IBEW UNION LOCAL 129 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL 129 PENSION FUND PENSION PLAN
| Measure | Date | Value |
|---|
| 2023: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2023 401k membership |
|---|
| Current value of assets | 2023-04-30 | 111,941,416 |
| Acturial value of assets for funding standard account | 2023-04-30 | 106,863,260 |
| Accrued liability for plan using immediate gains methods | 2023-04-30 | 107,948,768 |
| Accrued liability under unit credit cost method | 2023-04-30 | 107,948,768 |
| RPA 94 current liability | 2023-04-30 | 199,176,546 |
| Expected increase in current liability due to benefits accruing during the plan year | 2023-04-30 | 4,584,469 |
| Expected release from RPA 94 current liability for plan year | 2023-04-30 | 7,404,089 |
| Expected plan disbursements for the plan year | 2023-04-30 | 7,088,991 |
| Current value of assets | 2023-04-30 | 111,941,416 |
| Number of retired participants and beneficiaries receiving payment | 2023-04-30 | 222 |
| Current liability for retired participants and beneficiaries receiving payment | 2023-04-30 | 97,026,677 |
| Number of terminated vested participants | 2023-04-30 | 179 |
| Current liability for terminated vested participants | 2023-04-30 | 27,306,353 |
| Current liability for active participants non vested benefits | 2023-04-30 | 1,440,051 |
| Current liability for active participants vested benefits | 2023-04-30 | 73,403,465 |
| Total number of active articipats | 2023-04-30 | 261 |
| Current liability for active participants | 2023-04-30 | 74,843,516 |
| Total participant count with liabilities | 2023-04-30 | 662 |
| Total current liabilitoes for participants with libailities | 2023-04-30 | 199,176,546 |
| Total employer contributions in plan year | 2023-04-30 | 2,839,408 |
| Employer’s normal cost for plan year as of valuation date | 2023-04-30 | 1,773,837 |
| Prior year credit balance | 2023-04-30 | 19,674,882 |
| Amortization credits as of valuation date | 2023-04-30 | 3,146,044 |
| 2022: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 662 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 271 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 178 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 181 |
| Total of all active and inactive participants | 2022-05-01 | 630 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 61 |
| Total participants | 2022-05-01 | 691 |
| Number of employers contributing to the scheme | 2022-05-01 | 60 |
| Current value of assets | 2022-04-30 | 115,808,937 |
| Acturial value of assets for funding standard account | 2022-04-30 | 100,738,249 |
| Accrued liability for plan using immediate gains methods | 2022-04-30 | 105,184,108 |
| Accrued liability under unit credit cost method | 2022-04-30 | 105,184,108 |
| RPA 94 current liability | 2022-04-30 | 190,770,628 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-04-30 | 4,348,247 |
| Expected release from RPA 94 current liability for plan year | 2022-04-30 | 6,978,564 |
| Expected plan disbursements for the plan year | 2022-04-30 | 6,677,476 |
| Current value of assets | 2022-04-30 | 115,808,937 |
| Number of retired participants and beneficiaries receiving payment | 2022-04-30 | 208 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-04-30 | 87,764,652 |
| Number of terminated vested participants | 2022-04-30 | 193 |
| Current liability for terminated vested participants | 2022-04-30 | 32,454,453 |
| Current liability for active participants non vested benefits | 2022-04-30 | 956,144 |
| Current liability for active participants vested benefits | 2022-04-30 | 69,595,379 |
| Total number of active articipats | 2022-04-30 | 250 |
| Current liability for active participants | 2022-04-30 | 70,551,523 |
| Total participant count with liabilities | 2022-04-30 | 651 |
| Total current liabilitoes for participants with libailities | 2022-04-30 | 190,770,628 |
| Total employer contributions in plan year | 2022-04-30 | 2,614,027 |
| Employer’s normal cost for plan year as of valuation date | 2022-04-30 | 1,736,893 |
| Prior year credit balance | 2022-04-30 | 19,462,539 |
| Amortization credits as of valuation date | 2022-04-30 | 2,861,340 |
| 2021: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 651 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 261 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 172 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 179 |
| Total of all active and inactive participants | 2021-05-01 | 612 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 50 |
| Total participants | 2021-05-01 | 662 |
| Number of employers contributing to the scheme | 2021-05-01 | 57 |
| Current value of assets | 2021-04-30 | 89,020,819 |
| Acturial value of assets for funding standard account | 2021-04-30 | 93,321,552 |
| Accrued liability for plan using immediate gains methods | 2021-04-30 | 97,738,307 |
| Accrued liability under unit credit cost method | 2021-04-30 | 97,738,307 |
| RPA 94 current liability | 2021-04-30 | 177,392,496 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-04-30 | 2,697,694 |
| Expected release from RPA 94 current liability for plan year | 2021-04-30 | 6,471,571 |
| Expected plan disbursements for the plan year | 2021-04-30 | 6,165,729 |
| Current value of assets | 2021-04-30 | 89,020,819 |
| Number of retired participants and beneficiaries receiving payment | 2021-04-30 | 201 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-04-30 | 78,348,275 |
| Number of terminated vested participants | 2021-04-30 | 193 |
| Current liability for terminated vested participants | 2021-04-30 | 27,332,740 |
| Current liability for active participants non vested benefits | 2021-04-30 | 210,155 |
| Current liability for active participants vested benefits | 2021-04-30 | 71,501,326 |
| Total number of active articipats | 2021-04-30 | 256 |
| Current liability for active participants | 2021-04-30 | 71,711,481 |
| Total participant count with liabilities | 2021-04-30 | 650 |
| Total current liabilitoes for participants with libailities | 2021-04-30 | 177,392,496 |
| Total employer contributions in plan year | 2021-04-30 | 2,227,668 |
| Employer’s normal cost for plan year as of valuation date | 2021-04-30 | 1,153,895 |
| Prior year credit balance | 2021-04-30 | 19,090,065 |
| Amortization credits as of valuation date | 2021-04-30 | 2,421,138 |
| 2020: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 650 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 250 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 159 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 193 |
| Total of all active and inactive participants | 2020-05-01 | 602 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 49 |
| Total participants | 2020-05-01 | 651 |
| Number of employers contributing to the scheme | 2020-05-01 | 46 |
| Current value of assets | 2020-04-30 | 92,395,352 |
| Acturial value of assets for funding standard account | 2020-04-30 | 91,709,433 |
| Accrued liability for plan using immediate gains methods | 2020-04-30 | 9,521,580 |
| Accrued liability under unit credit cost method | 2020-04-30 | 95,215,980 |
| RPA 94 current liability | 2020-04-30 | 167,454,611 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-04-30 | 2,251,365 |
| Expected release from RPA 94 current liability for plan year | 2020-04-30 | 6,024,138 |
| Expected plan disbursements for the plan year | 2020-04-30 | 5,730,931 |
| Current value of assets | 2020-04-30 | 92,395,352 |
| Number of retired participants and beneficiaries receiving payment | 2020-04-30 | 194 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-04-30 | 73,207,033 |
| Number of terminated vested participants | 2020-04-30 | 204 |
| Current liability for terminated vested participants | 2020-04-30 | 25,286,113 |
| Current liability for active participants non vested benefits | 2020-04-30 | 237,264 |
| Current liability for active participants vested benefits | 2020-04-30 | 68,724,201 |
| Total number of active articipats | 2020-04-30 | 260 |
| Current liability for active participants | 2020-04-30 | 68,961,465 |
| Total participant count with liabilities | 2020-04-30 | 658 |
| Total current liabilitoes for participants with libailities | 2020-04-30 | 167,454,611 |
| Total employer contributions in plan year | 2020-04-30 | 2,280,023 |
| Employer’s normal cost for plan year as of valuation date | 2020-04-30 | 1,048,668 |
| Prior year credit balance | 2020-04-30 | 18,714,957 |
| Amortization credits as of valuation date | 2020-04-30 | 2,421,138 |
| 2019: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 658 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 256 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 151 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 193 |
| Total of all active and inactive participants | 2019-05-01 | 600 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 50 |
| Total participants | 2019-05-01 | 650 |
| Number of employers contributing to the scheme | 2019-05-01 | 37 |
| Current value of assets | 2019-04-30 | 89,086,893 |
| Acturial value of assets for funding standard account | 2019-04-30 | 88,602,360 |
| Accrued liability for plan using immediate gains methods | 2019-04-30 | 92,461,762 |
| Accrued liability under unit credit cost method | 2019-04-30 | 92,461,762 |
| RPA 94 current liability | 2019-04-30 | 168,018,794 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-04-30 | 2,264,546 |
| Expected release from RPA 94 current liability for plan year | 2019-04-30 | 5,432,891 |
| Expected plan disbursements for the plan year | 2019-04-30 | 5,169,734 |
| Current value of assets | 2019-04-30 | 89,086,893 |
| Number of retired participants and beneficiaries receiving payment | 2019-04-30 | 190 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-04-30 | 69,164,217 |
| Number of terminated vested participants | 2019-04-30 | 202 |
| Current liability for terminated vested participants | 2019-04-30 | 24,490,001 |
| Current liability for active participants non vested benefits | 2019-04-30 | 186,606 |
| Current liability for active participants vested benefits | 2019-04-30 | 74,177,970 |
| Total number of active articipats | 2019-04-30 | 262 |
| Current liability for active participants | 2019-04-30 | 74,364,576 |
| Total participant count with liabilities | 2019-04-30 | 654 |
| Total current liabilitoes for participants with libailities | 2019-04-30 | 168,018,794 |
| Total employer contributions in plan year | 2019-04-30 | 2,406,358 |
| Employer’s normal cost for plan year as of valuation date | 2019-04-30 | 992,474 |
| Prior year credit balance | 2019-04-30 | 15,615,803 |
| Amortization credits as of valuation date | 2019-04-30 | 5,176,908 |
| 2018: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 654 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 260 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 146 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 204 |
| Total of all active and inactive participants | 2018-05-01 | 610 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 48 |
| Total participants | 2018-05-01 | 658 |
| Number of employers contributing to the scheme | 2018-05-01 | 30 |
| Current value of assets | 2018-04-30 | 84,283,952 |
| Acturial value of assets for funding standard account | 2018-04-30 | 86,481,371 |
| Accrued liability for plan using immediate gains methods | 2018-04-30 | 88,420,795 |
| Accrued liability under unit credit cost method | 2018-04-30 | 88,420,795 |
| RPA 94 current liability | 2018-04-30 | 156,028,072 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-04-30 | 2,210,000 |
| Expected release from RPA 94 current liability for plan year | 2018-04-30 | 4,976,643 |
| Expected plan disbursements for the plan year | 2018-04-30 | 4,737,605 |
| Current value of assets | 2018-04-30 | 84,283,952 |
| Number of retired participants and beneficiaries receiving payment | 2018-04-30 | 178 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-04-30 | 62,738,294 |
| Number of terminated vested participants | 2018-04-30 | 198 |
| Current liability for terminated vested participants | 2018-04-30 | 21,494,446 |
| Current liability for active participants non vested benefits | 2018-04-30 | 241,325 |
| Current liability for active participants vested benefits | 2018-04-30 | 71,554,007 |
| Total number of active articipats | 2018-04-30 | 277 |
| Current liability for active participants | 2018-04-30 | 71,795,332 |
| Total participant count with liabilities | 2018-04-30 | 653 |
| Total current liabilitoes for participants with libailities | 2018-04-30 | 156,028,072 |
| Total employer contributions in plan year | 2018-04-30 | 2,088,115 |
| Total employee contributions in plan year | 2018-04-30 | 0 |
| Prior year funding deficiency | 2018-04-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-04-30 | 1,012,017 |
| Prior year credit balance | 2018-04-30 | 13,051,329 |
| Amortization credits as of valuation date | 2018-04-30 | 5,176,910 |
| 2017: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 653 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 262 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 149 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 202 |
| Total of all active and inactive participants | 2017-05-01 | 613 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 41 |
| Total participants | 2017-05-01 | 654 |
| Number of participants with account balances | 2017-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-01 | 0 |
| Number of employers contributing to the scheme | 2017-05-01 | 39 |
| Current value of assets | 2017-04-30 | 76,512,843 |
| Acturial value of assets for funding standard account | 2017-04-30 | 84,130,197 |
| Accrued liability for plan using immediate gains methods | 2017-04-30 | 83,963,327 |
| Accrued liability under unit credit cost method | 2017-04-30 | 83,963,327 |
| RPA 94 current liability | 2017-04-30 | 146,631,116 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-04-30 | 2,186,867 |
| Expected release from RPA 94 current liability for plan year | 2017-04-30 | 4,602,758 |
| Expected plan disbursements for the plan year | 2017-04-30 | 4,379,499 |
| Current value of assets | 2017-04-30 | 76,512,843 |
| Number of retired participants and beneficiaries receiving payment | 2017-04-30 | 171 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-04-30 | 55,558,835 |
| Number of terminated vested participants | 2017-04-30 | 195 |
| Current liability for terminated vested participants | 2017-04-30 | 19,564,764 |
| Current liability for active participants non vested benefits | 2017-04-30 | 333,996 |
| Current liability for active participants vested benefits | 2017-04-30 | 71,173,521 |
| Total number of active articipats | 2017-04-30 | 281 |
| Current liability for active participants | 2017-04-30 | 71,507,517 |
| Total participant count with liabilities | 2017-04-30 | 647 |
| Total current liabilitoes for participants with libailities | 2017-04-30 | 146,631,116 |
| Total employer contributions in plan year | 2017-04-30 | 2,107,037 |
| Total employee contributions in plan year | 2017-04-30 | 0 |
| Prior year funding deficiency | 2017-04-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-04-30 | 1,057,986 |
| Prior year credit balance | 2017-04-30 | 10,739,712 |
| Amortization credits as of valuation date | 2017-04-30 | 5,176,910 |
| 2016: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 647 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 277 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 137 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 198 |
| Total of all active and inactive participants | 2016-05-01 | 612 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 41 |
| Total participants | 2016-05-01 | 653 |
| Number of employers contributing to the scheme | 2016-05-01 | 39 |
| Current value of assets | 2016-04-30 | 81,089,371 |
| Acturial value of assets for funding standard account | 2016-04-30 | 82,585,955 |
| Accrued liability for plan using immediate gains methods | 2016-04-30 | 80,880,666 |
| Unfunded liability for methods with bases using spread gains methods | 2016-04-30 | 0 |
| Accrued liabiliy under entry age normal method | 2016-04-30 | 0 |
| Normal cost under entry age normal method | 2016-04-30 | 0 |
| Accrued liability under unit credit cost method | 2016-04-30 | 80,880,666 |
| RPA 94 current liability | 2016-04-30 | 139,383,762 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-04-30 | 2,109,149 |
| Expected release from RPA 94 current liability for plan year | 2016-04-30 | 4,380,270 |
| Expected plan disbursements for the plan year | 2016-04-30 | 4,164,175 |
| Current value of assets | 2016-04-30 | 81,089,371 |
| Number of retired participants and beneficiaries receiving payment | 2016-04-30 | 171 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-04-30 | 53,944,733 |
| Number of terminated vested participants | 2016-04-30 | 202 |
| Current liability for terminated vested participants | 2016-04-30 | 19,591,735 |
| Current liability for active participants non vested benefits | 2016-04-30 | 373,233 |
| Current liability for active participants vested benefits | 2016-04-30 | 65,474,061 |
| Total number of active articipats | 2016-04-30 | 268 |
| Current liability for active participants | 2016-04-30 | 65,847,294 |
| Total participant count with liabilities | 2016-04-30 | 641 |
| Total current liabilitoes for participants with libailities | 2016-04-30 | 139,383,762 |
| Total employer contributions in plan year | 2016-04-30 | 2,509,194 |
| Total employee contributions in plan year | 2016-04-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-04-30 | 1,039,587 |
| Prior year credit balance | 2016-04-30 | 7,960,450 |
| Amortization credits as of valuation date | 2016-04-30 | 5,176,910 |
| 2015: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 641 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 281 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 130 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 195 |
| Total of all active and inactive participants | 2015-05-01 | 606 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 41 |
| Total participants | 2015-05-01 | 647 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 0 |
| Number of employers contributing to the scheme | 2015-05-01 | 34 |
| Current value of assets | 2015-04-30 | 77,154,279 |
| Acturial value of assets for funding standard account | 2015-04-30 | 79,123,322 |
| Accrued liability for plan using immediate gains methods | 2015-04-30 | 78,281,186 |
| Accrued liability under unit credit cost method | 2015-04-30 | 78,281,186 |
| RPA 94 current liability | 2015-04-30 | 131,293,661 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-04-30 | 1,366,163 |
| Expected release from RPA 94 current liability for plan year | 2015-04-30 | 4,192,506 |
| Expected plan disbursements for the plan year | 2015-04-30 | 3,980,961 |
| Current value of assets | 2015-04-30 | 77,154,279 |
| Number of retired participants and beneficiaries receiving payment | 2015-04-30 | 165 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-04-30 | 51,495,639 |
| Number of terminated vested participants | 2015-04-30 | 195 |
| Current liability for terminated vested participants | 2015-04-30 | 16,983,215 |
| Current liability for active participants non vested benefits | 2015-04-30 | 443,804 |
| Current liability for active participants vested benefits | 2015-04-30 | 62,371,003 |
| Total number of active articipats | 2015-04-30 | 280 |
| Current liability for active participants | 2015-04-30 | 62,814,807 |
| Total participant count with liabilities | 2015-04-30 | 640 |
| Total current liabilitoes for participants with libailities | 2015-04-30 | 131,293,661 |
| Total employer contributions in plan year | 2015-04-30 | 2,025,438 |
| Total employee contributions in plan year | 2015-04-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-04-30 | 724,094 |
| Prior year credit balance | 2015-04-30 | 5,477,420 |
| Amortization credits as of valuation date | 2015-04-30 | 5,176,910 |
| 2014: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 445 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 268 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 130 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 202 |
| Total of all active and inactive participants | 2014-05-01 | 600 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 41 |
| Total participants | 2014-05-01 | 641 |
| Number of employers contributing to the scheme | 2014-05-01 | 34 |
| Current value of assets | 2014-04-30 | 69,503,638 |
| Acturial value of assets for funding standard account | 2014-04-30 | 72,802,023 |
| Accrued liability for plan using immediate gains methods | 2014-04-30 | 75,512,788 |
| Accrued liability under unit credit cost method | 2014-04-30 | 75,512,788 |
| RPA 94 current liability | 2014-04-30 | 128,423,422 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-04-30 | 1,332,735 |
| Expected release from RPA 94 current liability for plan year | 2014-04-30 | 4,135,504 |
| Expected plan disbursements for the plan year | 2014-04-30 | 3,923,226 |
| Current value of assets | 2014-04-30 | 69,503,638 |
| Number of retired participants and beneficiaries receiving payment | 2014-04-30 | 165 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-04-30 | 52,008,235 |
| Number of terminated vested participants | 2014-04-30 | 177 |
| Current liability for terminated vested participants | 2014-04-30 | 13,413,867 |
| Current liability for active participants non vested benefits | 2014-04-30 | 542,634 |
| Current liability for active participants vested benefits | 2014-04-30 | 62,458,686 |
| Total number of active articipats | 2014-04-30 | 298 |
| Current liability for active participants | 2014-04-30 | 63,001,320 |
| Total participant count with liabilities | 2014-04-30 | 640 |
| Total current liabilitoes for participants with libailities | 2014-04-30 | 128,423,422 |
| Total employer contributions in plan year | 2014-04-30 | 2,026,585 |
| Total employee contributions in plan year | 2014-04-30 | 0 |
| Prior year funding deficiency | 2014-04-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-04-30 | 696,314 |
| Prior year credit balance | 2014-04-30 | 3,434,969 |
| Amortization credits as of valuation date | 2014-04-30 | 4,814,150 |
| 2013: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 640 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 280 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 127 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 38 |
| Total of all active and inactive participants | 2013-05-01 | 445 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
| Total participants | 2013-05-01 | 445 |
| Number of employers contributing to the scheme | 2013-05-01 | 26 |
| 2012: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 641 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 298 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 128 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 177 |
| Total of all active and inactive participants | 2012-05-01 | 603 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 37 |
| Total participants | 2012-05-01 | 640 |
| Number of employers contributing to the scheme | 2012-05-01 | 26 |
| 2011: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 632 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 301 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 135 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 165 |
| Total of all active and inactive participants | 2011-05-01 | 601 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 40 |
| Total participants | 2011-05-01 | 641 |
| Number of employers contributing to the scheme | 2011-05-01 | 26 |
| 2010: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 614 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 298 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 130 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 164 |
| Total of all active and inactive participants | 2010-05-01 | 592 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-05-01 | 40 |
| Total participants | 2010-05-01 | 632 |
| Number of employers contributing to the scheme | 2010-05-01 | 26 |
| 2009: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 641 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 269 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 165 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 180 |
| Total of all active and inactive participants | 2009-05-01 | 614 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
| Total participants | 2009-05-01 | 614 |
| Number of employers contributing to the scheme | 2009-05-01 | 31 |
| 2008: IBEW LOCAL 129 PENSION FUND PENSION PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-05-01 | 644 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-05-01 | 322 |
| Number of retired or separated participants receiving benefits | 2008-05-01 | 170 |
| Number of other retired or separated participants entitled to future benefits | 2008-05-01 | 149 |
| Total of all active and inactive participants | 2008-05-01 | 641 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-05-01 | 0 |
| Total participants | 2008-05-01 | 641 |
| Number of employers contributing to the scheme | 2008-05-01 | 14 |
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2023-04-30 | $-515,420 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-04-30 | $-313,983 |
| Total unrealized appreciation/depreciation of assets | 2023-04-30 | $-829,403 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $291,477 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $385,618 |
| Total income from all sources (including contributions) | 2023-04-30 | $4,242,090 |
| Total loss/gain on sale of assets | 2023-04-30 | $-573,222 |
| Total of all expenses incurred | 2023-04-30 | $7,174,291 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $6,453,654 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $2,839,408 |
| Value of total assets at end of year | 2023-04-30 | $109,300,692 |
| Value of total assets at beginning of year | 2023-04-30 | $112,327,034 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $720,637 |
| Total interest from all sources | 2023-04-30 | $285,567 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $1,920,715 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $1,919,572 |
| Assets. Real estate other than employer real property at end of year | 2023-04-30 | $11,136,633 |
| Assets. Real estate other than employer real property at beginning of year | 2023-04-30 | $11,549,161 |
| Administrative expenses professional fees incurred | 2023-04-30 | $101,352 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $43,791 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $51,761 |
| Other income not declared elsewhere | 2023-04-30 | $1,143 |
| Administrative expenses (other) incurred | 2023-04-30 | $88,163 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $291,477 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $385,618 |
| Total non interest bearing cash at end of year | 2023-04-30 | $1,225,568 |
| Total non interest bearing cash at beginning of year | 2023-04-30 | $681,606 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $-2,932,201 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $109,009,215 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $111,941,416 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Investment advisory and management fees | 2023-04-30 | $390,616 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $57,827,786 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $50,509,212 |
| Interest earned on other investments | 2023-04-30 | $45,048 |
| Income. Interest from US Government securities | 2023-04-30 | $164,715 |
| Income. Interest from corporate debt instruments | 2023-04-30 | $73,909 |
| Value of interest in common/collective trusts at end of year | 2023-04-30 | $26,628,609 |
| Value of interest in common/collective trusts at beginning of year | 2023-04-30 | $25,941,321 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $101,607 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $11,216,569 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $11,216,569 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $1,895 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-04-30 | $4,134,973 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-04-30 | $4,264,370 |
| Asset value of US Government securities at end of year | 2023-04-30 | $6,242,020 |
| Asset value of US Government securities at beginning of year | 2023-04-30 | $5,331,310 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-30 | $597,882 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Contributions received in cash from employer | 2023-04-30 | $2,839,408 |
| Employer contributions (assets) at end of year | 2023-04-30 | $454,709 |
| Employer contributions (assets) at beginning of year | 2023-04-30 | $380,606 |
| Income. Dividends from common stock | 2023-04-30 | $1,143 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $6,453,654 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-04-30 | $1,504,996 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-04-30 | $2,401,118 |
| Contract administrator fees | 2023-04-30 | $140,506 |
| Did the plan have assets held for investment | 2023-04-30 | 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 | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Aggregate proceeds on sale of assets | 2023-04-30 | $156,981,811 |
| Aggregate carrying amount (costs) on sale of assets | 2023-04-30 | $157,555,033 |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | DGPERRY |
| Accountancy firm EIN | 2023-04-30 | 833033790 |
| 2022 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-04-30 | $2,004,555 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-04-30 | $-7,362,976 |
| Total unrealized appreciation/depreciation of assets | 2022-04-30 | $-5,358,421 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $385,618 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $164,519 |
| Total income from all sources (including contributions) | 2022-04-30 | $2,694,495 |
| Total loss/gain on sale of assets | 2022-04-30 | $2,098,072 |
| Total of all expenses incurred | 2022-04-30 | $6,562,016 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $5,948,805 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $2,614,027 |
| Value of total assets at end of year | 2022-04-30 | $112,327,034 |
| Value of total assets at beginning of year | 2022-04-30 | $115,973,456 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $613,211 |
| Total interest from all sources | 2022-04-30 | $202,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $3,132,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $3,132,562 |
| Assets. Real estate other than employer real property at end of year | 2022-04-30 | $11,549,161 |
| Assets. Real estate other than employer real property at beginning of year | 2022-04-30 | $9,004,524 |
| Administrative expenses professional fees incurred | 2022-04-30 | $90,106 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $51,761 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $1,265 |
| Other income not declared elsewhere | 2022-04-30 | $173 |
| Administrative expenses (other) incurred | 2022-04-30 | $55,701 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $385,618 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $164,519 |
| Total non interest bearing cash at end of year | 2022-04-30 | $681,606 |
| Total non interest bearing cash at beginning of year | 2022-04-30 | $554,961 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-3,867,521 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $111,941,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $115,808,937 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Investment advisory and management fees | 2022-04-30 | $377,404 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $50,509,212 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $67,041,944 |
| Income. Interest from US Government securities | 2022-04-30 | $140,434 |
| Income. Interest from corporate debt instruments | 2022-04-30 | $61,779 |
| Value of interest in common/collective trusts at end of year | 2022-04-30 | $25,941,321 |
| Value of interest in common/collective trusts at beginning of year | 2022-04-30 | $25,892,191 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $11,216,569 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $752,801 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $752,801 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $278 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-04-30 | $4,264,370 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-04-30 | $4,030,718 |
| Asset value of US Government securities at end of year | 2022-04-30 | $5,331,310 |
| Asset value of US Government securities at beginning of year | 2022-04-30 | $6,127,374 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-30 | $5,466 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Contributions received in cash from employer | 2022-04-30 | $2,614,027 |
| Employer contributions (assets) at end of year | 2022-04-30 | $380,606 |
| Employer contributions (assets) at beginning of year | 2022-04-30 | $394,509 |
| Income. Dividends from common stock | 2022-04-30 | $125 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $5,948,805 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-04-30 | $2,401,118 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-04-30 | $2,173,169 |
| Contract administrator fees | 2022-04-30 | $90,000 |
| Did the plan have assets held for investment | 2022-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Aggregate proceeds on sale of assets | 2022-04-30 | $65,353,134 |
| Aggregate carrying amount (costs) on sale of assets | 2022-04-30 | $63,255,062 |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | BODINE PERRY, PLLC |
| Accountancy firm EIN | 2022-04-30 | 833033790 |
| 2021 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-04-30 | $167,592 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-04-30 | $16,140,015 |
| Total unrealized appreciation/depreciation of assets | 2021-04-30 | $16,307,607 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $164,519 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $155,261 |
| Total income from all sources (including contributions) | 2021-04-30 | $32,740,539 |
| Total loss/gain on sale of assets | 2021-04-30 | $4,301,881 |
| Total of all expenses incurred | 2021-04-30 | $5,952,421 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $5,437,393 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $2,227,668 |
| Value of total assets at end of year | 2021-04-30 | $115,973,456 |
| Value of total assets at beginning of year | 2021-04-30 | $89,176,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $515,028 |
| Total interest from all sources | 2021-04-30 | $147,178 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $1,575,572 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $1,574,939 |
| Assets. Real estate other than employer real property at end of year | 2021-04-30 | $9,004,524 |
| Assets. Real estate other than employer real property at beginning of year | 2021-04-30 | $8,934,641 |
| Administrative expenses professional fees incurred | 2021-04-30 | $80,695 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $1,265 |
| Other income not declared elsewhere | 2021-04-30 | $185 |
| Administrative expenses (other) incurred | 2021-04-30 | $54,156 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $164,519 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $155,261 |
| Total non interest bearing cash at end of year | 2021-04-30 | $554,961 |
| Total non interest bearing cash at beginning of year | 2021-04-30 | $758,064 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $26,788,118 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $115,808,937 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $89,020,819 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Investment advisory and management fees | 2021-04-30 | $290,177 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $67,041,944 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $53,893,525 |
| Income. Interest from US Government securities | 2021-04-30 | $10,261 |
| Income. Interest from corporate debt instruments | 2021-04-30 | $129,617 |
| Value of interest in common/collective trusts at end of year | 2021-04-30 | $25,892,191 |
| Value of interest in common/collective trusts at beginning of year | 2021-04-30 | $17,746,512 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $752,801 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $1,411,474 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $1,411,474 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $7,300 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-04-30 | $4,030,718 |
| Asset value of US Government securities at end of year | 2021-04-30 | $6,127,374 |
| Asset value of US Government securities at beginning of year | 2021-04-30 | $1,708,520 |
| Net investment gain or loss from common/collective trusts | 2021-04-30 | $8,145,679 |
| Net gain/loss from 103.12 investment entities | 2021-04-30 | $34,769 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Contributions received in cash from employer | 2021-04-30 | $2,227,668 |
| Employer contributions (assets) at end of year | 2021-04-30 | $394,509 |
| Employer contributions (assets) at beginning of year | 2021-04-30 | $293,400 |
| Income. Dividends from common stock | 2021-04-30 | $633 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $5,437,393 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-04-30 | $2,173,169 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-04-30 | $4,429,944 |
| Contract administrator fees | 2021-04-30 | $90,000 |
| Did the plan have assets held for investment | 2021-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Aggregate proceeds on sale of assets | 2021-04-30 | $6,229,174 |
| Aggregate carrying amount (costs) on sale of assets | 2021-04-30 | $1,927,293 |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
| Accountancy firm name | 2021-04-30 | BODINE PERRY, PLLC |
| Accountancy firm EIN | 2021-04-30 | 833033790 |
| 2020 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-04-30 | $-13,688,214 |
| Total unrealized appreciation/depreciation of assets | 2020-04-30 | $-13,688,214 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $155,261 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $235,516 |
| Total income from all sources (including contributions) | 2020-04-30 | $2,179,266 |
| Total loss/gain on sale of assets | 2020-04-30 | $11,057,371 |
| Total of all expenses incurred | 2020-04-30 | $5,553,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $5,023,691 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $2,280,023 |
| Value of total assets at end of year | 2020-04-30 | $89,176,080 |
| Value of total assets at beginning of year | 2020-04-30 | $92,630,868 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $530,108 |
| Total interest from all sources | 2020-04-30 | $174,535 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $2,355,551 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-04-30 | $2,087,774 |
| Assets. Real estate other than employer real property at end of year | 2020-04-30 | $8,934,641 |
| Assets. Real estate other than employer real property at beginning of year | 2020-04-30 | $9,119,852 |
| Administrative expenses professional fees incurred | 2020-04-30 | $81,101 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Administrative expenses (other) incurred | 2020-04-30 | $52,543 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $155,261 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $235,516 |
| Total non interest bearing cash at end of year | 2020-04-30 | $758,064 |
| Total non interest bearing cash at beginning of year | 2020-04-30 | $475,202 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $-3,374,533 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $89,020,819 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $92,395,352 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Investment advisory and management fees | 2020-04-30 | $306,464 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-04-30 | $53,893,525 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-04-30 | $40,668,743 |
| Income. Interest from US Government securities | 2020-04-30 | $24,015 |
| Income. Interest from corporate debt instruments | 2020-04-30 | $103,376 |
| Value of interest in common/collective trusts at end of year | 2020-04-30 | $17,746,512 |
| Value of interest in common/collective trusts at beginning of year | 2020-04-30 | $7,920,303 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $1,411,474 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $3,091,913 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $3,091,913 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $47,144 |
| Asset value of US Government securities at end of year | 2020-04-30 | $1,708,520 |
| Asset value of US Government securities at beginning of year | 2020-04-30 | $2,413,913 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Contributions received in cash from employer | 2020-04-30 | $2,280,023 |
| Employer contributions (assets) at end of year | 2020-04-30 | $293,400 |
| Employer contributions (assets) at beginning of year | 2020-04-30 | $403,556 |
| Income. Dividends from preferred stock | 2020-04-30 | $165,385 |
| Income. Dividends from common stock | 2020-04-30 | $102,392 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $5,023,691 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-04-30 | $4,429,944 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-04-30 | $3,408,090 |
| Contract administrator fees | 2020-04-30 | $90,000 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-04-30 | $25,129,296 |
| Did the plan have assets held for investment | 2020-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Aggregate proceeds on sale of assets | 2020-04-30 | $613,653 |
| Aggregate carrying amount (costs) on sale of assets | 2020-04-30 | $-10,443,718 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Accountancy firm name | 2020-04-30 | BODINE PERRY, LLC |
| Accountancy firm EIN | 2020-04-30 | 412028444 |
| 2019 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-04-30 | $2,133,410 |
| Total unrealized appreciation/depreciation of assets | 2019-04-30 | $2,133,410 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $235,516 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $181,774 |
| Total income from all sources (including contributions) | 2019-04-30 | $8,858,521 |
| Total loss/gain on sale of assets | 2019-04-30 | $2,102,163 |
| Total of all expenses incurred | 2019-04-30 | $5,550,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $4,922,319 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $2,406,358 |
| Value of total assets at end of year | 2019-04-30 | $92,630,868 |
| Value of total assets at beginning of year | 2019-04-30 | $89,268,667 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $627,743 |
| Total interest from all sources | 2019-04-30 | $160,907 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $2,055,683 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-04-30 | $1,154,602 |
| Administrative expenses professional fees incurred | 2019-04-30 | $76,634 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Administrative expenses (other) incurred | 2019-04-30 | $50,741 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $235,516 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $181,774 |
| Total non interest bearing cash at end of year | 2019-04-30 | $475,202 |
| Total non interest bearing cash at beginning of year | 2019-04-30 | $782,275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $3,308,459 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $92,395,352 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $89,086,893 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2019-04-30 | $9,119,852 |
| Assets. partnership/joint venture interests at beginning of year | 2019-04-30 | $8,639,676 |
| Investment advisory and management fees | 2019-04-30 | $410,459 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $40,668,743 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-04-30 | $39,278,553 |
| Interest earned on other investments | 2019-04-30 | $3,202 |
| Income. Interest from US Government securities | 2019-04-30 | $34,695 |
| Income. Interest from corporate debt instruments | 2019-04-30 | $77,850 |
| Value of interest in common/collective trusts at end of year | 2019-04-30 | $7,920,303 |
| Value of interest in common/collective trusts at beginning of year | 2019-04-30 | $6,980,938 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $3,091,913 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $569,362 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $569,362 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $45,160 |
| Asset value of US Government securities at end of year | 2019-04-30 | $2,413,913 |
| Asset value of US Government securities at beginning of year | 2019-04-30 | $3,079,286 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $2,406,358 |
| Employer contributions (assets) at end of year | 2019-04-30 | $403,556 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $387,646 |
| Income. Dividends from preferred stock | 2019-04-30 | $322,469 |
| Income. Dividends from common stock | 2019-04-30 | $578,612 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $4,922,319 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-04-30 | $3,408,090 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-04-30 | $2,185,134 |
| Contract administrator fees | 2019-04-30 | $89,909 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-04-30 | $25,129,296 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-04-30 | $27,365,797 |
| Did the plan have assets held for investment | 2019-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Aggregate proceeds on sale of assets | 2019-04-30 | $18,536,232 |
| Aggregate carrying amount (costs) on sale of assets | 2019-04-30 | $16,434,069 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
| Accountancy firm name | 2019-04-30 | BODINE PERRY, LLC |
| Accountancy firm EIN | 2019-04-30 | 412028444 |
| 2018 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-04-30 | $5,588,143 |
| Total unrealized appreciation/depreciation of assets | 2018-04-30 | $5,588,143 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $181,774 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $138,020 |
| Total income from all sources (including contributions) | 2018-04-30 | $10,035,451 |
| Total loss/gain on sale of assets | 2018-04-30 | $329,303 |
| Total of all expenses incurred | 2018-04-30 | $5,232,510 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $4,700,578 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $2,226,053 |
| Value of total assets at end of year | 2018-04-30 | $89,268,667 |
| Value of total assets at beginning of year | 2018-04-30 | $84,421,972 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $531,932 |
| Total interest from all sources | 2018-04-30 | $146,563 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $1,745,389 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-04-30 | $1,266,169 |
| Assets. Real estate other than employer real property at end of year | 2018-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2018-04-30 | $0 |
| Administrative expenses professional fees incurred | 2018-04-30 | $67,898 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Participant contributions at end of year | 2018-04-30 | $0 |
| Participant contributions at beginning of year | 2018-04-30 | $0 |
| Participant contributions at end of year | 2018-04-30 | $0 |
| Participant contributions at beginning of year | 2018-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2018-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-04-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-04-30 | $137,938 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2018-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2018-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-04-30 | $0 |
| Administrative expenses (other) incurred | 2018-04-30 | $42,093 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $181,774 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $138,020 |
| Total non interest bearing cash at end of year | 2018-04-30 | $782,275 |
| Total non interest bearing cash at beginning of year | 2018-04-30 | $1,685,746 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $4,802,941 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $89,086,893 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $84,283,952 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2018-04-30 | $8,639,676 |
| Assets. partnership/joint venture interests at beginning of year | 2018-04-30 | $8,078,148 |
| Investment advisory and management fees | 2018-04-30 | $382,265 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-04-30 | $46,259,491 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-04-30 | $40,158,016 |
| Value of interest in pooled separate accounts at end of year | 2018-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2018-04-30 | $0 |
| Income. Interest from US Government securities | 2018-04-30 | $96,031 |
| Income. Interest from corporate debt instruments | 2018-04-30 | $43,629 |
| Value of interest in master investment trust accounts at end of year | 2018-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2018-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2018-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $569,362 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $888,695 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $888,695 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $6,903 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-04-30 | $0 |
| Asset value of US Government securities at end of year | 2018-04-30 | $3,079,286 |
| Asset value of US Government securities at beginning of year | 2018-04-30 | $3,712,691 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Assets. Invements in employer securities at end of year | 2018-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2018-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2018-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2018-04-30 | $0 |
| Contributions received in cash from employer | 2018-04-30 | $2,226,053 |
| Employer contributions (assets) at end of year | 2018-04-30 | $387,646 |
| Employer contributions (assets) at beginning of year | 2018-04-30 | $315,611 |
| Income. Dividends from preferred stock | 2018-04-30 | $11,131 |
| Income. Dividends from common stock | 2018-04-30 | $468,089 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $4,562,640 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-04-30 | $2,185,134 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-04-30 | $1,776,312 |
| Contract administrator fees | 2018-04-30 | $39,676 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-04-30 | $27,365,797 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-04-30 | $27,806,753 |
| Liabilities. Value of benefit claims payable at end of year | 2018-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-04-30 | $0 |
| Did the plan have assets held for investment | 2018-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Aggregate proceeds on sale of assets | 2018-04-30 | $17,811,938 |
| Aggregate carrying amount (costs) on sale of assets | 2018-04-30 | $17,482,635 |
| Liabilities. Value of acquisition indebtedness at end of year | 2018-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
| Accountancy firm name | 2018-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2018-04-30 | 341631968 |
| 2017 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-04-30 | $7,758,088 |
| Total unrealized appreciation/depreciation of assets | 2017-04-30 | $7,758,088 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $138,020 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $171,844 |
| Total income from all sources (including contributions) | 2017-04-30 | $13,063,712 |
| Total loss/gain on sale of assets | 2017-04-30 | $933,744 |
| Total of all expenses incurred | 2017-04-30 | $5,292,603 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $4,712,480 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $2,557,635 |
| Value of total assets at end of year | 2017-04-30 | $84,421,972 |
| Value of total assets at beginning of year | 2017-04-30 | $76,684,687 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $580,123 |
| Total interest from all sources | 2017-04-30 | $155,004 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $1,659,241 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-04-30 | $1,352,587 |
| Assets. Real estate other than employer real property at end of year | 2017-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2017-04-30 | $0 |
| Administrative expenses professional fees incurred | 2017-04-30 | $59,045 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Participant contributions at end of year | 2017-04-30 | $0 |
| Participant contributions at beginning of year | 2017-04-30 | $0 |
| Participant contributions at end of year | 2017-04-30 | $0 |
| Participant contributions at beginning of year | 2017-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2017-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-04-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-04-30 | $450,598 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2017-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2017-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-04-30 | $0 |
| Administrative expenses (other) incurred | 2017-04-30 | $40,666 |
| Liabilities. Value of operating payables at end of year | 2017-04-30 | $138,020 |
| Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $171,844 |
| Total non interest bearing cash at end of year | 2017-04-30 | $1,685,746 |
| Total non interest bearing cash at beginning of year | 2017-04-30 | $1,017,096 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $7,771,109 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $84,283,952 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $76,512,843 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2017-04-30 | $8,078,148 |
| Assets. partnership/joint venture interests at beginning of year | 2017-04-30 | $7,698,000 |
| Investment advisory and management fees | 2017-04-30 | $422,412 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-04-30 | $40,158,016 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-04-30 | $36,941,469 |
| Value of interest in pooled separate accounts at end of year | 2017-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2017-04-30 | $0 |
| Income. Interest from US Government securities | 2017-04-30 | $92,343 |
| Income. Interest from corporate debt instruments | 2017-04-30 | $61,648 |
| Value of interest in master investment trust accounts at end of year | 2017-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2017-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2017-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2017-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-04-30 | $888,695 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-04-30 | $656,678 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-04-30 | $656,678 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $1,013 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-04-30 | $0 |
| Asset value of US Government securities at end of year | 2017-04-30 | $3,712,691 |
| Asset value of US Government securities at beginning of year | 2017-04-30 | $4,796,026 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Assets. Invements in employer securities at end of year | 2017-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2017-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2017-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2017-04-30 | $0 |
| Contributions received in cash from employer | 2017-04-30 | $2,557,635 |
| Employer contributions (assets) at end of year | 2017-04-30 | $315,611 |
| Employer contributions (assets) at beginning of year | 2017-04-30 | $406,489 |
| Income. Dividends from common stock | 2017-04-30 | $306,654 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $4,261,882 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-04-30 | $1,776,312 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-04-30 | $817,757 |
| Contract administrator fees | 2017-04-30 | $58,000 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-04-30 | $27,806,753 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-04-30 | $24,351,172 |
| Liabilities. Value of benefit claims payable at end of year | 2017-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-04-30 | $0 |
| Did the plan have assets held for investment | 2017-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Aggregate proceeds on sale of assets | 2017-04-30 | $26,575,715 |
| Aggregate carrying amount (costs) on sale of assets | 2017-04-30 | $25,641,971 |
| Liabilities. Value of acquisition indebtedness at end of year | 2017-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
| Accountancy firm name | 2017-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2017-04-30 | 341631968 |
| 2016 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-04-30 | $-7,351,295 |
| Total unrealized appreciation/depreciation of assets | 2016-04-30 | $-7,351,295 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $171,844 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $143,037 |
| Total income from all sources (including contributions) | 2016-04-30 | $472,906 |
| Total loss/gain on sale of assets | 2016-04-30 | $3,069,073 |
| Total of all expenses incurred | 2016-04-30 | $5,049,434 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $4,416,029 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $2,979,045 |
| Value of total assets at end of year | 2016-04-30 | $76,684,687 |
| Value of total assets at beginning of year | 2016-04-30 | $81,232,408 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $633,405 |
| Total interest from all sources | 2016-04-30 | $148,495 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $1,626,988 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-30 | $1,355,746 |
| Assets. Real estate other than employer real property at end of year | 2016-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2016-04-30 | $0 |
| Administrative expenses professional fees incurred | 2016-04-30 | $59,108 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Participant contributions at end of year | 2016-04-30 | $0 |
| Participant contributions at beginning of year | 2016-04-30 | $0 |
| Participant contributions at end of year | 2016-04-30 | $0 |
| Participant contributions at beginning of year | 2016-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2016-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-04-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-04-30 | $469,851 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2016-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2016-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-04-30 | $0 |
| Other income not declared elsewhere | 2016-04-30 | $600 |
| Administrative expenses (other) incurred | 2016-04-30 | $44,487 |
| Liabilities. Value of operating payables at end of year | 2016-04-30 | $171,844 |
| Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $143,037 |
| Total non interest bearing cash at end of year | 2016-04-30 | $1,017,096 |
| Total non interest bearing cash at beginning of year | 2016-04-30 | $372,212 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $-4,576,528 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $76,512,843 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $81,089,371 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2016-04-30 | $7,698,000 |
| Assets. partnership/joint venture interests at beginning of year | 2016-04-30 | $6,386,772 |
| Investment advisory and management fees | 2016-04-30 | $447,695 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-04-30 | $36,941,469 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-30 | $28,131,374 |
| Value of interest in pooled separate accounts at end of year | 2016-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2016-04-30 | $0 |
| Income. Interest from US Government securities | 2016-04-30 | $119,288 |
| Income. Interest from corporate debt instruments | 2016-04-30 | $28,381 |
| Value of interest in master investment trust accounts at end of year | 2016-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2016-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $656,678 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $675,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $675,105 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $826 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-04-30 | $0 |
| Asset value of US Government securities at end of year | 2016-04-30 | $4,796,026 |
| Asset value of US Government securities at beginning of year | 2016-04-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Assets. Invements in employer securities at end of year | 2016-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2016-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2016-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2016-04-30 | $0 |
| Contributions received in cash from employer | 2016-04-30 | $2,979,045 |
| Employer contributions (assets) at end of year | 2016-04-30 | $406,489 |
| Employer contributions (assets) at beginning of year | 2016-04-30 | $305,055 |
| Income. Dividends from preferred stock | 2016-04-30 | $2,697 |
| Income. Dividends from common stock | 2016-04-30 | $268,545 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $3,946,178 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-04-30 | $817,757 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-04-30 | $6,269,044 |
| Contract administrator fees | 2016-04-30 | $82,115 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-04-30 | $24,351,172 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-04-30 | $39,092,846 |
| Liabilities. Value of benefit claims payable at end of year | 2016-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-04-30 | $0 |
| Did the plan have assets held for investment | 2016-04-30 | 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 | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Aggregate proceeds on sale of assets | 2016-04-30 | $31,526,549 |
| Aggregate carrying amount (costs) on sale of assets | 2016-04-30 | $28,457,476 |
| Liabilities. Value of acquisition indebtedness at end of year | 2016-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
| Accountancy firm name | 2016-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2016-04-30 | 341631968 |
| 2015 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-04-30 | $579,880 |
| Total unrealized appreciation/depreciation of assets | 2015-04-30 | $579,880 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $143,037 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $126,067 |
| Total income from all sources (including contributions) | 2015-04-30 | $8,835,904 |
| Total loss/gain on sale of assets | 2015-04-30 | $0 |
| Total of all expenses incurred | 2015-04-30 | $4,900,812 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $4,294,982 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $2,405,397 |
| Value of total assets at end of year | 2015-04-30 | $81,232,408 |
| Value of total assets at beginning of year | 2015-04-30 | $77,280,346 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $605,830 |
| Total interest from all sources | 2015-04-30 | $585,767 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $1,266,850 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-04-30 | $507,569 |
| Assets. Real estate other than employer real property at end of year | 2015-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2015-04-30 | $0 |
| Administrative expenses professional fees incurred | 2015-04-30 | $61,045 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Participant contributions at end of year | 2015-04-30 | $0 |
| Participant contributions at beginning of year | 2015-04-30 | $0 |
| Participant contributions at end of year | 2015-04-30 | $0 |
| Participant contributions at beginning of year | 2015-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2015-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-04-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-04-30 | $379,959 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2015-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2015-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-04-30 | $0 |
| Other income not declared elsewhere | 2015-04-30 | $93 |
| Administrative expenses (other) incurred | 2015-04-30 | $36,259 |
| Liabilities. Value of operating payables at end of year | 2015-04-30 | $143,037 |
| Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $126,067 |
| Total non interest bearing cash at end of year | 2015-04-30 | $372,212 |
| Total non interest bearing cash at beginning of year | 2015-04-30 | $348,426 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $3,935,092 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $81,089,371 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $77,154,279 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2015-04-30 | $6,386,772 |
| Assets. partnership/joint venture interests at beginning of year | 2015-04-30 | $1,567,880 |
| Investment advisory and management fees | 2015-04-30 | $448,026 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-04-30 | $28,131,374 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-04-30 | $30,531,272 |
| Value of interest in pooled separate accounts at end of year | 2015-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2015-04-30 | $0 |
| Income. Interest from corporate debt instruments | 2015-04-30 | $514,402 |
| Value of interest in master investment trust accounts at end of year | 2015-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2015-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $675,105 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $640,364 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $640,364 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-30 | $71,365 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-04-30 | $0 |
| Asset value of US Government securities at end of year | 2015-04-30 | $0 |
| Asset value of US Government securities at beginning of year | 2015-04-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-04-30 | $3,997,917 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Assets. Invements in employer securities at end of year | 2015-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2015-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2015-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2015-04-30 | $0 |
| Contributions received in cash from employer | 2015-04-30 | $2,405,397 |
| Employer contributions (assets) at end of year | 2015-04-30 | $305,055 |
| Employer contributions (assets) at beginning of year | 2015-04-30 | $374,169 |
| Income. Dividends from common stock | 2015-04-30 | $759,281 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $3,915,023 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-04-30 | $6,269,044 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-04-30 | $6,028,005 |
| Contract administrator fees | 2015-04-30 | $60,500 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-04-30 | $39,092,846 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-04-30 | $37,790,230 |
| Liabilities. Value of benefit claims payable at end of year | 2015-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-04-30 | $0 |
| Did the plan have assets held for investment | 2015-04-30 | 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 | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2015-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2015-04-30 | 341631968 |
| 2014 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-04-30 | $1,451,228 |
| Total unrealized appreciation/depreciation of assets | 2014-04-30 | $1,451,228 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $126,067 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $99,821 |
| Total income from all sources (including contributions) | 2014-04-30 | $12,036,651 |
| Total loss/gain on sale of assets | 2014-04-30 | $0 |
| Total of all expenses incurred | 2014-04-30 | $4,386,010 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $3,843,886 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $2,091,453 |
| Value of total assets at end of year | 2014-04-30 | $77,280,346 |
| Value of total assets at beginning of year | 2014-04-30 | $69,603,459 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $542,124 |
| Total interest from all sources | 2014-04-30 | $451,839 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $2,261,551 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-04-30 | $197,813 |
| Assets. Real estate other than employer real property at end of year | 2014-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2014-04-30 | $0 |
| Administrative expenses professional fees incurred | 2014-04-30 | $62,585 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Participant contributions at end of year | 2014-04-30 | $0 |
| Participant contributions at beginning of year | 2014-04-30 | $0 |
| Participant contributions at end of year | 2014-04-30 | $0 |
| Participant contributions at beginning of year | 2014-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2014-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-04-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-04-30 | $64,868 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-04-30 | $269,958 |
| Assets. Loans (other than to participants) at end of year | 2014-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2014-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-04-30 | $0 |
| Other income not declared elsewhere | 2014-04-30 | $3,543 |
| Administrative expenses (other) incurred | 2014-04-30 | $39,270 |
| Liabilities. Value of operating payables at end of year | 2014-04-30 | $126,067 |
| Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $99,821 |
| Total non interest bearing cash at end of year | 2014-04-30 | $348,426 |
| Total non interest bearing cash at beginning of year | 2014-04-30 | $561,629 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $7,650,641 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $77,154,279 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $69,503,638 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2014-04-30 | $1,567,880 |
| Assets. partnership/joint venture interests at beginning of year | 2014-04-30 | $0 |
| Investment advisory and management fees | 2014-04-30 | $385,269 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-04-30 | $30,531,272 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-04-30 | $22,574,668 |
| Value of interest in pooled separate accounts at end of year | 2014-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2014-04-30 | $0 |
| Income. Interest from corporate debt instruments | 2014-04-30 | $450,054 |
| Value of interest in master investment trust accounts at end of year | 2014-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2014-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $640,364 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $3,078,774 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $3,078,774 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-04-30 | $1,785 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-04-30 | $0 |
| Asset value of US Government securities at end of year | 2014-04-30 | $0 |
| Asset value of US Government securities at beginning of year | 2014-04-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-04-30 | $5,777,037 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Assets. Invements in employer securities at end of year | 2014-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2014-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2014-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2014-04-30 | $0 |
| Contributions received in cash from employer | 2014-04-30 | $2,091,453 |
| Employer contributions (assets) at end of year | 2014-04-30 | $374,169 |
| Employer contributions (assets) at beginning of year | 2014-04-30 | $223,645 |
| Income. Dividends from common stock | 2014-04-30 | $2,063,738 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $3,779,018 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-04-30 | $6,028,005 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-04-30 | $5,927,694 |
| Contract administrator fees | 2014-04-30 | $55,000 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-04-30 | $37,790,230 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-04-30 | $36,967,091 |
| Liabilities. Value of benefit claims payable at end of year | 2014-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-04-30 | $0 |
| Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2014-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
| Accountancy firm name | 2014-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2014-04-30 | 341631968 |
| 2013 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-04-30 | $4,509,018 |
| Total unrealized appreciation/depreciation of assets | 2013-04-30 | $4,509,018 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $99,821 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $106,860 |
| Total income from all sources (including contributions) | 2013-04-30 | $10,496,225 |
| Total loss/gain on sale of assets | 2013-04-30 | $0 |
| Total of all expenses incurred | 2013-04-30 | $4,342,792 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $3,889,532 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $1,907,191 |
| Value of total assets at end of year | 2013-04-30 | $69,603,459 |
| Value of total assets at beginning of year | 2013-04-30 | $63,457,065 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $453,260 |
| Total interest from all sources | 2013-04-30 | $283,087 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $1,780,692 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-04-30 | $175,561 |
| Assets. Real estate other than employer real property at end of year | 2013-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2013-04-30 | $0 |
| Administrative expenses professional fees incurred | 2013-04-30 | $63,854 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Participant contributions at end of year | 2013-04-30 | $0 |
| Participant contributions at beginning of year | 2013-04-30 | $0 |
| Participant contributions at end of year | 2013-04-30 | $0 |
| Participant contributions at beginning of year | 2013-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2013-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-04-30 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-04-30 | $48,160 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-04-30 | $269,958 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2013-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2013-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-04-30 | $0 |
| Other income not declared elsewhere | 2013-04-30 | $1,683 |
| Administrative expenses (other) incurred | 2013-04-30 | $29,411 |
| Liabilities. Value of operating payables at end of year | 2013-04-30 | $99,821 |
| Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $106,860 |
| Total non interest bearing cash at end of year | 2013-04-30 | $561,629 |
| Total non interest bearing cash at beginning of year | 2013-04-30 | $1,117,142 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $6,153,433 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $69,503,638 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $63,350,205 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2013-04-30 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2013-04-30 | $0 |
| Investment advisory and management fees | 2013-04-30 | $308,295 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-04-30 | $22,574,668 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-04-30 | $14,359,365 |
| Value of interest in pooled separate accounts at end of year | 2013-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-04-30 | $0 |
| Income. Interest from corporate debt instruments | 2013-04-30 | $280,456 |
| Value of interest in master investment trust accounts at end of year | 2013-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2013-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $3,078,774 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $8,067,020 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $8,067,020 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-04-30 | $2,631 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-04-30 | $0 |
| Asset value of US Government securities at end of year | 2013-04-30 | $0 |
| Asset value of US Government securities at beginning of year | 2013-04-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-04-30 | $2,014,554 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Assets. Invements in employer securities at end of year | 2013-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2013-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2013-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2013-04-30 | $0 |
| Contributions received in cash from employer | 2013-04-30 | $1,907,191 |
| Employer contributions (assets) at end of year | 2013-04-30 | $223,645 |
| Employer contributions (assets) at beginning of year | 2013-04-30 | $312,930 |
| Income. Dividends from common stock | 2013-04-30 | $1,605,131 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $3,841,372 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-04-30 | $5,927,694 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-04-30 | $0 |
| Contract administrator fees | 2013-04-30 | $51,700 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-04-30 | $36,967,091 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-04-30 | $39,600,608 |
| Liabilities. Value of benefit claims payable at end of year | 2013-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-04-30 | $0 |
| Did the plan have assets held for investment | 2013-04-30 | 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 | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2013-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
| Accountancy firm name | 2013-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2013-04-30 | 341631968 |
| 2012 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-04-30 | $-961,949 |
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $-961,949 |
| Total transfer of assets to this plan | 2012-04-30 | $0 |
| Total transfer of assets from this plan | 2012-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $106,860 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $117,188 |
| Expenses. Interest paid | 2012-04-30 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-04-30 | $0 |
| Total income from all sources (including contributions) | 2012-04-30 | $3,170,760 |
| Total loss/gain on sale of assets | 2012-04-30 | $-160,068 |
| Total of all expenses incurred | 2012-04-30 | $4,644,148 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $4,225,623 |
| Expenses. Certain deemed distributions of participant loans | 2012-04-30 | $0 |
| Value of total corrective distributions | 2012-04-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $2,813,301 |
| Value of total assets at end of year | 2012-04-30 | $63,457,065 |
| Value of total assets at beginning of year | 2012-04-30 | $64,940,781 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $418,525 |
| Total income from rents | 2012-04-30 | $0 |
| Total interest from all sources | 2012-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $1,479,476 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-04-30 | $0 |
| Assets. Real estate other than employer real property at end of year | 2012-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2012-04-30 | $0 |
| Administrative expenses professional fees incurred | 2012-04-30 | $64,677 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Contributions received from participants | 2012-04-30 | $0 |
| Participant contributions at end of year | 2012-04-30 | $0 |
| Participant contributions at beginning of year | 2012-04-30 | $0 |
| Participant contributions at end of year | 2012-04-30 | $0 |
| Participant contributions at beginning of year | 2012-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2012-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-04-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-04-30 | $62,064 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2012-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2012-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-04-30 | $0 |
| Other income not declared elsewhere | 2012-04-30 | $0 |
| Administrative expenses (other) incurred | 2012-04-30 | $29,662 |
| Liabilities. Value of operating payables at end of year | 2012-04-30 | $106,860 |
| Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $117,188 |
| Total non interest bearing cash at end of year | 2012-04-30 | $1,117,142 |
| Total non interest bearing cash at beginning of year | 2012-04-30 | $532,877 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Income. Non cash contributions | 2012-04-30 | $0 |
| Value of net income/loss | 2012-04-30 | $-1,473,388 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $63,350,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $64,823,593 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2012-04-30 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2012-04-30 | $0 |
| Investment advisory and management fees | 2012-04-30 | $266,436 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-04-30 | $14,359,365 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-04-30 | $19,572,312 |
| Value of interest in pooled separate accounts at end of year | 2012-04-30 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2012-04-30 | $0 |
| Interest on participant loans | 2012-04-30 | $0 |
| Income. Interest from loans (other than to participants) | 2012-04-30 | $0 |
| Interest earned on other investments | 2012-04-30 | $0 |
| Income. Interest from US Government securities | 2012-04-30 | $0 |
| Income. Interest from corporate debt instruments | 2012-04-30 | $0 |
| Value of interest in master investment trust accounts at end of year | 2012-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2012-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2012-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $8,067,020 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $2,289,260 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $2,289,260 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2012-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-04-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-04-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-04-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-04-30 | $0 |
| Asset value of US Government securities at end of year | 2012-04-30 | $0 |
| Asset value of US Government securities at beginning of year | 2012-04-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-04-30 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-04-30 | $0 |
| Net investment gain or loss from common/collective trusts | 2012-04-30 | $0 |
| Net gain/loss from 103.12 investment entities | 2012-04-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Assets. Invements in employer securities at end of year | 2012-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2012-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2012-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2012-04-30 | $0 |
| Contributions received in cash from employer | 2012-04-30 | $2,751,237 |
| Employer contributions (assets) at end of year | 2012-04-30 | $312,930 |
| Employer contributions (assets) at beginning of year | 2012-04-30 | $284,762 |
| Income. Dividends from common stock | 2012-04-30 | $1,479,476 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $4,225,623 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-04-30 | $0 |
| Contract administrator fees | 2012-04-30 | $57,750 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-04-30 | $39,600,608 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-04-30 | $42,261,570 |
| Liabilities. Value of benefit claims payable at end of year | 2012-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-04-30 | $0 |
| Did the plan have assets held for investment | 2012-04-30 | 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 | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Aggregate proceeds on sale of assets | 2012-04-30 | $37,386,032 |
| Aggregate carrying amount (costs) on sale of assets | 2012-04-30 | $37,546,100 |
| Liabilities. Value of acquisition indebtedness at end of year | 2012-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
| Accountancy firm name | 2012-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2012-04-30 | 341631968 |
| 2011 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-04-30 | $7,523,881 |
| Total unrealized appreciation/depreciation of assets | 2011-04-30 | $7,523,881 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $0 |
| Total income from all sources (including contributions) | 2011-04-30 | $10,834,341 |
| Total loss/gain on sale of assets | 2011-04-30 | $-458,887 |
| Total of all expenses incurred | 2011-04-30 | $4,253,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $3,778,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $1,869,140 |
| Value of total assets at end of year | 2011-04-30 | $64,656,019 |
| Value of total assets at beginning of year | 2011-04-30 | $58,075,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $474,891 |
| Total interest from all sources | 2011-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $1,900,207 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Assets. Real estate other than employer real property at end of year | 2011-04-30 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2011-04-30 | $0 |
| Administrative expenses professional fees incurred | 2011-04-30 | $109,132 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-04-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-04-30 | $0 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Participant contributions at end of year | 2011-04-30 | $0 |
| Participant contributions at beginning of year | 2011-04-30 | $0 |
| Participant contributions at end of year | 2011-04-30 | $0 |
| Participant contributions at beginning of year | 2011-04-30 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-04-30 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-04-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-04-30 | $36,227 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-04-30 | $0 |
| Assets. Loans (other than to participants) at end of year | 2011-04-30 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2011-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-04-30 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-04-30 | $0 |
| Administrative expenses (other) incurred | 2011-04-30 | $29,509 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $0 |
| Total non interest bearing cash at end of year | 2011-04-30 | $532,877 |
| Total non interest bearing cash at beginning of year | 2011-04-30 | $629,906 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $6,580,784 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $64,656,019 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $58,075,235 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Assets. partnership/joint venture interests at end of year | 2011-04-30 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2011-04-30 | $0 |
| Investment advisory and management fees | 2011-04-30 | $281,125 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-04-30 | $19,572,312 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-04-30 | $16,573,191 |
| Value of interest in master investment trust accounts at end of year | 2011-04-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2011-04-30 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-04-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2011-04-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $2,289,260 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $4,708,937 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $4,708,937 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-04-30 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-04-30 | $0 |
| Asset value of US Government securities at end of year | 2011-04-30 | $0 |
| Asset value of US Government securities at beginning of year | 2011-04-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Assets. Invements in employer securities at end of year | 2011-04-30 | $0 |
| Assets. Invements in employer securities at beginning of year | 2011-04-30 | $0 |
| Assets. Value of employer real property at end of year | 2011-04-30 | $0 |
| Assets. Value of employer real property at beginning of year | 2011-04-30 | $0 |
| Contributions received in cash from employer | 2011-04-30 | $1,832,913 |
| Employer contributions (assets) at end of year | 2011-04-30 | $0 |
| Employer contributions (assets) at beginning of year | 2011-04-30 | $0 |
| Income. Dividends from common stock | 2011-04-30 | $1,900,207 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $3,778,666 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-04-30 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-04-30 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-04-30 | $0 |
| Contract administrator fees | 2011-04-30 | $55,125 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-04-30 | $42,261,570 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-04-30 | $36,163,201 |
| Liabilities. Value of benefit claims payable at end of year | 2011-04-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-04-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-04-30 | $0 |
| Did the plan have assets held for investment | 2011-04-30 | 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 | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Aggregate proceeds on sale of assets | 2011-04-30 | $57,728,298 |
| Aggregate carrying amount (costs) on sale of assets | 2011-04-30 | $58,187,185 |
| Liabilities. Value of acquisition indebtedness at end of year | 2011-04-30 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-04-30 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | ALAN JANUZZI, CPA |
| Accountancy firm EIN | 2011-04-30 | 341631968 |
| 2010 : IBEW LOCAL 129 PENSION FUND PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-04-30 | $0 |
