401k Plan data: NECA LOCAL 145 IBEW ANNUITY FUND plan

NECA LOCAL 145 IBEW ANNUITY FUND 401k Plan overview

Plan Name	NECA LOCAL 145 IBEW ANNUITY FUND
Plan identification number	002

NECA LOCAL 145 IBEW ANNUITY FUND Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

NECA LOCAL 145 IBEW PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name: NECA LOCAL 145 IBEW PENSION FUND

Employer identification number (EIN): 366492101

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NECA LOCAL 145 IBEW ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-04-01 JOE BOSSO MARK STRANDGARD 2014-09-05
002 2012-04-01 JOE BOSSO MARK STRANDGARD 2013-08-25
002 2011-04-01 JOE BOSSO MARK STRANDGARD 2012-12-21
002 2010-04-01 RUTH J. LEE
002 2009-04-01 RUTH J. LEE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-04-01	JOE BOSSO	MARK STRANDGARD	2014-09-05
002	2012-04-01	JOE BOSSO	MARK STRANDGARD	2013-08-25
002	2011-04-01	JOE BOSSO	MARK STRANDGARD	2012-12-21
002	2010-04-01	RUTH J. LEE
002	2009-04-01	RUTH J. LEE

Plan Statistics for NECA LOCAL 145 IBEW ANNUITY FUND

401k plan membership statisitcs for NECA LOCAL 145 IBEW ANNUITY FUND

Measure Date Value
2013: NECA LOCAL 145 IBEW ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-04-01 1,052
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 0
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 0
Number of participants with account balances 2013-04-01 0
Number of employers contributing to the scheme 2013-04-01 0
2012: NECA LOCAL 145 IBEW ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-04-01 1,067
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 1,011
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 39
Total of all active and inactive participants 2012-04-01 1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 2
Total participants 2012-04-01 1,052
Number of participants with account balances 2012-04-01 1,026
Number of employers contributing to the scheme 2012-04-01 73
2011: NECA LOCAL 145 IBEW ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-04-01 1,102
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 1,017
Number of retired or separated participants receiving benefits 2011-04-01 5
Number of other retired or separated participants entitled to future benefits 2011-04-01 41
Total of all active and inactive participants 2011-04-01 1,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 4
Total participants 2011-04-01 1,067
Number of participants with account balances 2011-04-01 1,044
Number of employers contributing to the scheme 2011-04-01 73
2010: NECA LOCAL 145 IBEW ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year 2010-04-01 1,133
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 1,028
Number of retired or separated participants receiving benefits 2010-04-01 4
Number of other retired or separated participants entitled to future benefits 2010-04-01 44
Total of all active and inactive participants 2010-04-01 1,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 26
Total participants 2010-04-01 1,102
Number of participants with account balances 2010-04-01 1,059
Number of employers contributing to the scheme 2010-04-01 72
2009: NECA LOCAL 145 IBEW ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-04-01 1,125
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 1,058
Number of retired or separated participants receiving benefits 2009-04-01 5
Number of other retired or separated participants entitled to future benefits 2009-04-01 46
Total of all active and inactive participants 2009-04-01 1,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 24
Total participants 2009-04-01 1,133
Number of participants with account balances 2009-04-01 1,091
Number of employers contributing to the scheme 2009-04-01 60

Measure	Date	Value
2013: NECA LOCAL 145 IBEW ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-04-01	1,052
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	0
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	0
Number of participants with account balances	2013-04-01	0
Number of employers contributing to the scheme	2013-04-01	0
2012: NECA LOCAL 145 IBEW ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-04-01	1,067
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	1,011
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	39
Total of all active and inactive participants	2012-04-01	1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	2
Total participants	2012-04-01	1,052
Number of participants with account balances	2012-04-01	1,026
Number of employers contributing to the scheme	2012-04-01	73
2011: NECA LOCAL 145 IBEW ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-04-01	1,102
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	1,017
Number of retired or separated participants receiving benefits	2011-04-01	5
Number of other retired or separated participants entitled to future benefits	2011-04-01	41
Total of all active and inactive participants	2011-04-01	1,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	4
Total participants	2011-04-01	1,067
Number of participants with account balances	2011-04-01	1,044
Number of employers contributing to the scheme	2011-04-01	73
2010: NECA LOCAL 145 IBEW ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year	2010-04-01	1,133
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	1,028
Number of retired or separated participants receiving benefits	2010-04-01	4
Number of other retired or separated participants entitled to future benefits	2010-04-01	44
Total of all active and inactive participants	2010-04-01	1,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	26
Total participants	2010-04-01	1,102
Number of participants with account balances	2010-04-01	1,059
Number of employers contributing to the scheme	2010-04-01	72
2009: NECA LOCAL 145 IBEW ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-04-01	1,125
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	1,058
Number of retired or separated participants receiving benefits	2009-04-01	5
Number of other retired or separated participants entitled to future benefits	2009-04-01	46
Total of all active and inactive participants	2009-04-01	1,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	24
Total participants	2009-04-01	1,133
Number of participants with account balances	2009-04-01	1,091
Number of employers contributing to the scheme	2009-04-01	60

Financial Data on NECA LOCAL 145 IBEW ANNUITY FUND

Measure	Date	Value
2014 : NECA LOCAL 145 IBEW ANNUITY FUND 2014 401k financial data
Total transfer of assets from this plan	2014-03-31	$59,207,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$99,882
Total income from all sources (including contributions)	2014-03-31	$0
Value of total assets at end of year	2014-03-31	$0
Value of total assets at beginning of year	2014-03-31	$59,307,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-03-31	$0
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-03-31	$5,449
Liabilities. Value of operating payables at beginning of year	2014-03-31	$99,882
Total non interest bearing cash at beginning of year	2014-03-31	$74,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$59,207,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$41,438,012
Value of interest in common/collective trusts at beginning of year	2014-03-31	$17,331,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Employer contributions (assets) at beginning of year	2014-03-31	$457,972
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	No
Opinion of an independent qualified public accountant for this plan	2014-03-31	Unqualified
Accountancy firm name	2014-03-31	MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN	2014-03-31	421092253
2013 : NECA LOCAL 145 IBEW ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-03-31	$3,299,325
Total unrealized appreciation/depreciation of assets	2013-03-31	$3,299,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$99,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$48,299
Total income from all sources (including contributions)	2013-03-31	$8,200,755
Total loss/gain on sale of assets	2013-03-31	$18,715
Total of all expenses incurred	2013-03-31	$2,099,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$2,054,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$3,495,853
Value of total assets at end of year	2013-03-31	$59,307,082
Value of total assets at beginning of year	2013-03-31	$53,154,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$45,782
Total interest from all sources	2013-03-31	$19
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Administrative expenses professional fees incurred	2013-03-31	$13,369
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-03-31	$5,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-03-31	$5,482
Other income not declared elsewhere	2013-03-31	$71,013
Administrative expenses (other) incurred	2013-03-31	$19,351
Liabilities. Value of operating payables at end of year	2013-03-31	$99,882
Liabilities. Value of operating payables at beginning of year	2013-03-31	$48,299
Total non interest bearing cash at end of year	2013-03-31	$74,075
Total non interest bearing cash at beginning of year	2013-03-31	$80,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$6,100,851
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$59,207,200
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$53,106,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Investment advisory and management fees	2013-03-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$41,438,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$36,109,080
Value of interest in common/collective trusts at end of year	2013-03-31	$17,331,574
Value of interest in common/collective trusts at beginning of year	2013-03-31	$16,644,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-03-31	$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$1,091,763
Net investment gain or loss from common/collective trusts	2013-03-31	$224,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$3,495,853
Employer contributions (assets) at end of year	2013-03-31	$457,972
Employer contributions (assets) at beginning of year	2013-03-31	$315,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$2,054,122
Contract administrator fees	2013-03-31	$8,062
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Aggregate proceeds on sale of assets	2013-03-31	$14,089,567
Aggregate carrying amount (costs) on sale of assets	2013-03-31	$14,070,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	No
Opinion of an independent qualified public accountant for this plan	2013-03-31	Unqualified
Accountancy firm name	2013-03-31	MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN	2013-03-31	421092253
2012 : NECA LOCAL 145 IBEW ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-03-31	$35,540
Total unrealized appreciation/depreciation of assets	2012-03-31	$35,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$48,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$32,456
Total income from all sources (including contributions)	2012-03-31	$3,823,772
Total loss/gain on sale of assets	2012-03-31	$-231,884
Total of all expenses incurred	2012-03-31	$2,071,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$2,030,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$3,125,047
Value of total assets at end of year	2012-03-31	$53,154,648
Value of total assets at beginning of year	2012-03-31	$51,386,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$41,213
Total interest from all sources	2012-03-31	$18
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Administrative expenses professional fees incurred	2012-03-31	$9,545
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$6,529
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-03-31	$5,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-03-31	$5,073
Other income not declared elsewhere	2012-03-31	$81,833
Administrative expenses (other) incurred	2012-03-31	$18,498
Liabilities. Value of operating payables at end of year	2012-03-31	$48,299
Liabilities. Value of operating payables at beginning of year	2012-03-31	$32,456
Total non interest bearing cash at end of year	2012-03-31	$80,689
Total non interest bearing cash at beginning of year	2012-03-31	$66,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$1,752,125
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$53,106,349
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$51,354,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Investment advisory and management fees	2012-03-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$36,109,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$36,192,585
Value of interest in common/collective trusts at end of year	2012-03-31	$16,644,323
Value of interest in common/collective trusts at beginning of year	2012-03-31	$14,859,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-03-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$563,487
Net investment gain or loss from common/collective trusts	2012-03-31	$249,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Contributions received in cash from employer	2012-03-31	$3,118,518
Employer contributions (assets) at end of year	2012-03-31	$315,074
Employer contributions (assets) at beginning of year	2012-03-31	$263,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$2,030,434
Contract administrator fees	2012-03-31	$8,170
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Aggregate proceeds on sale of assets	2012-03-31	$6,884,771
Aggregate carrying amount (costs) on sale of assets	2012-03-31	$7,116,655
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	No
Opinion of an independent qualified public accountant for this plan	2012-03-31	Unqualified
Accountancy firm name	2012-03-31	MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN	2012-03-31	421092253
2011 : NECA LOCAL 145 IBEW ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-03-31	$3,839,921
Total unrealized appreciation/depreciation of assets	2011-03-31	$3,839,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$32,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$54,135
Total income from all sources (including contributions)	2011-03-31	$7,556,043
Total loss/gain on sale of assets	2011-03-31	$406,846
Total of all expenses incurred	2011-03-31	$1,937,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$1,891,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$2,716,977
Value of total assets at end of year	2011-03-31	$51,386,680
Value of total assets at beginning of year	2011-03-31	$45,789,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$45,945
Total interest from all sources	2011-03-31	$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Administrative expenses professional fees incurred	2011-03-31	$12,332
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$15,242
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$5,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-03-31	$4,826
Other income not declared elsewhere	2011-03-31	$41,493
Administrative expenses (other) incurred	2011-03-31	$20,233
Liabilities. Value of operating payables at end of year	2011-03-31	$32,456
Liabilities. Value of operating payables at beginning of year	2011-03-31	$54,135
Total non interest bearing cash at end of year	2011-03-31	$66,049
Total non interest bearing cash at beginning of year	2011-03-31	$68,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$5,618,411
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$51,354,224
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$45,735,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Investment advisory and management fees	2011-03-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$51,052,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$45,363,696
Value of interest in common/collective trusts at end of year	2011-03-31	$14,859,917
Value of interest in common/collective trusts at beginning of year	2011-03-31	$14,320,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-03-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$371,119
Net investment gain or loss from common/collective trusts	2011-03-31	$179,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$2,716,977
Employer contributions (assets) at end of year	2011-03-31	$263,056
Employer contributions (assets) at beginning of year	2011-03-31	$338,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$1,891,687
Contract administrator fees	2011-03-31	$8,380
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Aggregate proceeds on sale of assets	2011-03-31	$25,089,209
Aggregate carrying amount (costs) on sale of assets	2011-03-31	$24,682,363
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	No
Opinion of an independent qualified public accountant for this plan	2011-03-31	Unqualified
Accountancy firm name	2011-03-31	MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN	2011-03-31	421092253

Form 5500 Responses for NECA LOCAL 145 IBEW ANNUITY FUND

2013: NECA LOCAL 145 IBEW ANNUITY FUND 2013 form 5500 responses
2013-04-01	Type of plan entity	Multi-employer plan
2013-04-01	Submission has been amended	Yes
2013-04-01	This submission is the final filing	Yes
2013-04-01	Plan is a collectively bargained plan	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: NECA LOCAL 145 IBEW ANNUITY FUND 2012 form 5500 responses
2012-04-01	Type of plan entity	Multi-employer plan
2012-04-01	Plan is a collectively bargained plan	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: NECA LOCAL 145 IBEW ANNUITY FUND 2011 form 5500 responses
2011-04-01	Type of plan entity	Multi-employer plan
2011-04-01	Plan is a collectively bargained plan	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: NECA LOCAL 145 IBEW ANNUITY FUND 2010 form 5500 responses
2010-04-01	Type of plan entity	Multi-employer plan
2010-04-01	Submission has been amended	Yes
2010-04-01	Plan is a collectively bargained plan	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: NECA LOCAL 145 IBEW ANNUITY FUND 2009 form 5500 responses
2009-04-01	Type of plan entity	Multi-employer plan
2009-04-01	Plan is a collectively bargained plan	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NECA LOCAL 145 IBEW PENSION FUND
Employer identification number (EIN):	366492101
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors