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INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 401k Plan overview

Plan NameINTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST
Plan identification number 001

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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

BOARD OF TRUSTEES, IBEW LOCAL NO. 725 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL NO. 725
Employer identification number (EIN):351860603
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012019-06-01BECKY LAMBERT2021-01-12 R. TODD THACKER2021-01-10
0012018-06-01ANN K. HOWARD2019-12-13 RICHARD MACTHACKER2019-12-13
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01
0012013-06-01
0012012-06-01ANN HOWARD
0012011-06-01ANN HOWARD
0012010-06-01ANN HOWARD
0012009-06-01ANN HOWARD

Plan Statistics for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST

Measure Date Value
2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-06-011,022
Total number of active participants reported on line 7a of the Form 55002022-06-011,051
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-0150
Total of all active and inactive participants2022-06-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-015
Total participants2022-06-011,106
Number of participants with account balances2022-06-01997
Number of employers contributing to the scheme2022-06-01107
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-011,007
Total number of active participants reported on line 7a of the Form 55002021-06-011,021
Number of retired or separated participants receiving benefits2021-06-011
Total of all active and inactive participants2021-06-011,022
Total participants2021-06-011,022
Number of participants with account balances2021-06-01925
Number of employers contributing to the scheme2021-06-0190
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-01995
Total number of active participants reported on line 7a of the Form 55002020-06-011,006
Number of retired or separated participants receiving benefits2020-06-011
Total of all active and inactive participants2020-06-011,007
Total participants2020-06-011,007
Number of participants with account balances2020-06-01914
Number of employers contributing to the scheme2020-06-0172
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-01949
Total number of active participants reported on line 7a of the Form 55002019-06-01994
Number of retired or separated participants receiving benefits2019-06-011
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01995
Number of participants with account balances2019-06-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
Number of employers contributing to the scheme2019-06-0151
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-01936
Total number of active participants reported on line 7a of the Form 55002018-06-01937
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-011
Total of all active and inactive participants2018-06-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01938
Number of participants with account balances2018-06-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
Number of employers contributing to the scheme2018-06-0152
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-01920
Total number of active participants reported on line 7a of the Form 55002017-06-01935
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01935
Number of participants with account balances2017-06-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Number of employers contributing to the scheme2017-06-0180
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-01920
Total number of active participants reported on line 7a of the Form 55002016-06-01913
Total of all active and inactive participants2016-06-01913
Total participants2016-06-01913
Number of participants with account balances2016-06-01864
Number of employers contributing to the scheme2016-06-0150
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-011,333
Total number of active participants reported on line 7a of the Form 55002015-06-01917
Total of all active and inactive participants2015-06-01917
Total participants2015-06-01917
Number of participants with account balances2015-06-01872
Number of employers contributing to the scheme2015-06-0154
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-011,334
Total number of active participants reported on line 7a of the Form 55002014-06-011,296
Number of other retired or separated participants entitled to future benefits2014-06-0137
Total of all active and inactive participants2014-06-011,333
Total participants2014-06-011,333
Number of participants with account balances2014-06-01851
Number of employers contributing to the scheme2014-06-0159
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-011,331
Total number of active participants reported on line 7a of the Form 55002013-06-011,302
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-0132
Total of all active and inactive participants2013-06-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-011,334
Number of participants with account balances2013-06-01867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
Number of employers contributing to the scheme2013-06-0178
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-011,364
Total number of active participants reported on line 7a of the Form 55002012-06-011,302
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0129
Total of all active and inactive participants2012-06-011,331
Total participants2012-06-011,331
Number of participants with account balances2012-06-01873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0120
Number of employers contributing to the scheme2012-06-0162
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-011,353
Total number of active participants reported on line 7a of the Form 55002011-06-011,332
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0132
Total of all active and inactive participants2011-06-011,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-011,364
Number of participants with account balances2011-06-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0121
Number of employers contributing to the scheme2011-06-0161
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-06-011,293
Total number of active participants reported on line 7a of the Form 55002010-06-011,333
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-0120
Total of all active and inactive participants2010-06-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-011,353
Number of participants with account balances2010-06-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-0129
Number of employers contributing to the scheme2010-06-0153
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-011,270
Total number of active participants reported on line 7a of the Form 55002009-06-011,284
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-019
Total of all active and inactive participants2009-06-011,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-011,293
Number of participants with account balances2009-06-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-0127
Number of employers contributing to the scheme2009-06-0148

Financial Data on INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST

Measure Date Value
2023 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$77,258
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$35,551
Total income from all sources (including contributions)2023-05-31$5,852,138
Total of all expenses incurred2023-05-31$6,359,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$6,213,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$5,701,347
Value of total assets at end of year2023-05-31$98,815,615
Value of total assets at beginning of year2023-05-31$99,281,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$146,042
Total interest from all sources2023-05-31$358,050
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$465,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$465,616
Administrative expenses professional fees incurred2023-05-31$44,691
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$500,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$27,753
Other income not declared elsewhere2023-05-31$40,183
Administrative expenses (other) incurred2023-05-31$33,922
Liabilities. Value of operating payables at end of year2023-05-31$77,258
Liabilities. Value of operating payables at beginning of year2023-05-31$35,551
Total non interest bearing cash at end of year2023-05-31$4,955
Total non interest bearing cash at beginning of year2023-05-31$437,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-507,586
Value of net assets at end of year (total assets less liabilities)2023-05-31$98,738,357
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$99,245,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$28,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$11,960,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$15,011,881
Interest earned on other investments2023-05-31$358,050
Value of interest in common/collective trusts at end of year2023-05-31$73,911,616
Value of interest in common/collective trusts at beginning of year2023-05-31$71,297,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$12,270,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$12,051,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-414,796
Net investment gain or loss from common/collective trusts2023-05-31$-298,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31Yes
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$5,701,347
Employer contributions (assets) at end of year2023-05-31$640,658
Employer contributions (assets) at beginning of year2023-05-31$482,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$6,213,682
Contract administrator fees2023-05-31$38,929
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-05-31320043599
2022 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$35,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$111,015
Total income from all sources (including contributions)2022-05-31$-3,169,928
Total of all expenses incurred2022-05-31$5,678,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$5,510,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$5,218,338
Value of total assets at end of year2022-05-31$99,281,494
Value of total assets at beginning of year2022-05-31$108,205,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$168,742
Total interest from all sources2022-05-31$213,155
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$1,717,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$1,717,420
Administrative expenses professional fees incurred2022-05-31$63,062
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$11,009
Other income not declared elsewhere2022-05-31$189,221
Administrative expenses (other) incurred2022-05-31$19,941
Liabilities. Value of operating payables at end of year2022-05-31$35,551
Liabilities. Value of operating payables at beginning of year2022-05-31$111,015
Total non interest bearing cash at end of year2022-05-31$437,753
Total non interest bearing cash at beginning of year2022-05-31$348,162
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-8,848,790
Value of net assets at end of year (total assets less liabilities)2022-05-31$99,245,943
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$108,094,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$46,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$15,011,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$16,597,393
Interest earned on other investments2022-05-31$213,155
Value of interest in common/collective trusts at end of year2022-05-31$71,297,918
Value of interest in common/collective trusts at beginning of year2022-05-31$81,747,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$12,051,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$8,929,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-3,650,763
Net investment gain or loss from common/collective trusts2022-05-31$-6,857,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$5,218,338
Employer contributions (assets) at end of year2022-05-31$482,780
Employer contributions (assets) at beginning of year2022-05-31$572,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$5,510,120
Contract administrator fees2022-05-31$39,364
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-05-31320043599
2021 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$111,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$54,558
Total income from all sources (including contributions)2021-05-31$30,186,853
Total of all expenses incurred2021-05-31$6,143,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$5,932,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$5,002,208
Value of total assets at end of year2021-05-31$108,205,748
Value of total assets at beginning of year2021-05-31$84,105,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$210,417
Total interest from all sources2021-05-31$255,240
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$554,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$554,212
Administrative expenses professional fees incurred2021-05-31$56,981
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Funding deficiency by the employer to the plan for this plan year2021-05-31$0
Minimum employer required contribution for this plan year2021-05-31$5,002,208
Amount contributed by the employer to the plan for this plan year2021-05-31$5,002,208
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$11,009
Other income not declared elsewhere2021-05-31$153,901
Administrative expenses (other) incurred2021-05-31$16,735
Liabilities. Value of operating payables at end of year2021-05-31$111,015
Liabilities. Value of operating payables at beginning of year2021-05-31$54,558
Total non interest bearing cash at end of year2021-05-31$348,162
Total non interest bearing cash at beginning of year2021-05-31$360,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$24,043,539
Value of net assets at end of year (total assets less liabilities)2021-05-31$108,094,733
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$84,051,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$93,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$16,597,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$10,858,348
Interest earned on other investments2021-05-31$255,240
Value of interest in common/collective trusts at end of year2021-05-31$81,747,852
Value of interest in common/collective trusts at beginning of year2021-05-31$64,116,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$8,929,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$8,327,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$3,391,916
Net investment gain or loss from common/collective trusts2021-05-31$20,829,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$5,002,208
Employer contributions (assets) at end of year2021-05-31$572,042
Employer contributions (assets) at beginning of year2021-05-31$442,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$5,932,897
Contract administrator fees2021-05-31$42,921
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-05-31320043599
2020 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$54,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$10,466
Total income from all sources (including contributions)2020-05-31$8,147,020
Total loss/gain on sale of assets2020-05-31$24,672
Total of all expenses incurred2020-05-31$4,664,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$4,430,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$4,928,188
Value of total assets at end of year2020-05-31$84,105,752
Value of total assets at beginning of year2020-05-31$80,579,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$234,780
Total interest from all sources2020-05-31$188,849
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$435,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$435,578
Administrative expenses professional fees incurred2020-05-31$47,688
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$166,963
Administrative expenses (other) incurred2020-05-31$60,306
Liabilities. Value of operating payables at end of year2020-05-31$54,558
Liabilities. Value of operating payables at beginning of year2020-05-31$10,466
Total non interest bearing cash at end of year2020-05-31$360,716
Total non interest bearing cash at beginning of year2020-05-31$381,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$3,482,062
Value of net assets at end of year (total assets less liabilities)2020-05-31$84,051,194
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$80,569,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$126,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$10,858,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$10,284,195
Interest earned on other investments2020-05-31$188,849
Value of interest in common/collective trusts at end of year2020-05-31$64,116,309
Value of interest in common/collective trusts at beginning of year2020-05-31$64,405,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$8,327,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$5,061,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$333,772
Net investment gain or loss from common/collective trusts2020-05-31$2,235,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$4,761,225
Employer contributions (assets) at end of year2020-05-31$442,964
Employer contributions (assets) at beginning of year2020-05-31$446,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$4,430,178
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$435,041
Aggregate carrying amount (costs) on sale of assets2020-05-31$410,369
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-05-31271235638
2019 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Funding deficiency by the employer to the plan for this plan year2019-05-31$0
Minimum employer required contribution for this plan year2019-05-31$4,325,517
Amount contributed by the employer to the plan for this plan year2019-05-31$4,325,517
2018 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$9,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$21,063
Total income from all sources (including contributions)2018-05-31$11,231,171
Total of all expenses incurred2018-05-31$3,513,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$3,307,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$4,375,967
Value of total assets at end of year2018-05-31$80,277,714
Value of total assets at beginning of year2018-05-31$72,572,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$206,064
Total interest from all sources2018-05-31$105,879
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$2,802,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$2,802,554
Administrative expenses professional fees incurred2018-05-31$29,424
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Funding deficiency by the employer to the plan for this plan year2018-05-31$0
Minimum employer required contribution for this plan year2018-05-31$4,375,967
Amount contributed by the employer to the plan for this plan year2018-05-31$4,375,967
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Assets. Other investments not covered elsewhere at end of year2018-05-31$11,342
Other income not declared elsewhere2018-05-31$281,652
Administrative expenses (other) incurred2018-05-31$57,800
Liabilities. Value of operating payables at end of year2018-05-31$9,435
Liabilities. Value of operating payables at beginning of year2018-05-31$21,063
Total non interest bearing cash at end of year2018-05-31$377,611
Total non interest bearing cash at beginning of year2018-05-31$763,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$7,717,258
Value of net assets at end of year (total assets less liabilities)2018-05-31$80,268,279
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$72,551,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$118,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$9,945,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$68,823,514
Interest earned on other investments2018-05-31$105,879
Value of interest in common/collective trusts at end of year2018-05-31$66,152,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$3,365,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$2,590,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$3,665,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$4,375,967
Employer contributions (assets) at end of year2018-05-31$424,887
Employer contributions (assets) at beginning of year2018-05-31$394,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$3,307,849
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-05-31271235638
2017 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$21,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$15,002
Total income from all sources (including contributions)2017-05-31$12,187,355
Total of all expenses incurred2017-05-31$2,711,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$2,523,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$3,943,686
Value of total assets at end of year2017-05-31$72,572,084
Value of total assets at beginning of year2017-05-31$63,089,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$187,449
Total interest from all sources2017-05-31$56,666
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$1,782,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$1,782,587
Administrative expenses professional fees incurred2017-05-31$29,030
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Other income not declared elsewhere2017-05-31$337,154
Administrative expenses (other) incurred2017-05-31$47,428
Liabilities. Value of operating payables at end of year2017-05-31$21,063
Liabilities. Value of operating payables at beginning of year2017-05-31$15,002
Total non interest bearing cash at end of year2017-05-31$763,800
Total non interest bearing cash at beginning of year2017-05-31$566,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$9,476,210
Value of net assets at end of year (total assets less liabilities)2017-05-31$72,551,021
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$63,074,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$110,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$68,823,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$60,748,390
Interest earned on other investments2017-05-31$56,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$2,590,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$1,400,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$6,067,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$3,943,686
Employer contributions (assets) at end of year2017-05-31$394,005
Employer contributions (assets) at beginning of year2017-05-31$374,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$2,523,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31MCM CPAS AND ADVISOR'S LLP
Accountancy firm EIN2017-05-31271235638
2016 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$15,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$37,412
Total income from all sources (including contributions)2016-05-31$7,272,130
Total of all expenses incurred2016-05-31$2,141,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$1,949,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$4,231,428
Value of total assets at end of year2016-05-31$63,089,813
Value of total assets at beginning of year2016-05-31$57,981,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$191,552
Total interest from all sources2016-05-31$10,846
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$2,680,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$2,680,121
Administrative expenses professional fees incurred2016-05-31$41,329
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Funding deficiency by the employer to the plan for this plan year2016-05-31$0
Minimum employer required contribution for this plan year2016-05-31$4,231,428
Amount contributed by the employer to the plan for this plan year2016-05-31$4,231,428
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$8,858
Other income not declared elsewhere2016-05-31$282,981
Administrative expenses (other) incurred2016-05-31$54,323
Liabilities. Value of operating payables at end of year2016-05-31$15,002
Liabilities. Value of operating payables at beginning of year2016-05-31$37,412
Total non interest bearing cash at end of year2016-05-31$566,030
Total non interest bearing cash at beginning of year2016-05-31$427,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$5,130,894
Value of net assets at end of year (total assets less liabilities)2016-05-31$63,074,811
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$57,943,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$95,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$60,748,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$53,394,112
Interest earned on other investments2016-05-31$10,846
Value of interest in common/collective trusts at end of year2016-05-31$0
Value of interest in common/collective trusts at beginning of year2016-05-31$3,708,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$1,400,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$28,683
Net investment gain or loss from common/collective trusts2016-05-31$38,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$4,231,428
Employer contributions (assets) at end of year2016-05-31$374,483
Employer contributions (assets) at beginning of year2016-05-31$442,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$1,949,684
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31K.B. PARRISH & CO., LLP
Accountancy firm EIN2016-05-31350905983
2015 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$37,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$13,731
Total income from all sources (including contributions)2015-05-31$7,205,236
Total of all expenses incurred2015-05-31$2,154,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$1,969,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$3,892,795
Value of total assets at end of year2015-05-31$57,981,329
Value of total assets at beginning of year2015-05-31$52,907,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$185,107
Total interest from all sources2015-05-31$15
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$2,456,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$2,456,591
Administrative expenses professional fees incurred2015-05-31$35,796
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Funding deficiency by the employer to the plan for this plan year2015-05-31$0
Minimum employer required contribution for this plan year2015-05-31$3,892,795
Amount contributed by the employer to the plan for this plan year2015-05-31$3,892,795
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$8,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$3,796
Other income not declared elsewhere2015-05-31$207,103
Administrative expenses (other) incurred2015-05-31$52,683
Total non interest bearing cash at end of year2015-05-31$427,158
Total non interest bearing cash at beginning of year2015-05-31$366,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$5,050,455
Value of net assets at end of year (total assets less liabilities)2015-05-31$57,943,917
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$52,893,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$96,628
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$53,394,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$48,895,943
Interest earned on other investments2015-05-31$15
Value of interest in common/collective trusts at end of year2015-05-31$3,708,872
Value of interest in common/collective trusts at beginning of year2015-05-31$3,345,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$588,606
Net investment gain or loss from common/collective trusts2015-05-31$60,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$3,892,795
Employer contributions (assets) at end of year2015-05-31$442,329
Employer contributions (assets) at beginning of year2015-05-31$295,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$1,969,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Liabilities. Value of benefit claims payable at end of year2015-05-31$37,412
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$13,731
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31K.B. PARRISH & CO. LLP
Accountancy firm EIN2015-05-31350905983
2014 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$13,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$38,528
Total income from all sources (including contributions)2014-05-31$8,473,498
Total of all expenses incurred2014-05-31$2,121,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,947,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$3,460,411
Value of total assets at end of year2014-05-31$52,907,193
Value of total assets at beginning of year2014-05-31$46,579,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$173,980
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$1,570,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$1,570,716
Administrative expenses professional fees incurred2014-05-31$34,419
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Funding deficiency by the employer to the plan for this plan year2014-05-31$0
Minimum employer required contribution for this plan year2014-05-31$3,460,411
Amount contributed by the employer to the plan for this plan year2014-05-31$3,460,411
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$3,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$4,629
Other income not declared elsewhere2014-05-31$247,084
Administrative expenses (other) incurred2014-05-31$42,421
Liabilities. Value of operating payables at beginning of year2014-05-31$2,181
Total non interest bearing cash at end of year2014-05-31$366,622
Total non interest bearing cash at beginning of year2014-05-31$245,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$6,352,181
Value of net assets at end of year (total assets less liabilities)2014-05-31$52,893,462
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$46,541,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$97,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$48,895,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$43,084,425
Value of interest in common/collective trusts at end of year2014-05-31$3,345,431
Value of interest in common/collective trusts at beginning of year2014-05-31$2,851,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$2,701,255
Net investment gain or loss from common/collective trusts2014-05-31$494,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$3,460,411
Employer contributions (assets) at end of year2014-05-31$295,401
Employer contributions (assets) at beginning of year2014-05-31$394,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,947,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Liabilities. Value of benefit claims payable at end of year2014-05-31$13,731
Liabilities. Value of benefit claims payable at beginning of year2014-05-31$36,347
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31K.B. PARRISH & CO. LLP
Accountancy firm EIN2014-05-31350905983
2013 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$38,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$84,679
Total income from all sources (including contributions)2013-05-31$9,445,277
Total of all expenses incurred2013-05-31$1,556,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$1,378,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$3,435,961
Value of total assets at end of year2013-05-31$46,579,809
Value of total assets at beginning of year2013-05-31$38,737,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$178,096
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$1,483,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$1,483,130
Administrative expenses professional fees incurred2013-05-31$30,194
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Funding deficiency by the employer to the plan for this plan year2013-05-31$0
Minimum employer required contribution for this plan year2013-05-31$3,435,961
Amount contributed by the employer to the plan for this plan year2013-05-31$3,435,961
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$4,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$6,620
Other income not declared elsewhere2013-05-31$223,013
Administrative expenses (other) incurred2013-05-31$15,382
Liabilities. Value of operating payables at end of year2013-05-31$2,181
Liabilities. Value of operating payables at beginning of year2013-05-31$2,181
Total non interest bearing cash at end of year2013-05-31$245,091
Total non interest bearing cash at beginning of year2013-05-31$142,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$7,888,546
Value of net assets at end of year (total assets less liabilities)2013-05-31$46,541,281
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$38,652,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$96,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$43,084,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$35,674,955
Value of interest in common/collective trusts at end of year2013-05-31$2,851,399
Value of interest in common/collective trusts at beginning of year2013-05-31$2,454,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$4,249,427
Net investment gain or loss from common/collective trusts2013-05-31$53,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$3,435,961
Employer contributions (assets) at end of year2013-05-31$394,265
Employer contributions (assets) at beginning of year2013-05-31$458,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$1,378,635
Contract administrator fees2013-05-31$36,478
Liabilities. Value of benefit claims payable at end of year2013-05-31$36,347
Liabilities. Value of benefit claims payable at beginning of year2013-05-31$82,498
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31K.B. PARRISH & CO, LLP
Accountancy firm EIN2013-05-31350905983
2012 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$84,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$557,395
Total income from all sources (including contributions)2012-05-31$3,172,012
Total of all expenses incurred2012-05-31$2,244,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$2,042,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$3,953,541
Value of total assets at end of year2012-05-31$38,737,414
Value of total assets at beginning of year2012-05-31$38,283,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$201,943
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$1,001,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$1,001,598
Administrative expenses professional fees incurred2012-05-31$28,069
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$3,953,541
Amount contributed by the employer to the plan for this plan year2012-05-31$3,953,541
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$6,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$6,315
Other income not declared elsewhere2012-05-31$197,249
Administrative expenses (other) incurred2012-05-31$11,876
Liabilities. Value of operating payables at end of year2012-05-31$2,181
Liabilities. Value of operating payables at beginning of year2012-05-31$1,858
Total non interest bearing cash at end of year2012-05-31$142,604
Total non interest bearing cash at beginning of year2012-05-31$65,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$927,119
Value of net assets at end of year (total assets less liabilities)2012-05-31$38,652,735
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$37,725,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$104,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$35,674,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$35,525,976
Value of interest in common/collective trusts at end of year2012-05-31$2,454,777
Value of interest in common/collective trusts at beginning of year2012-05-31$1,803,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-2,042,932
Net investment gain or loss from common/collective trusts2012-05-31$62,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$3,953,541
Employer contributions (assets) at end of year2012-05-31$458,458
Employer contributions (assets) at beginning of year2012-05-31$881,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$2,042,950
Contract administrator fees2012-05-31$57,949
Liabilities. Value of benefit claims payable at end of year2012-05-31$82,498
Liabilities. Value of benefit claims payable at beginning of year2012-05-31$555,537
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31K.B. PARRISH & CO., LLP
Accountancy firm EIN2012-05-31350905983
2011 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$557,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$26,624
Total income from all sources (including contributions)2011-05-31$8,995,659
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$1,004,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$824,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$3,559,834
Value of total assets at end of year2011-05-31$38,283,011
Value of total assets at beginning of year2011-05-31$29,760,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$179,498
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$1,258,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$1,258,892
Administrative expenses professional fees incurred2011-05-31$29,249
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$3,559,834
Amount contributed by the employer to the plan for this plan year2011-05-31$3,559,834
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$6,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$0
Other income not declared elsewhere2011-05-31$169,920
Administrative expenses (other) incurred2011-05-31$12,865
Liabilities. Value of operating payables at end of year2011-05-31$1,858
Liabilities. Value of operating payables at beginning of year2011-05-31$2,802
Total non interest bearing cash at end of year2011-05-31$65,250
Total non interest bearing cash at beginning of year2011-05-31$8,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$7,991,622
Value of net assets at end of year (total assets less liabilities)2011-05-31$37,725,616
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$29,733,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$90,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$35,525,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$28,185,925
Value of interest in common/collective trusts at end of year2011-05-31$1,803,496
Value of interest in common/collective trusts at beginning of year2011-05-31$1,235,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$3,953,387
Net investment gain or loss from common/collective trusts2011-05-31$53,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$3,559,834
Employer contributions (assets) at end of year2011-05-31$881,974
Employer contributions (assets) at beginning of year2011-05-31$331,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$824,539
Contract administrator fees2011-05-31$47,230
Liabilities. Value of benefit claims payable at end of year2011-05-31$555,537
Liabilities. Value of benefit claims payable at beginning of year2011-05-31$23,822
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$0
Aggregate carrying amount (costs) on sale of assets2011-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31K.B.PARRISH & CO., LLP
Accountancy firm EIN2011-05-31350905983
2010 : INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$2,858,199
Amount contributed by the employer to the plan for this plan year2010-05-31$2,858,199

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST

2022: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 725 SUPPLEMENTAL PENSION TRUST 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780880-01
Policy instance 1
Insurance contract or identification number780880-01
Number of Individuals Covered1106
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62003
Policy instance 1
Insurance contract or identification numberMR 62003
Number of Individuals Covered1022
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62003
Policy instance 1
Insurance contract or identification numberMR 62003
Number of Individuals Covered1007
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62003-1
Policy instance 1
Insurance contract or identification numberMR 62003-1
Number of Individuals Covered995
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62003
Policy instance 1
Insurance contract or identification numberMR 62003
Number of Individuals Covered938
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62003-1
Policy instance 1
Insurance contract or identification numberMR 62003-1
Number of Individuals Covered935
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62003-1
Policy instance 1
Insurance contract or identification numberMR 62003-1
Number of Individuals Covered917
Insurance policy start date2016-02-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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