401k Plan data: IBEW LOCAL UNION 64 PENSION PLAN plan

IBEW LOCAL UNION 64 PENSION PLAN 401k Plan overview

Plan Name	IBEW LOCAL UNION 64 PENSION PLAN
Plan identification number	001

IBEW LOCAL UNION 64 PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes). Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IBEW LOCAL UNION 64 PENSION PLAN JOINT BOARD OF TRADES has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL UNION 64 PENSION PLAN JOINT BOARD OF TRADES

Employer identification number (EIN): 346654696

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 UNION 64 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 M. SHAWN JACKSON
001 2012-01-01 DOUG RIPPLE
001 2011-01-01 JAMES BURGHAM
001 2010-01-01 JAMES BURGHAM

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	M. SHAWN JACKSON
001	2012-01-01	DOUG RIPPLE
001	2011-01-01	JAMES BURGHAM
001	2010-01-01	JAMES BURGHAM

Plan Statistics for IBEW LOCAL UNION 64 PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL UNION 64 PENSION PLAN

Measure Date Value
2013: IBEW LOCAL UNION 64 PENSION PLAN 2013 401k membership
Current value of assets 2013-12-31 20,195,162
Acturial value of assets for funding standard account 2013-12-31 23,457,732
Accrued liability for plan using immediate gains methods 2013-12-31 27,434,300
Accrued liability under unit credit cost method 2013-12-31 27,434,300
RPA 94 current liability 2013-12-31 50,910,356
Expected increase in current liability due to benefits accruing during the plan year 2013-12-31 636,125
Expected release from RPA 94 current liability for plan year 2013-12-31 2,074,725
Expected plan disbursements for the plan year 2013-12-31 1,958,356
Current value of assets 2013-12-31 20,195,162
Number of retired participants and beneficiaries receiving payment 2013-12-31 142
Current liability for retired participants and beneficiaries receiving payment 2013-12-31 21,454,251
Number of terminated vested participants 2013-12-31 98
Current liability for terminated vested participants 2013-12-31 7,079,554
Current liability for active participants non vested benefits 2013-12-31 732,144
Current liability for active participants vested benefits 2013-12-31 21,644,407
Total number of active articipats 2013-12-31 269
Current liability for active participants 2013-12-31 22,376,551
Total participant count with liabilities 2013-12-31 509
Total current liabilitoes for participants with libailities 2013-12-31 50,910,356
Total employer contributions in plan year 2013-12-31 1,845,230
Employer’s normal cost for plan year as of valuation date 2013-12-31 313,548
Prior year credit balance 2013-12-31 4,255,496
Amortization credits as of valuation date 2013-12-31 1,211,990
Total participants, beginning-of-year 2013-01-01 509
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 286
Number of retired or separated participants receiving benefits 2013-01-01 115
Number of other retired or separated participants entitled to future benefits 2013-01-01 93
Total of all active and inactive participants 2013-01-01 494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 31
Total participants 2013-01-01 525
Number of employers contributing to the scheme 2013-01-01 35
2012: IBEW LOCAL UNION 64 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 520
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 269
Number of retired or separated participants receiving benefits 2012-01-01 113
Number of other retired or separated participants entitled to future benefits 2012-01-01 98
Total of all active and inactive participants 2012-01-01 480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 29
Total participants 2012-01-01 509
Number of employers contributing to the scheme 2012-01-01 30
2011: IBEW LOCAL UNION 64 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 277
Number of retired or separated participants receiving benefits 2011-01-01 119
Number of other retired or separated participants entitled to future benefits 2011-01-01 95
Total of all active and inactive participants 2011-01-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 29
Total participants 2011-01-01 520
Number of employers contributing to the scheme 2011-01-01 32
2010: IBEW LOCAL UNION 64 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 265
Number of retired or separated participants receiving benefits 2010-01-01 112
Number of other retired or separated participants entitled to future benefits 2010-01-01 93
Total of all active and inactive participants 2010-01-01 470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 26
Total participants 2010-01-01 496
Number of employers contributing to the scheme 2010-01-01 25

Measure	Date	Value
2013: IBEW LOCAL UNION 64 PENSION PLAN 2013 401k membership
Current value of assets	2013-12-31	20,195,162
Acturial value of assets for funding standard account	2013-12-31	23,457,732
Accrued liability for plan using immediate gains methods	2013-12-31	27,434,300
Accrued liability under unit credit cost method	2013-12-31	27,434,300
RPA 94 current liability	2013-12-31	50,910,356
Expected increase in current liability due to benefits accruing during the plan year	2013-12-31	636,125
Expected release from RPA 94 current liability for plan year	2013-12-31	2,074,725
Expected plan disbursements for the plan year	2013-12-31	1,958,356
Current value of assets	2013-12-31	20,195,162
Number of retired participants and beneficiaries receiving payment	2013-12-31	142
Current liability for retired participants and beneficiaries receiving payment	2013-12-31	21,454,251
Number of terminated vested participants	2013-12-31	98
Current liability for terminated vested participants	2013-12-31	7,079,554
Current liability for active participants non vested benefits	2013-12-31	732,144
Current liability for active participants vested benefits	2013-12-31	21,644,407
Total number of active articipats	2013-12-31	269
Current liability for active participants	2013-12-31	22,376,551
Total participant count with liabilities	2013-12-31	509
Total current liabilitoes for participants with libailities	2013-12-31	50,910,356
Total employer contributions in plan year	2013-12-31	1,845,230
Employer’s normal cost for plan year as of valuation date	2013-12-31	313,548
Prior year credit balance	2013-12-31	4,255,496
Amortization credits as of valuation date	2013-12-31	1,211,990
Total participants, beginning-of-year	2013-01-01	509
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	286
Number of retired or separated participants receiving benefits	2013-01-01	115
Number of other retired or separated participants entitled to future benefits	2013-01-01	93
Total of all active and inactive participants	2013-01-01	494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	31
Total participants	2013-01-01	525
Number of employers contributing to the scheme	2013-01-01	35
2012: IBEW LOCAL UNION 64 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	520
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	269
Number of retired or separated participants receiving benefits	2012-01-01	113
Number of other retired or separated participants entitled to future benefits	2012-01-01	98
Total of all active and inactive participants	2012-01-01	480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	29
Total participants	2012-01-01	509
Number of employers contributing to the scheme	2012-01-01	30
2011: IBEW LOCAL UNION 64 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	277
Number of retired or separated participants receiving benefits	2011-01-01	119
Number of other retired or separated participants entitled to future benefits	2011-01-01	95
Total of all active and inactive participants	2011-01-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	29
Total participants	2011-01-01	520
Number of employers contributing to the scheme	2011-01-01	32
2010: IBEW LOCAL UNION 64 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	265
Number of retired or separated participants receiving benefits	2010-01-01	112
Number of other retired or separated participants entitled to future benefits	2010-01-01	93
Total of all active and inactive participants	2010-01-01	470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	26
Total participants	2010-01-01	496
Number of employers contributing to the scheme	2010-01-01	25

Financial Data on IBEW LOCAL UNION 64 PENSION PLAN

Measure	Date	Value
2013 : IBEW LOCAL UNION 64 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$527,670
Total unrealized appreciation/depreciation of assets	2013-12-31	$527,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$76,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$490,913
Total income from all sources (including contributions)	2013-12-31	$5,129,475
Total loss/gain on sale of assets	2013-12-31	$1,061,855
Total of all expenses incurred	2013-12-31	$2,066,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,850,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,845,230
Value of total assets at end of year	2013-12-31	$23,334,647
Value of total assets at beginning of year	2013-12-31	$20,686,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$215,908
Total interest from all sources	2013-12-31	$134,486
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$343,523
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	$280,142
Administrative expenses professional fees incurred	2013-12-31	$54,933
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$41,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$55,122
Other income not declared elsewhere	2013-12-31	$781
Administrative expenses (other) incurred	2013-12-31	$16,143
Liabilities. Value of operating payables at end of year	2013-12-31	$76,706
Liabilities. Value of operating payables at beginning of year	2013-12-31	$490,913
Total non interest bearing cash at end of year	2013-12-31	$285,404
Total non interest bearing cash at beginning of year	2013-12-31	$550,142
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	$3,062,779
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$23,257,941
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$20,195,162
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
Investment advisory and management fees	2013-12-31	$116,632
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,296,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,523,780
Income. Interest from US Government securities	2013-12-31	$55,624
Income. Interest from corporate debt instruments	2013-12-31	$78,520
Value of interest in common/collective trusts at end of year	2013-12-31	$1,082,081
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,003,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$499,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,100,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,100,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$342
Asset value of US Government securities at end of year	2013-12-31	$1,709,187
Asset value of US Government securities at beginning of year	2013-12-31	$1,455,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,125,240
Net investment gain or loss from common/collective trusts	2013-12-31	$90,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,845,230
Employer contributions (assets) at end of year	2013-12-31	$233,133
Employer contributions (assets) at beginning of year	2013-12-31	$387,261
Income. Dividends from common stock	2013-12-31	$63,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,850,788
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$2,051,824
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$2,071,179
Contract administrator fees	2013-12-31	$28,200
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$6,136,557
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$5,540,251
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
Aggregate proceeds on sale of assets	2013-12-31	$6,725,293
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$5,663,438
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	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2013-12-31	341638235
2012 : IBEW LOCAL UNION 64 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$413,281
Total unrealized appreciation/depreciation of assets	2012-12-31	$413,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$490,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$77,289
Total income from all sources (including contributions)	2012-12-31	$4,335,598
Total loss/gain on sale of assets	2012-12-31	$429,021
Total of all expenses incurred	2012-12-31	$2,020,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,819,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,918,581
Value of total assets at end of year	2012-12-31	$20,686,075
Value of total assets at beginning of year	2012-12-31	$17,956,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$200,964
Total interest from all sources	2012-12-31	$143,494
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$558,741
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	$469,296
Administrative expenses professional fees incurred	2012-12-31	$87,016
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$55,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$47,439
Other income not declared elsewhere	2012-12-31	$3,686
Administrative expenses (other) incurred	2012-12-31	$13,992
Liabilities. Value of operating payables at end of year	2012-12-31	$490,913
Liabilities. Value of operating payables at beginning of year	2012-12-31	$77,289
Total non interest bearing cash at end of year	2012-12-31	$550,142
Total non interest bearing cash at beginning of year	2012-12-31	$221,658
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	$2,315,533
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$20,195,162
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,879,629
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
Investment advisory and management fees	2012-12-31	$71,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,523,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,251,516
Income. Interest from US Government securities	2012-12-31	$62,581
Income. Interest from corporate debt instruments	2012-12-31	$80,630
Value of interest in common/collective trusts at end of year	2012-12-31	$1,003,095
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,203,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,100,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$452,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$452,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$283
Asset value of US Government securities at end of year	2012-12-31	$1,455,245
Asset value of US Government securities at beginning of year	2012-12-31	$1,592,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$797,134
Net investment gain or loss from common/collective trusts	2012-12-31	$71,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,918,581
Employer contributions (assets) at end of year	2012-12-31	$387,261
Employer contributions (assets) at beginning of year	2012-12-31	$209,122
Income. Dividends from common stock	2012-12-31	$89,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,819,101
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$2,071,179
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,842,790
Contract administrator fees	2012-12-31	$28,200
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$5,540,251
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$6,136,262
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
Aggregate proceeds on sale of assets	2012-12-31	$7,405,686
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$6,976,665
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	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2012-12-31	341638235
2011 : IBEW LOCAL UNION 64 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-815,450
Total unrealized appreciation/depreciation of assets	2011-12-31	$-815,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$77,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$19,283
Total income from all sources (including contributions)	2011-12-31	$822,741
Total loss/gain on sale of assets	2011-12-31	$509,247
Total of all expenses incurred	2011-12-31	$1,994,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,795,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,511,870
Value of total assets at end of year	2011-12-31	$17,956,918
Value of total assets at beginning of year	2011-12-31	$19,070,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$198,792
Total interest from all sources	2011-12-31	$185,779
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$229,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$128,829
Administrative expenses professional fees incurred	2011-12-31	$84,784
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$47,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$51,984
Administrative expenses (other) incurred	2011-12-31	$12,947
Liabilities. Value of operating payables at end of year	2011-12-31	$77,289
Liabilities. Value of operating payables at beginning of year	2011-12-31	$19,283
Total non interest bearing cash at end of year	2011-12-31	$221,658
Total non interest bearing cash at beginning of year	2011-12-31	$112,106
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	$-1,171,890
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,879,629
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,051,519
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
Investment advisory and management fees	2011-12-31	$73,961
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,251,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,196,817
Income. Interest from US Government securities	2011-12-31	$91,212
Income. Interest from corporate debt instruments	2011-12-31	$94,313
Value of interest in common/collective trusts at end of year	2011-12-31	$2,203,261
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,227,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$452,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$222,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$222,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$254
Asset value of US Government securities at end of year	2011-12-31	$1,592,585
Asset value of US Government securities at beginning of year	2011-12-31	$2,203,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-774,488
Net investment gain or loss from common/collective trusts	2011-12-31	$-23,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,511,870
Employer contributions (assets) at end of year	2011-12-31	$209,122
Employer contributions (assets) at beginning of year	2011-12-31	$106,205
Income. Dividends from common stock	2011-12-31	$100,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,795,839
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,842,790
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$2,545,538
Contract administrator fees	2011-12-31	$27,100
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$6,136,262
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$7,404,944
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
Aggregate proceeds on sale of assets	2011-12-31	$6,856,746
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$6,347,499
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	YURCHYK & DAVIS CPA'S, INC.
Accountancy firm EIN	2011-12-31	341638235
2010 : IBEW LOCAL UNION 64 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$829,899
Total unrealized appreciation/depreciation of assets	2010-12-31	$829,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$19,283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$20,725
Total income from all sources (including contributions)	2010-12-31	$3,421,862
Total loss/gain on sale of assets	2010-12-31	$247,119
Total of all expenses incurred	2010-12-31	$2,039,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,847,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,165,874
Value of total assets at end of year	2010-12-31	$19,070,802
Value of total assets at beginning of year	2010-12-31	$17,690,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$192,678
Total interest from all sources	2010-12-31	$211,041
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$153,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$42,316
Administrative expenses professional fees incurred	2010-12-31	$47,716
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$51,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$91,736
Other income not declared elsewhere	2010-12-31	$1,970
Administrative expenses (other) incurred	2010-12-31	$13,045
Liabilities. Value of operating payables at end of year	2010-12-31	$19,283
Liabilities. Value of operating payables at beginning of year	2010-12-31	$20,725
Total non interest bearing cash at end of year	2010-12-31	$112,106
Total non interest bearing cash at beginning of year	2010-12-31	$116,189
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	$1,382,101
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,051,519
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,669,418
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
Investment advisory and management fees	2010-12-31	$106,357
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,196,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,429,504
Income. Interest from US Government securities	2010-12-31	$103,932
Income. Interest from corporate debt instruments	2010-12-31	$106,856
Value of interest in common/collective trusts at end of year	2010-12-31	$2,227,100
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,509,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$222,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$469,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$469,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$253
Asset value of US Government securities at end of year	2010-12-31	$2,203,484
Asset value of US Government securities at beginning of year	2010-12-31	$2,645,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$397,680
Net investment gain or loss from common/collective trusts	2010-12-31	$414,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Contributions received in cash from employer	2010-12-31	$1,165,874
Employer contributions (assets) at end of year	2010-12-31	$106,205
Employer contributions (assets) at beginning of year	2010-12-31	$103,271
Income. Dividends from common stock	2010-12-31	$111,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,847,083
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$2,545,538
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$2,005,445
Contract administrator fees	2010-12-31	$25,560
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$7,404,944
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$6,318,994
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
Aggregate proceeds on sale of assets	2010-12-31	$6,571,356
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$6,324,237
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	YURCHYK & DAVIS CPAS, INC.
Accountancy firm EIN	2010-12-31	341638235

Form 5500 Responses for IBEW LOCAL UNION 64 PENSION PLAN

2013: IBEW LOCAL UNION 64 PENSION 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: IBEW LOCAL UNION 64 PENSION 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: IBEW LOCAL UNION 64 PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	Yes
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
2010: IBEW LOCAL UNION 64 PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IBEW LOCAL UNION 64 PENSION PLAN JOINT BOARD OF TRADES
Employer identification number (EIN):	346654696
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors