401k Plan data: I.B.E.W. LOCAL NO. 8 401(K) PLAN plan

I.B.E.W. LOCAL NO. 8 401(K) PLAN 401k Plan overview

Plan Name	I.B.E.W. LOCAL NO. 8 401(K) PLAN
Plan identification number	002

I.B.E.W. LOCAL NO. 8 401(K) PLAN Benefits

401k Plan Type

Defined 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

BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST

Employer identification number (EIN): 346596899

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL NO. 8 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JOSEPH E. COUSINO
002 2011-01-01 JOSEPH E. COUSINO
002 2009-01-01 JOSEPH E. COUSINO

Plan Statistics for I.B.E.W. LOCAL NO. 8 401(K) PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL NO. 8 401(K) PLAN

Measure Date Value
2017: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 0
2016: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,231
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,248
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 63
Total of all active and inactive participants 2016-01-01 2,313
Total participants 2016-01-01 2,313
Number of participants with account balances 2016-01-01 982
Number of employers contributing to the scheme 2016-01-01 113
2015: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,183
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 47
Total of all active and inactive participants 2015-01-01 2,231
Total participants 2015-01-01 2,231
Number of participants with account balances 2015-01-01 900
Number of employers contributing to the scheme 2015-01-01 107
2014: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,176
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,147
Number of other retired or separated participants entitled to future benefits 2014-01-01 31
Total of all active and inactive participants 2014-01-01 2,178
Total participants 2014-01-01 2,178
Number of participants with account balances 2014-01-01 839
Number of employers contributing to the scheme 2014-01-01 110
2013: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,138
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,142
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 2,176
Total participants 2013-01-01 2,176
Number of participants with account balances 2013-01-01 829
Number of employers contributing to the scheme 2013-01-01 62
2012: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,996
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,131
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 2,138
Total participants 2012-01-01 2,138
Number of participants with account balances 2012-01-01 756
Number of employers contributing to the scheme 2012-01-01 52
2011: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,988
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,994
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 1,996
Total participants 2011-01-01 1,996
2009: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,985
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,982
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 1,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 1,987
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2017: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	0
2016: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,231
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,248
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	63
Total of all active and inactive participants	2016-01-01	2,313
Total participants	2016-01-01	2,313
Number of participants with account balances	2016-01-01	982
Number of employers contributing to the scheme	2016-01-01	113
2015: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,183
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	47
Total of all active and inactive participants	2015-01-01	2,231
Total participants	2015-01-01	2,231
Number of participants with account balances	2015-01-01	900
Number of employers contributing to the scheme	2015-01-01	107
2014: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,176
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,147
Number of other retired or separated participants entitled to future benefits	2014-01-01	31
Total of all active and inactive participants	2014-01-01	2,178
Total participants	2014-01-01	2,178
Number of participants with account balances	2014-01-01	839
Number of employers contributing to the scheme	2014-01-01	110
2013: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,138
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,142
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	2,176
Total participants	2013-01-01	2,176
Number of participants with account balances	2013-01-01	829
Number of employers contributing to the scheme	2013-01-01	62
2012: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,996
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,131
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	2,138
Total participants	2012-01-01	2,138
Number of participants with account balances	2012-01-01	756
Number of employers contributing to the scheme	2012-01-01	52
2011: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,988
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,994
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	1,996
Total participants	2011-01-01	1,996
2009: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,985
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,982
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	1,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	1,987
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on I.B.E.W. LOCAL NO. 8 401(K) PLAN

Measure	Date	Value
2017 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2017 401k financial data
Total transfer of assets from this plan	2017-02-28	$15,745,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-02-28	$15,026
Total income from all sources (including contributions)	2017-02-28	$9
Total of all expenses incurred	2017-02-28	$5,607
Value of total assets at beginning of year	2017-02-28	$15,766,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-02-28	$5,607
Total interest from all sources	2017-02-28	$9
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-28	No
Was this plan covered by a fidelity bond	2017-02-28	Yes
Value of fidelity bond cover	2017-02-28	$500,000
If this is an individual account plan, was there a blackout period	2017-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2017-02-28	No
Participant contributions at beginning of year	2017-02-28	$835,935
Participant contributions at beginning of year	2017-02-28	$228,781
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-02-28	$20,020
Administrative expenses (other) incurred	2017-02-28	$5,607
Liabilities. Value of operating payables at beginning of year	2017-02-28	$15,026
Total non interest bearing cash at beginning of year	2017-02-28	$25,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Value of net income/loss	2017-02-28	$-5,598
Value of net assets at beginning of year (total assets less liabilities)	2017-02-28	$15,751,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-28	No
Were any leases to which the plan was party in default or uncollectible	2017-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-28	$14,193,441
Value of interest in common/collective trusts at beginning of year	2017-02-28	$463,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-02-28	$9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-28	No
Was there a failure to transmit to the plan any participant contributions	2017-02-28	No
Has the plan failed to provide any benefit when due under the plan	2017-02-28	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-02-28	No
Did the plan have assets held for investment	2017-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-28	No
Opinion of an independent qualified public accountant for this plan	2017-02-28	Unqualified
Accountancy firm name	2017-02-28	MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN	2017-02-28	222951202
2016 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$11,361
Total income from all sources (including contributions)	2016-12-31	$3,451,814
Total of all expenses incurred	2016-12-31	$486,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$464,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,508,940
Value of total assets at end of year	2016-12-31	$15,766,442
Value of total assets at beginning of year	2016-12-31	$12,797,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,772
Total interest from all sources	2016-12-31	$27,273
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$477,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$477,602
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,508,940
Participant contributions at end of year	2016-12-31	$835,935
Participant contributions at beginning of year	2016-12-31	$671,196
Participant contributions at end of year	2016-12-31	$228,781
Participant contributions at beginning of year	2016-12-31	$203,274
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$20,020
Administrative expenses (other) incurred	2016-12-31	$22,772
Liabilities. Value of operating payables at end of year	2016-12-31	$15,026
Liabilities. Value of operating payables at beginning of year	2016-12-31	$11,361
Total non interest bearing cash at end of year	2016-12-31	$25,156
Total non interest bearing cash at beginning of year	2016-12-31	$16,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,964,973
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,751,416
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,786,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,193,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,615,748
Interest on participant loans	2016-12-31	$27,273
Value of interest in common/collective trusts at end of year	2016-12-31	$463,109
Value of interest in common/collective trusts at beginning of year	2016-12-31	$290,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$431,382
Net investment gain or loss from common/collective trusts	2016-12-31	$6,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$464,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN	2016-12-31	222951202
2015 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$11,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$35,725
Total income from all sources (including contributions)	2015-12-31	$1,778,613
Total of all expenses incurred	2015-12-31	$409,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$391,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,874,052
Value of total assets at end of year	2015-12-31	$12,797,804
Value of total assets at beginning of year	2015-12-31	$11,453,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$18,198
Total interest from all sources	2015-12-31	$26,958
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$565,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$565,379
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,860,699
Participant contributions at end of year	2015-12-31	$671,196
Participant contributions at beginning of year	2015-12-31	$623,907
Participant contributions at end of year	2015-12-31	$203,274
Participant contributions at beginning of year	2015-12-31	$165,786
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$13,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$10,528
Administrative expenses (other) incurred	2015-12-31	$18,198
Liabilities. Value of operating payables at end of year	2015-12-31	$11,361
Liabilities. Value of operating payables at beginning of year	2015-12-31	$35,725
Total non interest bearing cash at end of year	2015-12-31	$16,749
Total non interest bearing cash at beginning of year	2015-12-31	$4,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,369,146
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,786,443
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,417,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,615,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,541,529
Interest on participant loans	2015-12-31	$26,958
Value of interest in common/collective trusts at end of year	2015-12-31	$290,837
Value of interest in common/collective trusts at beginning of year	2015-12-31	$106,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-690,425
Net investment gain or loss from common/collective trusts	2015-12-31	$2,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$391,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN	2015-12-31	222951202
2014 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$35,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$49,787
Total income from all sources (including contributions)	2014-12-31	$2,332,852
Total of all expenses incurred	2014-12-31	$668,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$598,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,813,064
Value of total assets at end of year	2014-12-31	$11,453,022
Value of total assets at beginning of year	2014-12-31	$9,802,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$69,439
Total interest from all sources	2014-12-31	$23,421
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$462,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$462,657
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,813,064
Participant contributions at end of year	2014-12-31	$623,907
Participant contributions at beginning of year	2014-12-31	$509,178
Participant contributions at end of year	2014-12-31	$165,786
Participant contributions at beginning of year	2014-12-31	$148,327
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$10,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$43,328
Administrative expenses (other) incurred	2014-12-31	$69,439
Liabilities. Value of operating payables at end of year	2014-12-31	$35,725
Liabilities. Value of operating payables at beginning of year	2014-12-31	$6,459
Total non interest bearing cash at end of year	2014-12-31	$4,962
Total non interest bearing cash at beginning of year	2014-12-31	$14,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,664,850
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,417,297
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,752,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,541,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,957,239
Interest on participant loans	2014-12-31	$14,028
Value of interest in common/collective trusts at end of year	2014-12-31	$106,310
Value of interest in common/collective trusts at beginning of year	2014-12-31	$173,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$9,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$32,117
Net investment gain or loss from common/collective trusts	2014-12-31	$1,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$598,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MSPC CPAS & ADVISORS, P.C.
Accountancy firm EIN	2014-12-31	222951202
2013 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$49,787
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	$2,992,511
Total of all expenses incurred	2013-12-31	$513,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$414,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,511,755
Value of total assets at end of year	2013-12-31	$9,802,234
Value of total assets at beginning of year	2013-12-31	$7,273,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$98,569
Total interest from all sources	2013-12-31	$35,380
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$276,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$276,399
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,511,755
Participant contributions at end of year	2013-12-31	$509,178
Participant contributions at beginning of year	2013-12-31	$255,097
Participant contributions at end of year	2013-12-31	$148,327
Participant contributions at beginning of year	2013-12-31	$165,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$43,328
Administrative expenses (other) incurred	2013-12-31	$98,569
Liabilities. Value of operating payables at end of year	2013-12-31	$6,459
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$14,223
Total non interest bearing cash at beginning of year	2013-12-31	$8,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,479,365
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,752,447
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,273,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,957,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,660,273
Interest on participant loans	2013-12-31	$25,053
Value of interest in common/collective trusts at end of year	2013-12-31	$173,267
Value of interest in common/collective trusts at beginning of year	2013-12-31	$183,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$10,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,166,591
Net investment gain or loss from common/collective trusts	2013-12-31	$2,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$414,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2013-12-31	222951202
2012 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,395,192
Total of all expenses incurred	2012-12-31	$223,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$206,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,634,011
Value of total assets at end of year	2012-12-31	$7,273,082
Value of total assets at beginning of year	2012-12-31	$5,101,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,483
Total interest from all sources	2012-12-31	$8,875
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$141,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$141,381
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,634,011
Participant contributions at end of year	2012-12-31	$255,097
Participant contributions at beginning of year	2012-12-31	$195,296
Participant contributions at end of year	2012-12-31	$165,256
Participant contributions at beginning of year	2012-12-31	$74,113
Administrative expenses (other) incurred	2012-12-31	$17,483
Total non interest bearing cash at end of year	2012-12-31	$8,716
Total non interest bearing cash at beginning of year	2012-12-31	$1,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,171,204
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,273,082
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,101,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,660,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,725,773
Interest on participant loans	2012-12-31	$6,907
Value of interest in common/collective trusts at end of year	2012-12-31	$183,740
Value of interest in common/collective trusts at beginning of year	2012-12-31	$105,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$608,919
Net investment gain or loss from common/collective trusts	2012-12-31	$2,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$206,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2012-12-31	222951202
2011 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$643,695
Total of all expenses incurred	2011-12-31	$236,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$224,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$788,807
Value of total assets at end of year	2011-12-31	$5,101,878
Value of total assets at beginning of year	2011-12-31	$4,694,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,165
Total interest from all sources	2011-12-31	$7,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$788,807
Participant contributions at end of year	2011-12-31	$195,296
Participant contributions at beginning of year	2011-12-31	$139,111
Participant contributions at end of year	2011-12-31	$74,113
Participant contributions at beginning of year	2011-12-31	$50,043
Administrative expenses (other) incurred	2011-12-31	$11,165
Total non interest bearing cash at end of year	2011-12-31	$1,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$407,632
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,101,878
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,694,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,725,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,277,347
Interest on participant loans	2011-12-31	$5,348
Value of interest in common/collective trusts at end of year	2011-12-31	$105,106
Value of interest in common/collective trusts at beginning of year	2011-12-31	$227,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-160,524
Net investment gain or loss from common/collective trusts	2011-12-31	$8,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$224,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN	2011-12-31	222951202
2010 : I.B.E.W. LOCAL NO. 8 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,036,238
Total of all expenses incurred	2010-12-31	$143,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$129,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$616,026
Value of total assets at end of year	2010-12-31	$4,694,246
Value of total assets at beginning of year	2010-12-31	$3,801,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,707
Total interest from all sources	2010-12-31	$5,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$616,026
Participant contributions at end of year	2010-12-31	$139,111
Participant contributions at beginning of year	2010-12-31	$60,651
Participant contributions at end of year	2010-12-31	$50,043
Participant contributions at beginning of year	2010-12-31	$45,615
Administrative expenses (other) incurred	2010-12-31	$13,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$892,668
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,694,246
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,801,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,277,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,518,997
Interest on participant loans	2010-12-31	$5,127
Value of interest in common/collective trusts at end of year	2010-12-31	$227,745
Value of interest in common/collective trusts at beginning of year	2010-12-31	$176,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$399,424
Net investment gain or loss from common/collective trusts	2010-12-31	$15,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$129,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MSPC CERTIFIED PUBLIC ACCOUNTANT
Accountancy firm EIN	2010-12-31	222951202

Form 5500 Responses for I.B.E.W. LOCAL NO. 8 401(K) PLAN

2017: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: I.B.E.W. LOCAL NO. 8 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST
Employer identification number (EIN):	346596899
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors