non interest bearing cash at beginning of year2016-12-31$589,594
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$5,927,602
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,417,646
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$100,490,044
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$40,735
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$104,124,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$98,344,867
Interest on participant loans2016-12-31$54,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,254,437
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
Employer contributions (assets) at end of year2016-12-31$240,244
Employer contributions (assets) at beginning of year2016-12-31$288,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,987,645
Contract administrator fees2016-12-31$86,701
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 name2016-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2016-12-31341595557
2015 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2015 401k financial data
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$8,273
Total income from all sources (including contributions)2015-12-31$2,788,326
Total of all expenses incurred2015-12-31$3,729,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,553,217
Expenses. Certain deemed distributions of participant loans2015-12-31$35,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,282,357
Value of total assets at end of year2015-12-31$100,490,044
Value of total assets at beginning of year2015-12-31$101,439,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$140,812
Total interest from all sources2015-12-31$46,257
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,107,327
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$3,107,327
Administrative expenses professional fees incurred2015-12-31$18,055
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,274,010
Participant contributions at end of year2015-12-31$1,199,060
Participant contributions at beginning of year2015-12-31$1,031,749
Assets. Other investments not covered elsewhere at end of year2015-12-31$67,576
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$132,900
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,347
Other income not declared elsewhere2015-12-31$181,593
Administrative expenses (other) incurred2015-12-31$15,003
Liabilities. Value of operating payables at beginning of year2015-12-31$8,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-941,625
Value of net assets at end of year (total assets less liabilities)2015-12-31$100,490,044
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$101,431,669
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$40,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$98,344,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$99,532,561
Interest on participant loans2015-12-31$46,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$589,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$490,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$490,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,829,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$288,947
Employer contributions (assets) at beginning of year2015-12-31$252,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,553,217
Contract administrator fees2015-12-31$67,174
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 name2015-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2015-12-31341595557
2014 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,273
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$10,230,852
Total of all expenses incurred2014-12-31$4,267,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,107,917
Expenses. Certain deemed distributions of participant loans2014-12-31$44,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,120,202
Value of total assets at end of year2014-12-31$101,439,942
Value of total assets at beginning of year2014-12-31$95,468,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$115,641
Total interest from all sources2014-12-31$41,744
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,485,958
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$3,485,958
Administrative expenses professional fees incurred2014-12-31$26,212
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,118,411
Participant contributions at end of year2014-12-31$1,031,749
Participant contributions at beginning of year2014-12-31$765,424
Assets. Other investments not covered elsewhere at end of year2014-12-31$132,900
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$113,005
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,791
Other income not declared elsewhere2014-12-31$243,009
Administrative expenses (other) incurred2014-12-31$13,217
Liabilities. Value of operating payables at end of year2014-12-31$8,273
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$5,963,148
Value of net assets at end of year (total assets less liabilities)2014-12-31$101,431,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,468,521
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$30,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$99,532,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$93,994,010
Interest on participant loans2014-12-31$41,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$490,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$373,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$373,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,339,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$252,049
Employer contributions (assets) at beginning of year2014-12-31$222,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,107,917
Contract administrator fees2014-12-31$45,862
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 name2014-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2014-12-31341595557
2013 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2013 401k financial data
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$16,774,121
Total of all expenses incurred2013-12-31$3,213,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,875,397
Expenses. Certain deemed distributions of participant loans2013-12-31$252,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,036,797
Value of total assets at end of year2013-12-31$95,468,521
Value of total assets at beginning of year2013-12-31$81,907,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$85,514
Total interest from all sources2013-12-31$42,778
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,055,102
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$3,055,102
Administrative expenses professional fees incurred2013-12-31$18,892
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,033,212
Participant contributions at end of year2013-12-31$765,424
Participant contributions at beginning of year2013-12-31$1,134,105
Assets. Other investments not covered elsewhere at end of year2013-12-31$113,005
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$56,559
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,585
Other income not declared elsewhere2013-12-31$213,889
Administrative expenses (other) incurred2013-12-31$12,978
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$13,560,849
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,468,521
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$81,907,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$93,994,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$80,143,333
Interest on participant loans2013-12-31$42,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$373,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$275,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$275,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,425,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$222,128
Employer contributions (assets) at beginning of year2013-12-31$297,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,875,397
Contract administrator fees2013-12-31$33,135
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 name2013-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2013-12-31341595557
2012 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2012 401k financial data
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$8,000
Total income from all sources (including contributions)2012-12-31$10,503,665
Total of all expenses incurred2012-12-31$3,366,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,102,785
Expenses. Certain deemed distributions of participant loans2012-12-31$147,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,173,172
Value of total assets at end of year2012-12-31$81,907,672
Value of total assets at beginning of year2012-12-31$74,778,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,857
Total interest from all sources2012-12-31$54,215
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,784,769
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$1,784,769
Administrative expenses professional fees incurred2012-12-31$20,222
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,169,764
Participant contributions at end of year2012-12-31$1,134,105
Participant contributions at beginning of year2012-12-31$1,431,959
Assets. Other investments not covered elsewhere at end of year2012-12-31$56,559
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$68,965
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,408
Other income not declared elsewhere2012-12-31$149,255
Administrative expenses (other) incurred2012-12-31$16,106
Liabilities. Value of operating payables at beginning of year2012-12-31$8,000
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$7,137,087
Value of net assets at end of year (total assets less liabilities)2012-12-31$81,907,672
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$74,770,585
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$20,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$80,143,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$72,815,547
Interest on participant loans2012-12-31$54,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$275,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$201,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$201,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,342,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$297,862
Employer contributions (assets) at beginning of year2012-12-31$260,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,102,785
Contract administrator fees2012-12-31$59,094
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 name2012-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2012-12-31341595557
2011 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,950
Total income from all sources (including contributions)2011-12-31$3,757,251
Total of all expenses incurred2011-12-31$3,403,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,138,114
Expenses. Certain deemed distributions of participant loans2011-12-31$186,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,050,053
Value of total assets at end of year2011-12-31$74,778,585
Value of total assets at beginning of year2011-12-31$74,428,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$79,160
Total interest from all sources2011-12-31$68,250
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,078,323
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$2,078,323
Administrative expenses professional fees incurred2011-12-31$12,361
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,015,967
Participant contributions at end of year2011-12-31$1,431,959
Participant contributions at beginning of year2011-12-31$1,353,621
Assets. Other investments not covered elsewhere at end of year2011-12-31$68,965
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$62,329
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$34,086
Other income not declared elsewhere2011-12-31$138,585
Administrative expenses (other) incurred2011-12-31$12,949
Liabilities. Value of operating payables at end of year2011-12-31$8,000
Liabilities. Value of operating payables at beginning of year2011-12-31$11,950
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$353,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$74,770,585
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$74,416,985
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$25,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$72,815,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,675,418
Interest on participant loans2011-12-31$68,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$201,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$113,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$113,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,577,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$260,195
Employer contributions (assets) at beginning of year2011-12-31$223,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,138,114
Contract administrator fees2011-12-31$28,076
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 name2011-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2011-12-31341595557
2010 : IBEW LOCAL 38 401(K) RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,700
Total income from all sources (including contributions)2010-12-31$10,582,180
Total of all expenses incurred2010-12-31$4,388,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,089,589
Expenses. Certain deemed distributions of participant loans2010-12-31$218,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,848,232
Value of total assets at end of year2010-12-31$74,428,935
Value of total assets at beginning of year2010-12-31$68,239,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80,385
Total interest from all sources2010-12-31$67,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$16,319
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,848,232
Participant contributions at end of year2010-12-31$1,353,621
Participant contributions at beginning of year2010-12-31$1,263,096
Assets. Other investments not covered elsewhere at end of year2010-12-31$62,329
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$37,058
Other income not declared elsewhere2010-12-31$123,946
Administrative expenses (other) incurred2010-12-31$12,247
Liabilities. Value of operating payables at end of year2010-12-31$11,950
Liabilities. Value of operating payables at beginning of year2010-12-31$16,700
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$6,193,757
Value of net assets at end of year (total assets less liabilities)2010-12-31$74,416,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,223,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31Yes
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$22,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$72,675,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$66,647,691
Interest on participant loans2010-12-31$67,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$113,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$63,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$63,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,542,169
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
Employer contributions (assets) at end of year2010-12-31$223,906
Employer contributions (assets) at beginning of year2010-12-31$228,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,089,589
Contract administrator fees2010-12-31$29,346
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 name2010-12-31TRAMER SHORE AND ZWICK CPAS
Accountancy firm EIN2010-12-31341595557

Form 5500 Responses for IBEW LOCAL 38 401(K) RETIREMENT PLAN

2022: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 38 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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: IBEW LOCAL 38 401(K) RETIREMENT 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
2009: IBEW LOCAL 38 401(K) RETIREMENT 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number651005
Policy instance 1
Insurance contract or identification number651005
Number of Individuals Covered2121
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number651005
Policy instance 1
Insurance contract or identification number651005
Number of Individuals Covered2095
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number651005
Policy instance 1
Insurance contract or identification number651005
Number of Individuals Covered1912
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number651005
Policy instance 1
Insurance contract or identification number651005
Number of Individuals Covered1275
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INS CO (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number651005
Policy instance 1
Insurance contract or identification number651005
Number of Individuals Covered1275
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number651005
Policy instance 1
Insurance contract or identification number651005
Number of Individuals Covered1241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3