?>
Logo

I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST
Plan identification number 003

I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

I.B.E.W. LOCAL UNION 481 has sponsored the creation of one or more 401k plans.

Company Name:I.B.E.W. LOCAL UNION 481
Employer identification number (EIN):351501496
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01STEVE MENSER
0032015-07-01STEVE MENSER
0032014-07-01LARRY VANTRIES
0032013-07-01LARRY VANTRIES
0032012-07-01LARRY VANTRIES
0032011-07-01LARRY VANTRIES
0032010-07-01LARRY VANTRIES
0032009-07-01LARRY VANTRIES SEAN SEYFERTH2011-03-14

Plan Statistics for I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST

401k plan membership statisitcs for I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST

Measure Date Value
2022: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-012,854
Total number of active participants reported on line 7a of the Form 55002022-07-012,820
Number of retired or separated participants receiving benefits2022-07-0132
Number of other retired or separated participants entitled to future benefits2022-07-01118
Total of all active and inactive participants2022-07-012,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-018
Total participants2022-07-012,978
Number of participants with account balances2022-07-012,978
Number of employers contributing to the scheme2022-07-0197
2021: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-012,796
Total number of active participants reported on line 7a of the Form 55002021-07-012,730
Number of retired or separated participants receiving benefits2021-07-0113
Number of other retired or separated participants entitled to future benefits2021-07-01104
Total of all active and inactive participants2021-07-012,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-012,854
Number of participants with account balances2021-07-012,854
Number of employers contributing to the scheme2021-07-01100
2020: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-012,654
Total number of active participants reported on line 7a of the Form 55002020-07-012,708
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0183
Total of all active and inactive participants2020-07-012,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-012,796
Number of participants with account balances2020-07-012,796
Number of employers contributing to the scheme2020-07-0197
2019: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-013,220
Total number of active participants reported on line 7a of the Form 55002019-07-012,590
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0162
Total of all active and inactive participants2019-07-012,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-012,654
Number of participants with account balances2019-07-012,654
Number of employers contributing to the scheme2019-07-0198
2018: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-012,772
Total number of active participants reported on line 7a of the Form 55002018-07-013,181
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0133
Total of all active and inactive participants2018-07-013,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-016
Total participants2018-07-013,220
Number of participants with account balances2018-07-012,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-01118
2017: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-012,520
Total number of active participants reported on line 7a of the Form 55002017-07-012,710
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-017
Total of all active and inactive participants2017-07-012,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-012,720
Number of participants with account balances2017-07-012,625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-01103
2016: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-012,571
Total number of active participants reported on line 7a of the Form 55002016-07-012,164
Number of retired or separated participants receiving benefits2016-07-0127
Number of other retired or separated participants entitled to future benefits2016-07-01324
Total of all active and inactive participants2016-07-012,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-012,520
Number of participants with account balances2016-07-012,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
Number of employers contributing to the scheme2016-07-01104
2015: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-012,624
Total number of active participants reported on line 7a of the Form 55002015-07-012,135
Number of retired or separated participants receiving benefits2015-07-0115
Number of other retired or separated participants entitled to future benefits2015-07-01410
Total of all active and inactive participants2015-07-012,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0111
Total participants2015-07-012,571
Number of participants with account balances2015-07-012,571
Number of employers contributing to the scheme2015-07-01112
2014: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-012,780
Total number of active participants reported on line 7a of the Form 55002014-07-011,848
Number of retired or separated participants receiving benefits2014-07-0129
Number of other retired or separated participants entitled to future benefits2014-07-01741
Total of all active and inactive participants2014-07-012,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-016
Total participants2014-07-012,624
Number of participants with account balances2014-07-012,624
Number of employers contributing to the scheme2014-07-01113
2013: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-012,839
Total number of active participants reported on line 7a of the Form 55002013-07-012,703
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-0168
Total of all active and inactive participants2013-07-012,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-012,780
Number of participants with account balances2013-07-012,677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-01113
2012: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-012,788
Total number of active participants reported on line 7a of the Form 55002012-07-012,758
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0179
Total of all active and inactive participants2012-07-012,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-012,839
Number of participants with account balances2012-07-012,741
Number of employers contributing to the scheme2012-07-01113
2011: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-013,014
Total number of active participants reported on line 7a of the Form 55002011-07-012,746
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0141
Total of all active and inactive participants2011-07-012,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-012,788
Number of participants with account balances2011-07-012,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-01111
2010: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-013,203
Total number of active participants reported on line 7a of the Form 55002010-07-012,942
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0172
Total of all active and inactive participants2010-07-013,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-013,014
Number of participants with account balances2010-07-013,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
Number of employers contributing to the scheme2010-07-01124
2009: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-013,215
Total number of active participants reported on line 7a of the Form 55002009-07-013,051
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01152
Total of all active and inactive participants2009-07-013,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-013,203
Number of participants with account balances2009-07-013,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-01124

Financial Data on I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST

Measure Date Value
2023 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$8,833,102
Total unrealized appreciation/depreciation of assets2023-06-30$8,833,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$837,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$703,371
Total income from all sources (including contributions)2023-06-30$29,165,281
Total loss/gain on sale of assets2023-06-30$-257,734
Total of all expenses incurred2023-06-30$17,356,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$16,805,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$11,411,061
Value of total assets at end of year2023-06-30$246,324,583
Value of total assets at beginning of year2023-06-30$234,381,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$550,770
Total interest from all sources2023-06-30$46,639
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$2,998,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$2,079,875
Administrative expenses professional fees incurred2023-06-30$54,604
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$6,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$624,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$441,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$554,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$462,068
Other income not declared elsewhere2023-06-30$13,941
Administrative expenses (other) incurred2023-06-30$231,900
Liabilities. Value of operating payables at end of year2023-06-30$119,822
Liabilities. Value of operating payables at beginning of year2023-06-30$138,452
Total non interest bearing cash at end of year2023-06-30$53,176
Total non interest bearing cash at beginning of year2023-06-30$53,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$11,809,175
Value of net assets at end of year (total assets less liabilities)2023-06-30$245,487,123
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$233,677,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$10,012,003
Assets. partnership/joint venture interests at beginning of year2023-06-30$11,377,037
Investment advisory and management fees2023-06-30$264,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$65,365,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$55,699,012
Value of interest in common/collective trusts at end of year2023-06-30$98,009,227
Value of interest in common/collective trusts at beginning of year2023-06-30$101,493,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$17,857,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$15,042,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$15,042,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$46,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$5,681,894
Net investment gain or loss from common/collective trusts2023-06-30$438,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$11,404,966
Employer contributions (assets) at end of year2023-06-30$1,055,231
Employer contributions (assets) at beginning of year2023-06-30$897,671
Income. Dividends from common stock2023-06-30$918,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$16,805,336
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$53,316,061
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$49,340,286
Liabilities. Value of benefit claims payable at end of year2023-06-30$163,167
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$102,851
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$32,106
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$36,260
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$19,367,337
Aggregate carrying amount (costs) on sale of assets2023-06-30$19,625,071
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-06-30320043599
2022 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$-13,943,737
Total unrealized appreciation/depreciation of assets2022-06-30$-13,943,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$703,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$734,350
Total income from all sources (including contributions)2022-06-30$-14,410,839
Total loss/gain on sale of assets2022-06-30$3,998,263
Total of all expenses incurred2022-06-30$19,796,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$19,137,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$10,393,156
Value of total assets at end of year2022-06-30$234,381,319
Value of total assets at beginning of year2022-06-30$268,620,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$659,296
Total interest from all sources2022-06-30$1,096
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$5,710,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$4,815,626
Administrative expenses professional fees incurred2022-06-30$53,396
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$171,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$441,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$379,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$462,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$384,134
Other income not declared elsewhere2022-06-30$817
Administrative expenses (other) incurred2022-06-30$189,761
Liabilities. Value of operating payables at end of year2022-06-30$138,452
Liabilities. Value of operating payables at beginning of year2022-06-30$167,102
Total non interest bearing cash at end of year2022-06-30$53,812
Total non interest bearing cash at beginning of year2022-06-30$57,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-34,207,799
Value of net assets at end of year (total assets less liabilities)2022-06-30$233,677,948
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$267,885,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$11,377,037
Assets. partnership/joint venture interests at beginning of year2022-06-30$11,560,217
Investment advisory and management fees2022-06-30$416,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$55,699,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$60,006,760
Value of interest in common/collective trusts at end of year2022-06-30$101,493,910
Value of interest in common/collective trusts at beginning of year2022-06-30$114,950,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$15,042,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$18,509,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$18,509,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-14,417,616
Net investment gain or loss from common/collective trusts2022-06-30$-6,152,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$10,221,965
Employer contributions (assets) at end of year2022-06-30$897,671
Employer contributions (assets) at beginning of year2022-06-30$924,560
Income. Dividends from common stock2022-06-30$894,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$19,137,664
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$49,340,286
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$62,176,497
Liabilities. Value of benefit claims payable at end of year2022-06-30$102,851
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$183,114
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$36,260
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$54,620
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$49,574,133
Aggregate carrying amount (costs) on sale of assets2022-06-30$45,575,870
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-06-30320043599
2021 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$16,724,345
Total unrealized appreciation/depreciation of assets2021-06-30$16,724,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$734,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,297,274
Total income from all sources (including contributions)2021-06-30$65,271,332
Total loss/gain on sale of assets2021-06-30$7,132,285
Total of all expenses incurred2021-06-30$14,027,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$13,528,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$10,705,892
Value of total assets at end of year2021-06-30$268,620,097
Value of total assets at beginning of year2021-06-30$217,939,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$499,202
Total interest from all sources2021-06-30$5,765
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$2,158,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,329,901
Administrative expenses professional fees incurred2021-06-30$67,021
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$187,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$379,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$1,143,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$384,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,171,292
Other income not declared elsewhere2021-06-30$1,512
Administrative expenses (other) incurred2021-06-30$175,098
Liabilities. Value of operating payables at end of year2021-06-30$167,102
Liabilities. Value of operating payables at beginning of year2021-06-30$102,933
Total non interest bearing cash at end of year2021-06-30$57,203
Total non interest bearing cash at beginning of year2021-06-30$14,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$51,243,803
Value of net assets at end of year (total assets less liabilities)2021-06-30$267,885,747
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$216,641,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$11,560,217
Assets. partnership/joint venture interests at beginning of year2021-06-30$10,257,506
Investment advisory and management fees2021-06-30$257,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$60,006,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$43,339,579
Value of interest in common/collective trusts at end of year2021-06-30$114,950,973
Value of interest in common/collective trusts at beginning of year2021-06-30$108,115,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$18,509,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$7,193,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$7,193,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$5,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$12,108,778
Net investment gain or loss from common/collective trusts2021-06-30$16,434,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$10,518,789
Employer contributions (assets) at end of year2021-06-30$924,560
Employer contributions (assets) at beginning of year2021-06-30$861,542
Income. Dividends from common stock2021-06-30$828,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$13,528,327
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$62,176,497
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$46,952,856
Liabilities. Value of benefit claims payable at end of year2021-06-30$183,114
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$23,049
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$54,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$60,397
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$34,469,104
Aggregate carrying amount (costs) on sale of assets2021-06-30$27,336,819
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-06-30320043599
2020 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$829,555
Total unrealized appreciation/depreciation of assets2020-06-30$829,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,297,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$724,298
Total income from all sources (including contributions)2020-06-30$17,764,540
Total loss/gain on sale of assets2020-06-30$-727,204
Total of all expenses incurred2020-06-30$18,003,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$17,567,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$10,404,619
Value of total assets at end of year2020-06-30$217,939,218
Value of total assets at beginning of year2020-06-30$217,604,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$435,348
Total interest from all sources2020-06-30$111,661
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,095,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,220,808
Administrative expenses professional fees incurred2020-06-30$66,246
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$1,143,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$428,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,171,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$724,298
Other income not declared elsewhere2020-06-30$12,828
Administrative expenses (other) incurred2020-06-30$160,745
Liabilities. Value of operating payables at end of year2020-06-30$102,933
Total non interest bearing cash at end of year2020-06-30$14,990
Total non interest bearing cash at beginning of year2020-06-30$45,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-238,683
Value of net assets at end of year (total assets less liabilities)2020-06-30$216,641,944
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$216,880,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$10,257,506
Assets. partnership/joint venture interests at beginning of year2020-06-30$11,153,596
Investment advisory and management fees2020-06-30$208,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$43,339,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$65,121,554
Value of interest in common/collective trusts at end of year2020-06-30$108,115,570
Value of interest in common/collective trusts at beginning of year2020-06-30$84,927,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$7,193,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$8,435,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$8,435,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$111,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$2,853,768
Net investment gain or loss from common/collective trusts2020-06-30$2,184,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$10,404,619
Employer contributions (assets) at end of year2020-06-30$861,542
Employer contributions (assets) at beginning of year2020-06-30$921,833
Income. Dividends from common stock2020-06-30$874,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$17,567,875
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$46,952,856
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$46,490,408
Liabilities. Value of benefit claims payable at end of year2020-06-30$23,049
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$60,397
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$80,751
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$23,872,532
Aggregate carrying amount (costs) on sale of assets2020-06-30$24,599,736
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-06-30320043599
2019 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$4,804,733
Total unrealized appreciation/depreciation of assets2019-06-30$4,804,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$724,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,126,132
Total income from all sources (including contributions)2019-06-30$22,376,642
Total loss/gain on sale of assets2019-06-30$1,321,532
Total of all expenses incurred2019-06-30$13,445,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$12,634,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$9,736,011
Value of total assets at end of year2019-06-30$217,604,925
Value of total assets at beginning of year2019-06-30$209,076,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$811,215
Total interest from all sources2019-06-30$876,163
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$580,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$87,164
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$1,253,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$428,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$1,225,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$724,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1,126,132
Administrative expenses (other) incurred2019-06-30$214,076
Total non interest bearing cash at end of year2019-06-30$45,593
Total non interest bearing cash at beginning of year2019-06-30$98,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$8,930,754
Value of net assets at end of year (total assets less liabilities)2019-06-30$216,880,627
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$207,949,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$11,153,596
Assets. partnership/joint venture interests at beginning of year2019-06-30$13,074,019
Investment advisory and management fees2019-06-30$509,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$65,121,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$53,275,878
Interest earned on other investments2019-06-30$122,278
Income. Interest from US Government securities2019-06-30$445,739
Value of interest in common/collective trusts at end of year2019-06-30$84,927,080
Value of interest in common/collective trusts at beginning of year2019-06-30$47,060,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$8,435,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$6,676,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$6,676,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$308,146
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$20,480,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,084,083
Net investment gain or loss from common/collective trusts2019-06-30$3,973,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$9,736,011
Employer contributions (assets) at end of year2019-06-30$921,833
Employer contributions (assets) at beginning of year2019-06-30$675,869
Income. Dividends from common stock2019-06-30$580,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$12,634,673
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$14,302,126
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$46,490,408
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$50,908,730
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$80,751
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$43,994
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$1,321,532
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2019-06-30351090346
2018 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$10,250,565
Total unrealized appreciation/depreciation of assets2018-06-30$10,250,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,126,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$258,874
Total income from all sources (including contributions)2018-06-30$26,427,023
Total loss/gain on sale of assets2018-06-30$-2,325,205
Total of all expenses incurred2018-06-30$11,478,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,110,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,914,225
Value of total assets at end of year2018-06-30$209,076,005
Value of total assets at beginning of year2018-06-30$193,260,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,368,043
Total interest from all sources2018-06-30$2,294,305
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,137,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$77,913
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,000
Assets. Other investments not covered elsewhere at end of year2018-06-30$1,253,361
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$1,164,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$1,225,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$313,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,126,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$258,874
Administrative expenses (other) incurred2018-06-30$292,201
Total non interest bearing cash at end of year2018-06-30$98,612
Total non interest bearing cash at beginning of year2018-06-30$411,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$14,948,198
Value of net assets at end of year (total assets less liabilities)2018-06-30$207,949,873
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$193,001,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$13,074,019
Assets. partnership/joint venture interests at beginning of year2018-06-30$10,652,792
Investment advisory and management fees2018-06-30$997,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$53,275,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$17,536,864
Interest earned on other investments2018-06-30$815,146
Income. Interest from US Government securities2018-06-30$770,160
Income. Interest from corporate debt instruments2018-06-30$620,978
Value of interest in common/collective trusts at end of year2018-06-30$47,060,766
Value of interest in common/collective trusts at beginning of year2018-06-30$76,151,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$6,676,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$6,479,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$6,479,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$88,021
Asset value of US Government securities at end of year2018-06-30$20,480,600
Asset value of US Government securities at beginning of year2018-06-30$18,774,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-527,174
Net investment gain or loss from common/collective trusts2018-06-30$4,683,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,912,225
Employer contributions (assets) at end of year2018-06-30$675,869
Employer contributions (assets) at beginning of year2018-06-30$814,615
Income. Dividends from preferred stock2018-06-30$955,237
Income. Dividends from common stock2018-06-30$1,181,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$10,110,782
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$14,302,126
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$13,062,680
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$50,908,730
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$47,888,534
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$43,994
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$9,452
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$30,008,477
Aggregate carrying amount (costs) on sale of assets2018-06-30$32,333,682
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2018-06-30351090346
2017 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$6,137,635
Total unrealized appreciation/depreciation of assets2017-06-30$6,137,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$258,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$195,597
Total income from all sources (including contributions)2017-06-30$31,644,534
Total loss/gain on sale of assets2017-06-30$2,140,520
Total of all expenses incurred2017-06-30$14,975,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$13,699,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,815,850
Value of total assets at end of year2017-06-30$193,260,549
Value of total assets at beginning of year2017-06-30$176,527,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,275,427
Total interest from all sources2017-06-30$1,056,737
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,661,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$602,115
Administrative expenses professional fees incurred2017-06-30$41,783
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$1,164,566
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$896,244
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$68,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$313,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$329,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$258,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$195,597
Other income not declared elsewhere2017-06-30$890,653
Administrative expenses (other) incurred2017-06-30$329,264
Total non interest bearing cash at end of year2017-06-30$411,758
Total non interest bearing cash at beginning of year2017-06-30$597,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$16,669,443
Value of net assets at end of year (total assets less liabilities)2017-06-30$193,001,675
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$176,332,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$10,652,792
Assets. partnership/joint venture interests at beginning of year2017-06-30$9,999,853
Investment advisory and management fees2017-06-30$904,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$17,536,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$21,395,270
Interest earned on other investments2017-06-30$248,606
Income. Interest from US Government securities2017-06-30$388,739
Income. Interest from corporate debt instruments2017-06-30$395,977
Value of interest in common/collective trusts at end of year2017-06-30$76,151,949
Value of interest in common/collective trusts at beginning of year2017-06-30$49,730,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$6,479,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$3,878,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$3,878,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$23,415
Asset value of US Government securities at end of year2017-06-30$18,774,304
Asset value of US Government securities at beginning of year2017-06-30$14,882,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,107,699
Net investment gain or loss from common/collective trusts2017-06-30$7,833,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,746,969
Employer contributions (assets) at end of year2017-06-30$814,615
Employer contributions (assets) at beginning of year2017-06-30$630,838
Income. Dividends from common stock2017-06-30$1,059,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$13,699,664
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$13,062,680
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$11,005,264
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$47,888,534
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$63,172,931
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$9,452
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$8,533
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$64,016,701
Aggregate carrying amount (costs) on sale of assets2017-06-30$61,876,181
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-06-30351090346
2016 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-388,831
Total unrealized appreciation/depreciation of assets2016-06-30$-388,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$195,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$189,400
Total income from all sources (including contributions)2016-06-30$8,155,100
Total loss/gain on sale of assets2016-06-30$-2,847,432
Total of all expenses incurred2016-06-30$15,472,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$14,191,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$8,669,591
Value of total assets at end of year2016-06-30$176,527,829
Value of total assets at beginning of year2016-06-30$183,839,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,281,093
Total interest from all sources2016-06-30$982,950
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,901,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$637,435
Administrative expenses professional fees incurred2016-06-30$41,625
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$896,244
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$941,681
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$777,145
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$329,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$360,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$195,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$189,400
Other income not declared elsewhere2016-06-30$277,421
Administrative expenses (other) incurred2016-06-30$283,233
Total non interest bearing cash at end of year2016-06-30$597,361
Total non interest bearing cash at beginning of year2016-06-30$786,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-7,317,484
Value of net assets at end of year (total assets less liabilities)2016-06-30$176,332,232
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$183,649,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$9,999,853
Assets. partnership/joint venture interests at beginning of year2016-06-30$9,351,782
Investment advisory and management fees2016-06-30$956,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$21,395,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$22,109,612
Interest earned on other investments2016-06-30$191,062
Income. Interest from US Government securities2016-06-30$381,011
Income. Interest from corporate debt instruments2016-06-30$408,293
Value of interest in common/collective trusts at end of year2016-06-30$49,730,322
Value of interest in common/collective trusts at beginning of year2016-06-30$50,208,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$3,878,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$5,385,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$5,385,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$2,584
Asset value of US Government securities at end of year2016-06-30$14,882,724
Asset value of US Government securities at beginning of year2016-06-30$14,207,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-291,544
Net investment gain or loss from common/collective trusts2016-06-30$-149,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$7,892,446
Employer contributions (assets) at end of year2016-06-30$630,838
Employer contributions (assets) at beginning of year2016-06-30$550,597
Income. Dividends from common stock2016-06-30$1,264,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$14,191,491
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$11,005,264
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$11,397,853
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$63,172,931
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$68,525,140
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$8,533
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$13,252
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$53,946,508
Aggregate carrying amount (costs) on sale of assets2016-06-30$56,793,940
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2016-06-30351090346
2015 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$1,175,476
Total unrealized appreciation/depreciation of assets2015-06-30$1,175,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$189,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$432,789
Total income from all sources (including contributions)2015-06-30$15,311,374
Total loss/gain on sale of assets2015-06-30$325,094
Total of all expenses incurred2015-06-30$16,739,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$15,643,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$8,117,060
Value of total assets at end of year2015-06-30$183,839,116
Value of total assets at beginning of year2015-06-30$185,510,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,096,248
Total interest from all sources2015-06-30$944,676
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,529,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,208,172
Administrative expenses professional fees incurred2015-06-30$46,815
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$3,108
Assets. Other investments not covered elsewhere at end of year2015-06-30$941,681
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$971,772
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,648,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$360,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$359,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$189,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$432,789
Other income not declared elsewhere2015-06-30$469,333
Administrative expenses (other) incurred2015-06-30$266,986
Total non interest bearing cash at end of year2015-06-30$786,978
Total non interest bearing cash at beginning of year2015-06-30$817,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,428,094
Value of net assets at end of year (total assets less liabilities)2015-06-30$183,649,716
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$185,077,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$9,351,782
Assets. partnership/joint venture interests at beginning of year2015-06-30$2,625,720
Investment advisory and management fees2015-06-30$782,447
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$22,109,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$17,133,580
Interest earned on other investments2015-06-30$146,407
Income. Interest from US Government securities2015-06-30$361,268
Income. Interest from corporate debt instruments2015-06-30$434,124
Value of interest in common/collective trusts at end of year2015-06-30$50,208,743
Value of interest in common/collective trusts at beginning of year2015-06-30$47,519,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$5,385,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$16,300,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$16,300,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$2,877
Asset value of US Government securities at end of year2015-06-30$14,207,579
Asset value of US Government securities at beginning of year2015-06-30$13,804,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-18,249
Net investment gain or loss from common/collective trusts2015-06-30$1,768,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,465,586
Employer contributions (assets) at end of year2015-06-30$550,597
Employer contributions (assets) at beginning of year2015-06-30$608,197
Income. Dividends from common stock2015-06-30$1,320,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$15,643,220
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$11,397,853
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$11,330,708
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$68,525,140
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$74,022,334
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$13,252
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$15,957
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$65,162,242
Aggregate carrying amount (costs) on sale of assets2015-06-30$64,837,148
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-06-30351090346
2014 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$12,846,002
Total unrealized appreciation/depreciation of assets2014-06-30$12,846,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$432,789
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$159,861
Total income from all sources (including contributions)2014-06-30$36,621,313
Total loss/gain on sale of assets2014-06-30$4,977,964
Total of all expenses incurred2014-06-30$14,043,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$12,823,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,846,750
Value of total assets at end of year2014-06-30$185,510,599
Value of total assets at beginning of year2014-06-30$162,659,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,219,613
Total interest from all sources2014-06-30$906,386
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$2,212,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$668,198
Administrative expenses professional fees incurred2014-06-30$102,592
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$7,839,774
Amount contributed by the employer to the plan for this plan year2014-06-30$7,839,774
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$6,976
Assets. Other investments not covered elsewhere at end of year2014-06-30$971,772
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$946,289
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$871,768
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$124,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$359,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$360,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$432,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$159,861
Administrative expenses (other) incurred2014-06-30$231,337
Total non interest bearing cash at end of year2014-06-30$817,891
Total non interest bearing cash at beginning of year2014-06-30$661,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$22,578,103
Value of net assets at end of year (total assets less liabilities)2014-06-30$185,077,810
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$162,499,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$2,625,720
Assets. partnership/joint venture interests at beginning of year2014-06-30$2,433,197
Investment advisory and management fees2014-06-30$885,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$17,133,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$12,785,099
Interest earned on other investments2014-06-30$41,410
Income. Interest from US Government securities2014-06-30$393,246
Income. Interest from corporate debt instruments2014-06-30$471,730
Value of interest in common/collective trusts at end of year2014-06-30$47,519,794
Value of interest in common/collective trusts at beginning of year2014-06-30$40,351,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$16,300,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$7,821,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$7,821,624
Asset value of US Government securities at end of year2014-06-30$13,804,244
Asset value of US Government securities at beginning of year2014-06-30$14,110,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,198,180
Net investment gain or loss from common/collective trusts2014-06-30$5,633,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$6,968,006
Employer contributions (assets) at end of year2014-06-30$608,197
Employer contributions (assets) at beginning of year2014-06-30$704,511
Income. Dividends from common stock2014-06-30$1,544,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$12,699,384
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$11,330,708
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$10,643,964
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$74,022,334
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$71,805,519
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$15,957
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$35,367
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$100,989,052
Aggregate carrying amount (costs) on sale of assets2014-06-30$96,011,088
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2014-06-30351090346
2013 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$10,363,434
Total unrealized appreciation/depreciation of assets2013-06-30$10,363,434
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$159,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$202,555
Total income from all sources (including contributions)2013-06-30$28,745,130
Total loss/gain on sale of assets2013-06-30$3,163,304
Total of all expenses incurred2013-06-30$14,932,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$13,887,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$8,380,397
Value of total assets at end of year2013-06-30$162,659,568
Value of total assets at beginning of year2013-06-30$148,889,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,044,226
Total interest from all sources2013-06-30$926,300
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$2,085,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$405,610
Administrative expenses professional fees incurred2013-06-30$88,828
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$8,372,181
Amount contributed by the employer to the plan for this plan year2013-06-30$8,372,181
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$8,216
Assets. Other investments not covered elsewhere at end of year2013-06-30$946,289
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$1,167,129
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$890,507
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$162,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$360,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$326,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$159,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$202,555
Administrative expenses (other) incurred2013-06-30$210,664
Total non interest bearing cash at end of year2013-06-30$661,669
Total non interest bearing cash at beginning of year2013-06-30$457,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$13,813,042
Value of net assets at end of year (total assets less liabilities)2013-06-30$162,499,707
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$148,686,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$2,433,197
Assets. partnership/joint venture interests at beginning of year2013-06-30$2,033,213
Investment advisory and management fees2013-06-30$744,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$12,785,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$11,316,437
Interest earned on other investments2013-06-30$44,669
Income. Interest from US Government securities2013-06-30$373,785
Income. Interest from corporate debt instruments2013-06-30$507,846
Value of interest in common/collective trusts at end of year2013-06-30$40,351,678
Value of interest in common/collective trusts at beginning of year2013-06-30$34,549,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$7,821,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$4,004,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$4,004,840
Asset value of US Government securities at end of year2013-06-30$14,110,349
Asset value of US Government securities at beginning of year2013-06-30$14,181,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$958,685
Net investment gain or loss from common/collective trusts2013-06-30$2,867,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$7,481,674
Employer contributions (assets) at end of year2013-06-30$704,511
Employer contributions (assets) at beginning of year2013-06-30$590,221
Income. Dividends from common stock2013-06-30$1,679,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$13,725,081
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$10,643,964
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$10,526,028
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$71,805,519
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$69,710,320
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$35,367
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$26,156
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$80,808,351
Aggregate carrying amount (costs) on sale of assets2013-06-30$77,645,047
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-06-30351090346
2012 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$3,730,005
Total unrealized appreciation/depreciation of assets2012-06-30$3,730,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$202,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$224,897
Total income from all sources (including contributions)2012-06-30$9,942,143
Total loss/gain on sale of assets2012-06-30$-5,222,879
Total of all expenses incurred2012-06-30$16,832,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$15,869,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$8,661,050
Value of total assets at end of year2012-06-30$148,889,220
Value of total assets at beginning of year2012-06-30$155,801,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$962,269
Total interest from all sources2012-06-30$958,262
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,828,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$525,167
Administrative expenses professional fees incurred2012-06-30$112,948
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$8,653,805
Amount contributed by the employer to the plan for this plan year2012-06-30$8,653,805
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$7,245
Assets. Other investments not covered elsewhere at end of year2012-06-30$1,167,129
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$905,857
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,196,366
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$137,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$326,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$481,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$202,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$224,897
Administrative expenses (other) incurred2012-06-30$184,968
Total non interest bearing cash at end of year2012-06-30$457,573
Total non interest bearing cash at beginning of year2012-06-30$972,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-6,890,034
Value of net assets at end of year (total assets less liabilities)2012-06-30$148,686,665
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$155,576,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$2,033,213
Assets. partnership/joint venture interests at beginning of year2012-06-30$1,135,674
Investment advisory and management fees2012-06-30$664,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$11,316,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$8,889,407
Interest earned on other investments2012-06-30$49,271
Income. Interest from US Government securities2012-06-30$406,101
Income. Interest from corporate debt instruments2012-06-30$502,890
Value of interest in common/collective trusts at end of year2012-06-30$34,549,287
Value of interest in common/collective trusts at beginning of year2012-06-30$33,981,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$4,004,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,249,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,249,477
Asset value of US Government securities at end of year2012-06-30$14,181,854
Asset value of US Government securities at beginning of year2012-06-30$13,191,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-152,574
Net investment gain or loss from common/collective trusts2012-06-30$139,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$7,457,439
Employer contributions (assets) at end of year2012-06-30$590,221
Employer contributions (assets) at beginning of year2012-06-30$480,428
Income. Dividends from common stock2012-06-30$1,303,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$15,732,526
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$10,526,028
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$9,486,023
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$69,710,320
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$84,005,501
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$26,156
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$21,747
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$94,923,441
Aggregate carrying amount (costs) on sale of assets2012-06-30$100,146,320
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2012-06-30351090346
2011 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$12,962,379
Total unrealized appreciation/depreciation of assets2011-06-30$12,962,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$224,897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$140,726
Total income from all sources (including contributions)2011-06-30$38,131,919
Total loss/gain on sale of assets2011-06-30$9,314,536
Total of all expenses incurred2011-06-30$16,822,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$15,775,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$7,699,620
Value of total assets at end of year2011-06-30$155,801,596
Value of total assets at beginning of year2011-06-30$134,407,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,046,750
Total interest from all sources2011-06-30$1,138,549
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$1,820,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$79,249
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$7,679,561
Amount contributed by the employer to the plan for this plan year2011-06-30$7,679,561
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$20,059
Assets. Other investments not covered elsewhere at end of year2011-06-30$905,857
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$915,946
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,145,176
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$154,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$481,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$346,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$224,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$140,726
Administrative expenses (other) incurred2011-06-30$203,543
Total non interest bearing cash at end of year2011-06-30$972,608
Total non interest bearing cash at beginning of year2011-06-30$1,633,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$21,309,572
Value of net assets at end of year (total assets less liabilities)2011-06-30$155,576,699
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$134,267,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$1,135,674
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$763,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$8,889,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$18,065,454
Interest earned on other investments2011-06-30$48,107
Income. Interest from US Government securities2011-06-30$472,501
Income. Interest from corporate debt instruments2011-06-30$617,941
Value of interest in common/collective trusts at end of year2011-06-30$33,981,573
Value of interest in common/collective trusts at beginning of year2011-06-30$20,123,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,249,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$5,144,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$5,144,203
Asset value of US Government securities at end of year2011-06-30$13,191,941
Asset value of US Government securities at beginning of year2011-06-30$11,827,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$665,304
Net investment gain or loss from common/collective trusts2011-06-30$4,531,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$6,534,385
Employer contributions (assets) at end of year2011-06-30$480,428
Employer contributions (assets) at beginning of year2011-06-30$534,589
Income. Dividends from preferred stock2011-06-30$1,091,877
Income. Dividends from common stock2011-06-30$728,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$15,621,311
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$9,486,023
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$12,783,592
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$84,005,501
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$63,018,760
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$21,747
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$15,113
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$102,894,760
Aggregate carrying amount (costs) on sale of assets2011-06-30$93,580,224
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2011-06-30351090346
2010 : I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$7,451,181
Amount contributed by the employer to the plan for this plan year2010-06-30$7,451,181

Form 5500 Responses for I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST

2022: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION 481 DEFINED CONTRIBUTION PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

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

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

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

See full terms and conditions

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