401k Plan data: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN plan

IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 401k Plan overview

Plan Name	IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN
Plan identification number	004

IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

IBEW LOCAL 538 has sponsored the creation of one or more 401k plans.

Company Name: IBEW LOCAL 538

Employer identification number (EIN): 370608857

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01 SUNDOWN KIRCHHOFF 2022-02-09 MIKE ARBUCKLE 2022-02-08
004 2020-01-01 SUNDOWN KIRCHHOFF 2021-10-14 MIKE ARBUCKLE 2021-10-14
004 2019-01-01
004 2018-01-01
004 2017-01-01 MICHAEL P. ARBUCKLE
004 2016-01-01 MIKE ARBUCKLE
004 2015-01-01 MIKE ARBUCKLE
004 2014-01-01 JIM BAILEY
004 2013-01-01 JIM BAILEY
004 2012-01-01 JIM D. BAILEY JIM D. BAILEY 2013-09-23
004 2011-01-01 JIM D. BAILEY JIM D. BAILEY 2012-10-01
004 2009-01-01 JIM BAILEY JIM BAILEY 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-01-01	SUNDOWN KIRCHHOFF	2022-02-09	MIKE ARBUCKLE	2022-02-08
004	2020-01-01	SUNDOWN KIRCHHOFF	2021-10-14	MIKE ARBUCKLE	2021-10-14
004	2019-01-01
004	2018-01-01
004	2017-01-01	MICHAEL P. ARBUCKLE
004	2016-01-01	MIKE ARBUCKLE
004	2015-01-01	MIKE ARBUCKLE
004	2014-01-01	JIM BAILEY
004	2013-01-01	JIM BAILEY
004	2012-01-01	JIM D. BAILEY		JIM D. BAILEY	2013-09-23
004	2011-01-01	JIM D. BAILEY		JIM D. BAILEY	2012-10-01
004	2009-01-01	JIM BAILEY		JIM BAILEY	2010-10-14

Plan Statistics for IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN

401k plan membership statisitcs for IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN

Measure Date Value
2021: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
Number of employers contributing to the scheme 2021-01-01 0
2020: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 233
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 233
Number of participants with account balances 2020-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
Number of employers contributing to the scheme 2020-01-01 12
2019: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 262
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 66
Total of all active and inactive participants 2019-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 256
Number of participants with account balances 2019-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
Number of employers contributing to the scheme 2019-01-01 1
2018: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 195
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 67
Total of all active and inactive participants 2018-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 262
Number of participants with account balances 2018-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 1
2017: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 233
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 75
Total of all active and inactive participants 2017-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 308
Number of participants with account balances 2017-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 1
2016: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 205
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 35
Total of all active and inactive participants 2016-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 240
Number of participants with account balances 2016-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 1
2015: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 236
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 271
Number of participants with account balances 2015-01-01 236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 1
2014: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 294
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 64
Total of all active and inactive participants 2014-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 358
Number of participants with account balances 2014-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 1
2013: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 353
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 40
Total of all active and inactive participants 2013-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 393
Number of participants with account balances 2013-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 1
2012: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 316
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 37
Total of all active and inactive participants 2012-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 353
Number of participants with account balances 2012-01-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 1
2011: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 486
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 403
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 433
Number of participants with account balances 2011-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 1
2009: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 903
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 626
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 85
Total of all active and inactive participants 2009-01-01 711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 711
Number of participants with account balances 2009-01-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 1

Measure	Date	Value
2021: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
Number of employers contributing to the scheme	2021-01-01	0
2020: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	233
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	233
Number of participants with account balances	2020-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
Number of employers contributing to the scheme	2020-01-01	12
2019: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	262
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	66
Total of all active and inactive participants	2019-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	256
Number of participants with account balances	2019-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
Number of employers contributing to the scheme	2019-01-01	1
2018: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	195
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	67
Total of all active and inactive participants	2018-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	262
Number of participants with account balances	2018-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	1
2017: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	233
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	75
Total of all active and inactive participants	2017-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	308
Number of participants with account balances	2017-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	1
2016: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	205
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	35
Total of all active and inactive participants	2016-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	240
Number of participants with account balances	2016-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	1
2015: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	236
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	271
Number of participants with account balances	2015-01-01	236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	1
2014: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	294
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	64
Total of all active and inactive participants	2014-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	358
Number of participants with account balances	2014-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	1
2013: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	353
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	40
Total of all active and inactive participants	2013-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	393
Number of participants with account balances	2013-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	1
2012: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	316
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	37
Total of all active and inactive participants	2012-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	353
Number of participants with account balances	2012-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	1
2011: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	486
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	403
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	433
Number of participants with account balances	2011-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	1
2009: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	903
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	626
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	85
Total of all active and inactive participants	2009-01-01	711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	711
Number of participants with account balances	2009-01-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	1

Financial Data on IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN

Measure	Date	Value
2021 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-03-31	$0
Total transfer of assets from this plan	2021-03-31	$17,025,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-03-31	$0
Total income from all sources (including contributions)	2021-03-31	$568,252
Total loss/gain on sale of assets	2021-03-31	$0
Total of all expenses incurred	2021-03-31	$228,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-03-31	$204,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-03-31	$152,256
Value of total assets at end of year	2021-03-31	$0
Value of total assets at beginning of year	2021-03-31	$16,685,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-03-31	$23,597
Total interest from all sources	2021-03-31	$55,090
Total dividends received (eg from common stock, registered investment company shares)	2021-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-03-31	$0
Administrative expenses professional fees incurred	2021-03-31	$11,834
Was this plan covered by a fidelity bond	2021-03-31	Yes
Value of fidelity bond cover	2021-03-31	$500,000
If this is an individual account plan, was there a blackout period	2021-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-03-31	No
Contributions received from participants	2021-03-31	$17,302
Participant contributions at beginning of year	2021-03-31	$14,423
Income. Received or receivable in cash from other sources (including rollovers)	2021-03-31	$40,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Value of net income/loss	2021-03-31	$340,123
Value of net assets at end of year (total assets less liabilities)	2021-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-03-31	$16,685,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-03-31	No
Were any leases to which the plan was party in default or uncollectible	2021-03-31	No
Investment advisory and management fees	2021-03-31	$11,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-03-31	$11,004,486
Interest on participant loans	2021-03-31	$159
Interest earned on other investments	2021-03-31	$54,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-03-31	$5,666,263
Net investment gain/loss from pooled separate accounts	2021-03-31	$360,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-03-31	No
Was there a failure to transmit to the plan any participant contributions	2021-03-31	No
Has the plan failed to provide any benefit when due under the plan	2021-03-31	No
Contributions received in cash from employer	2021-03-31	$94,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-03-31	$204,532
Did the plan have assets held for investment	2021-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2021-03-31	Disclaimer
Accountancy firm name	2021-03-31	KERBER ECK & BREACKEL LLP
Accountancy firm EIN	2021-03-31	430352985
2020 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,971,342
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,441,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,355,463
Expenses. Certain deemed distributions of participant loans	2020-12-31	$9,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$644,756
Value of total assets at end of year	2020-12-31	$16,685,172
Value of total assets at beginning of year	2020-12-31	$16,155,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$77,150
Total interest from all sources	2020-12-31	$211,666
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$13,720
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$84,547
Participant contributions at end of year	2020-12-31	$14,423
Participant contributions at beginning of year	2020-12-31	$51,934
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$117,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$529,460
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,685,172
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,155,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$43,736
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,004,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,349,333
Interest on participant loans	2020-12-31	$2,214
Interest earned on other investments	2020-12-31	$209,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,666,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,754,445
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,114,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$443,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,355,463
Contract administrator fees	2020-12-31	$19,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
2019 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,010,331
Total income from all sources (including contributions)	2019-12-31	$3,010,331
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,120,475
Total of all expenses incurred	2019-12-31	$1,120,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$976,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$976,049
Expenses. Certain deemed distributions of participant loans	2019-12-31	$65,775
Expenses. Certain deemed distributions of participant loans	2019-12-31	$65,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$938,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$938,120
Value of total assets at end of year	2019-12-31	$16,155,712
Value of total assets at end of year	2019-12-31	$16,155,712
Value of total assets at beginning of year	2019-12-31	$14,265,856
Value of total assets at beginning of year	2019-12-31	$14,265,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$78,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$78,651
Total interest from all sources	2019-12-31	$193,706
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$101,793
Contributions received from participants	2019-12-31	$101,793
Participant contributions at end of year	2019-12-31	$51,934
Participant contributions at end of year	2019-12-31	$51,934
Participant contributions at beginning of year	2019-12-31	$130,555
Participant contributions at beginning of year	2019-12-31	$130,555
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$354,935
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$354,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,889,856
Value of net income/loss	2019-12-31	$1,889,856
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,155,712
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,155,712
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,265,856
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,265,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$42,708
Investment advisory and management fees	2019-12-31	$42,708
Value of interest in pooled separate accounts at end of year	2019-12-31	$11,349,333
Value of interest in pooled separate accounts at end of year	2019-12-31	$11,349,333
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,285,272
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,285,272
Interest on participant loans	2019-12-31	$3,977
Interest earned on other investments	2019-12-31	$189,729
Interest earned on other investments	2019-12-31	$189,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,754,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,754,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,850,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,850,029
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,878,505
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,878,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$481,392
Contributions received in cash from employer	2019-12-31	$481,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$976,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$976,049
Contract administrator fees	2019-12-31	$35,943
Contract administrator fees	2019-12-31	$35,943
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm name	2019-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2019-12-31	430352985
Accountancy firm EIN	2019-12-31	430352985
2018 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$426,520
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,135,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,037,227
Expenses. Certain deemed distributions of participant loans	2018-12-31	$25,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$847,883
Value of total assets at end of year	2018-12-31	$14,265,856
Value of total assets at beginning of year	2018-12-31	$14,975,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$73,290
Total interest from all sources	2018-12-31	$187,589
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$114,574
Participant contributions at end of year	2018-12-31	$130,555
Participant contributions at beginning of year	2018-12-31	$140,652
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$155,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-709,404
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,265,856
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,975,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,285,272
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,991,955
Interest on participant loans	2018-12-31	$6,320
Interest earned on other investments	2018-12-31	$181,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,850,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,842,653
Net investment gain/loss from pooled separate accounts	2018-12-31	$-608,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$577,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,037,227
Contract administrator fees	2018-12-31	$73,290
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2018-12-31	430352985
2017 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,428,977
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$182,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$86,846
Expenses. Certain deemed distributions of participant loans	2017-12-31	$27,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,019,844
Value of total assets at end of year	2017-12-31	$14,975,260
Value of total assets at beginning of year	2017-12-31	$12,728,742
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$67,802
Total interest from all sources	2017-12-31	$146,834
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$161,254
Participant contributions at end of year	2017-12-31	$140,652
Participant contributions at beginning of year	2017-12-31	$133,358
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$155,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,246,518
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,975,260
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$12,728,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,991,955
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,313,154
Interest on participant loans	2017-12-31	$5,910
Interest earned on other investments	2017-12-31	$140,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,842,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,282,230
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,262,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$702,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$86,846
Contract administrator fees	2017-12-31	$67,802
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2017-12-31	430352985
2016 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,605,870
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$743,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$664,548
Expenses. Certain deemed distributions of participant loans	2016-12-31	$17,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$724,674
Value of total assets at end of year	2016-12-31	$12,728,742
Value of total assets at beginning of year	2016-12-31	$11,866,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$62,010
Total interest from all sources	2016-12-31	$120,362
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$111,440
Participant contributions at end of year	2016-12-31	$133,358
Participant contributions at beginning of year	2016-12-31	$110,494
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$189,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$861,901
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$12,728,742
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,866,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,313,154
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,172,718
Interest on participant loans	2016-12-31	$4,787
Interest earned on other investments	2016-12-31	$115,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,282,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,583,629
Net investment gain/loss from pooled separate accounts	2016-12-31	$760,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$424,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$664,548
Contract administrator fees	2016-12-31	$62,010
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2016-12-31	430352985
2015 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$513,332
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$278,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$214,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$762,495
Value of total assets at end of year	2015-12-31	$11,866,841
Value of total assets at beginning of year	2015-12-31	$11,631,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$63,586
Total interest from all sources	2015-12-31	$98,332
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$116,574
Participant contributions at end of year	2015-12-31	$110,494
Participant contributions at beginning of year	2015-12-31	$91,386
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$69,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$235,169
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,866,841
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,631,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$33,000
Value of interest in pooled separate accounts at end of year	2015-12-31	$9,172,718
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$9,292,638
Interest on participant loans	2015-12-31	$4,464
Interest earned on other investments	2015-12-31	$93,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,583,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,247,648
Net investment gain/loss from pooled separate accounts	2015-12-31	$-347,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$576,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$214,577
Contract administrator fees	2015-12-31	$30,586
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2015-12-31	430352985
2014 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,061,453
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$430,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$356,943
Expenses. Certain deemed distributions of participant loans	2014-12-31	$464
Value of total corrective distributions	2014-12-31	$4,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$682,007
Value of total assets at end of year	2014-12-31	$11,631,672
Value of total assets at beginning of year	2014-12-31	$11,001,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$68,987
Total interest from all sources	2014-12-31	$92,470
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$104,075
Participant contributions at end of year	2014-12-31	$91,386
Participant contributions at beginning of year	2014-12-31	$111,430
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$630,519
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,631,672
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,001,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$38,907
Value of interest in pooled separate accounts at end of year	2014-12-31	$9,292,638
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,738,778
Interest on participant loans	2014-12-31	$5,218
Interest earned on other investments	2014-12-31	$87,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,247,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,150,945
Net investment gain/loss from pooled separate accounts	2014-12-31	$286,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$568,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$356,943
Contract administrator fees	2014-12-31	$30,080
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2014-12-31	430352985
2013 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,074,884
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$592,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$514,761
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,000
Value of total corrective distributions	2013-12-31	$2,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$704,543
Value of total assets at end of year	2013-12-31	$11,001,153
Value of total assets at beginning of year	2013-12-31	$9,518,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$73,225
Total interest from all sources	2013-12-31	$74,148
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$99,632
Participant contributions at end of year	2013-12-31	$111,430
Participant contributions at beginning of year	2013-12-31	$116,027
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$127,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,482,877
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,001,153
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,518,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,738,778
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$8,078,824
Interest on participant loans	2013-12-31	$6,162
Interest earned on other investments	2013-12-31	$67,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,150,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,323,425
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,296,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$477,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$514,761
Contract administrator fees	2013-12-31	$73,225
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2013-12-31	430352985
2012 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,261,163
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$342,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$268,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$595,177
Value of total assets at end of year	2012-12-31	$9,518,276
Value of total assets at beginning of year	2012-12-31	$8,599,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$73,154
Total interest from all sources	2012-12-31	$50,387
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$103,253
Participant contributions at end of year	2012-12-31	$116,027
Participant contributions at beginning of year	2012-12-31	$96,877
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$65,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$919,127
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,518,276
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,599,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$8,078,824
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$7,422,055
Interest on participant loans	2012-12-31	$4,853
Interest earned on other investments	2012-12-31	$45,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,323,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,080,217
Net investment gain/loss from pooled separate accounts	2012-12-31	$615,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$426,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$268,882
Contract administrator fees	2012-12-31	$73,154
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KERBER ECK & BRAECKEL LLP
Accountancy firm EIN	2012-12-31	430352985
2011 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$579,893
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$703,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$621,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$638,957
Value of total assets at end of year	2011-12-31	$8,599,149
Value of total assets at beginning of year	2011-12-31	$8,722,972
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$82,351
Total interest from all sources	2011-12-31	$42,460
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$86,761
Participant contributions at end of year	2011-12-31	$96,877
Participant contributions at beginning of year	2011-12-31	$79,638
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$215,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-123,823
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,599,149
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,722,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$7,422,055
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,873,271
Interest on participant loans	2011-12-31	$4,082
Interest earned on other investments	2011-12-31	$38,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,080,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$770,063
Net investment gain/loss from pooled separate accounts	2011-12-31	$-101,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$337,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$621,365
Contract administrator fees	2011-12-31	$82,351
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTON GUNDERSON
Accountancy firm EIN	2011-12-31	370802863
2010 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,391,342
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$853,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$755,304
Expenses. Certain deemed distributions of participant loans	2010-12-31	$8,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$629,656
Value of total assets at end of year	2010-12-31	$8,722,972
Value of total assets at beginning of year	2010-12-31	$8,185,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$89,470
Total interest from all sources	2010-12-31	$32,972
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$84,040
Participant contributions at end of year	2010-12-31	$79,638
Participant contributions at beginning of year	2010-12-31	$88,190
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$287,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$537,616
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,722,972
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,185,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,873,271
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$7,376,441
Interest on participant loans	2010-12-31	$4,307
Interest earned on other investments	2010-12-31	$28,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$770,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$720,725
Net investment gain/loss from pooled separate accounts	2010-12-31	$728,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$257,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$755,304
Contract administrator fees	2010-12-31	$89,470
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON
Accountancy firm EIN	2010-12-31	370802863
2009 : IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN

2021: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IBEW LOCAL 538 401(K) SALARY DEFERRAL & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $6,251
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	190
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23,047
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	23047

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	206
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $22,639
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,639
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	201
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $22,343
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,343
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	232
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $19,949
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,321
Insurance broker organization code?	4
Insurance broker name	ARNOLD, PATIRCK J

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	236
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $17,505
Total amount of fees paid to insurance company	USD $30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,505
Amount paid for insurance broker fees	30
Additional information about fees paid to insurance broker	NON-MONETARY COMP TO SALES REP
Insurance broker organization code?	4
Insurance broker name	ARNOLD, PATIRCK J

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	311
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $13,710
Total amount of fees paid to insurance company	USD $3,660
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,710
Amount paid for insurance broker fees	3660
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE, NON-MONETARY COMP TO SALES REP
Insurance broker organization code?	4
Insurance broker name	WOODBURY FIANCIAL SERVICES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	312
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $21,038
Total amount of fees paid to insurance company	USD $7,389
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,038
Amount paid for insurance broker fees	7389
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE, NON-MONETARY COMP TO SALES REP
Insurance broker organization code?	4
Insurance broker name	WOODBURY FIANCIAL SERVICES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	353
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $16,476
Total amount of fees paid to insurance company	USD $5,793
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,476
Amount paid for insurance broker fees	5793
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE NON-MONETARY COMP TO SALES REP
Insurance broker organization code?	4
Insurance broker name	WOODBURY FIANCIAL SERVICES INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	402
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $19,169
Total amount of fees paid to insurance company	USD $6,753
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72574

Policy instance

Insurance contract or identification number	GP72574
Number of Individuals Covered	486
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $18,890
Total amount of fees paid to insurance company	USD $7,947
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,890
Insurance broker organization code?	4
Amount paid for insurance broker fees	6723
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker name	WOODBURY FINANCIAL SERVICES INC

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Company Name:	IBEW LOCAL 538
Employer identification number (EIN):	370608857
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations