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IBEW LOCAL NO. 58 ANNUITY FUND 401k Plan overview

Plan NameIBEW LOCAL NO. 58 ANNUITY FUND
Plan identification number 001

IBEW LOCAL NO. 58 ANNUITY FUND Benefits

401k Plan TypeDefined 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

BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 58 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 58 ANNUITY FUND
Employer identification number (EIN):382749515
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL NO. 58 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01E. CRAIG YOUNG THOMAS MITTELBRUN, III2018-09-26
0012016-01-01E. CRAIG YOUNG THOMAS MITTELBRUN, III2017-10-04
0012015-01-01E. CRAIG YOUNG THOMAS MITTELBRUN, III2016-09-27
0012014-01-01THOMAS MITTELBRUN III DAVID KURTZ2015-07-19
0012013-01-01THOMAS MITTELBRUN III DANIEL TRIPP MICHAEL RICHARD2014-07-02
0012012-01-01THOMAS MITTELBRUN III DANIEL TRIPP MICHAEL RICHARD2013-06-28
0012011-01-01THOMAS MITTELBRUN III DANIEL TRIPP JOSEPH ABDOO2012-09-07
0012009-01-01THOMAS MITTELBRUN THOMAS MITTELBRUN2010-08-10

Plan Statistics for IBEW LOCAL NO. 58 ANNUITY FUND

401k plan membership statisitcs for IBEW LOCAL NO. 58 ANNUITY FUND

Measure Date Value
2022: IBEW LOCAL NO. 58 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-015,874
Total number of active participants reported on line 7a of the Form 55002022-01-015,719
Number of retired or separated participants receiving benefits2022-01-01194
Number of other retired or separated participants entitled to future benefits2022-01-01335
Total of all active and inactive participants2022-01-016,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0141
Total participants2022-01-016,289
Number of participants with account balances2022-01-016,289
Number of employers contributing to the scheme2022-01-01234
2021: IBEW LOCAL NO. 58 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-015,426
Total number of active participants reported on line 7a of the Form 55002021-01-015,560
Number of retired or separated participants receiving benefits2021-01-01223
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-015,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-015,874
Number of participants with account balances2021-01-015,874
Number of employers contributing to the scheme2021-01-01222
2020: IBEW LOCAL NO. 58 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-015,477
Total number of active participants reported on line 7a of the Form 55002020-01-015,144
Number of retired or separated participants receiving benefits2020-01-01193
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-015,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-015,426
Number of participants with account balances2020-01-015,426
Number of employers contributing to the scheme2020-01-01234
2019: IBEW LOCAL NO. 58 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-015,597
Total number of active participants reported on line 7a of the Form 55002019-01-015,211
Number of retired or separated participants receiving benefits2019-01-01186
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-015,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-015,477
Number of participants with account balances2019-01-015,477
Number of employers contributing to the scheme2019-01-01238
2018: IBEW LOCAL NO. 58 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,524
Total number of active participants reported on line 7a of the Form 55002018-01-015,342
Number of retired or separated participants receiving benefits2018-01-01149
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-015,592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-015,597
Number of participants with account balances2018-01-015,597
Number of employers contributing to the scheme2018-01-01238
2017: IBEW LOCAL NO. 58 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-015,224
Total number of active participants reported on line 7a of the Form 55002017-01-015,248
Number of retired or separated participants receiving benefits2017-01-01227
Number of other retired or separated participants entitled to future benefits2017-01-0147
Total of all active and inactive participants2017-01-015,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-015,524
Number of participants with account balances2017-01-015,524
Number of employers contributing to the scheme2017-01-01239
2016: IBEW LOCAL NO. 58 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-015,465
Total number of active participants reported on line 7a of the Form 55002016-01-015,006
Number of retired or separated participants receiving benefits2016-01-01179
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-015,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-015,224
Number of participants with account balances2016-01-015,224
Number of employers contributing to the scheme2016-01-01237
2015: IBEW LOCAL NO. 58 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,637
Total number of active participants reported on line 7a of the Form 55002015-01-015,115
Number of retired or separated participants receiving benefits2015-01-01288
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-015,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-015,465
Number of participants with account balances2015-01-015,442
Number of employers contributing to the scheme2015-01-01238
2014: IBEW LOCAL NO. 58 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-015,212
Total number of active participants reported on line 7a of the Form 55002014-01-014,026
Number of retired or separated participants receiving benefits2014-01-01253
Number of other retired or separated participants entitled to future benefits2014-01-01348
Total of all active and inactive participants2014-01-014,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-014,637
Number of participants with account balances2014-01-014,637
Number of employers contributing to the scheme2014-01-01233
2013: IBEW LOCAL NO. 58 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-015,298
Total number of active participants reported on line 7a of the Form 55002013-01-014,188
Number of retired or separated participants receiving benefits2013-01-01230
Number of other retired or separated participants entitled to future benefits2013-01-01768
Total of all active and inactive participants2013-01-015,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0126
Total participants2013-01-015,212
Number of participants with account balances2013-01-015,212
Number of employers contributing to the scheme2013-01-01243
2012: IBEW LOCAL NO. 58 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,411
Total number of active participants reported on line 7a of the Form 55002012-01-014,355
Number of retired or separated participants receiving benefits2012-01-01213
Number of other retired or separated participants entitled to future benefits2012-01-01714
Total of all active and inactive participants2012-01-015,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-015,298
Number of participants with account balances2012-01-015,298
Number of employers contributing to the scheme2012-01-01259
2011: IBEW LOCAL NO. 58 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-015,138
Total number of active participants reported on line 7a of the Form 55002011-01-014,537
Number of retired or separated participants receiving benefits2011-01-01200
Number of other retired or separated participants entitled to future benefits2011-01-01658
Total of all active and inactive participants2011-01-015,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0116
Total participants2011-01-015,411
Number of participants with account balances2011-01-015,411
Number of employers contributing to the scheme2011-01-01251
2009: IBEW LOCAL NO. 58 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-016,326
Total number of active participants reported on line 7a of the Form 55002009-01-015,203
Number of retired or separated participants receiving benefits2009-01-01158
Number of other retired or separated participants entitled to future benefits2009-01-01571
Total of all active and inactive participants2009-01-015,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0138
Total participants2009-01-015,970
Number of participants with account balances2009-01-015,970
Number of employers contributing to the scheme2009-01-01263

Financial Data on IBEW LOCAL NO. 58 ANNUITY FUND

Measure Date Value
2022 : IBEW LOCAL NO. 58 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-106,498,985
Total unrealized appreciation/depreciation of assets2022-12-31$-106,498,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$443,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$463,168
Total income from all sources (including contributions)2022-12-31$-61,960,614
Total of all expenses incurred2022-12-31$34,254,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,649,053
Expenses. Certain deemed distributions of participant loans2022-12-31$353,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,981,570
Value of total assets at end of year2022-12-31$699,341,447
Value of total assets at beginning of year2022-12-31$795,576,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,251,213
Total interest from all sources2022-12-31$555,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$62,227
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,537,034
Participant contributions at end of year2022-12-31$10,122,824
Participant contributions at beginning of year2022-12-31$9,415,101
Participant contributions at end of year2022-12-31$678,000
Participant contributions at beginning of year2022-12-31$415,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$334,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$396,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$105,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$124,671
Other income not declared elsewhere2022-12-31$1,698
Administrative expenses (other) incurred2022-12-31$459,902
Liabilities. Value of operating payables at end of year2022-12-31$337,192
Liabilities. Value of operating payables at beginning of year2022-12-31$338,497
Total non interest bearing cash at end of year2022-12-31$4,591,318
Total non interest bearing cash at beginning of year2022-12-31$5,272,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-96,214,732
Value of net assets at end of year (total assets less liabilities)2022-12-31$698,898,444
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$795,113,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$729,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$622,077,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$734,538,947
Interest on participant loans2022-12-31$533,896
Interest earned on other investments2022-12-31$21,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$60,355,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$44,728,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,432,221
Employer contributions (assets) at end of year2022-12-31$1,179,000
Employer contributions (assets) at beginning of year2022-12-31$807,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,649,053
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,480
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,480
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2022-12-31383382520
2021 : IBEW LOCAL NO. 58 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$93,044,400
Total unrealized appreciation/depreciation of assets2021-12-31$93,044,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$463,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$580,756
Total income from all sources (including contributions)2021-12-31$133,748,138
Total of all expenses incurred2021-12-31$38,253,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$36,730,201
Expenses. Certain deemed distributions of participant loans2021-12-31$183,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$40,164,395
Value of total assets at end of year2021-12-31$795,576,344
Value of total assets at beginning of year2021-12-31$700,199,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,339,959
Total interest from all sources2021-12-31$535,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$56,279
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,402,528
Participant contributions at end of year2021-12-31$9,415,101
Participant contributions at beginning of year2021-12-31$9,272,983
Participant contributions at end of year2021-12-31$415,000
Participant contributions at beginning of year2021-12-31$502,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$396,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$354,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$124,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$261,307
Other income not declared elsewhere2021-12-31$3,378
Administrative expenses (other) incurred2021-12-31$435,801
Liabilities. Value of operating payables at end of year2021-12-31$338,497
Liabilities. Value of operating payables at beginning of year2021-12-31$319,449
Total non interest bearing cash at end of year2021-12-31$5,272,817
Total non interest bearing cash at beginning of year2021-12-31$5,018,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$95,494,489
Value of net assets at end of year (total assets less liabilities)2021-12-31$795,113,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$699,618,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$847,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$734,538,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$636,696,830
Interest on participant loans2021-12-31$516,892
Interest earned on other investments2021-12-31$19,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$44,728,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$47,534,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24,747,469
Employer contributions (assets) at end of year2021-12-31$807,000
Employer contributions (assets) at beginning of year2021-12-31$818,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,730,201
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,480
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,400
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2021-12-31383382520
2020 : IBEW LOCAL NO. 58 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$72,912,655
Total unrealized appreciation/depreciation of assets2020-12-31$72,912,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$580,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$522,924
Total income from all sources (including contributions)2020-12-31$106,002,825
Total of all expenses incurred2020-12-31$27,068,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,546,707
Expenses. Certain deemed distributions of participant loans2020-12-31$333,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,459,912
Value of total assets at end of year2020-12-31$700,199,443
Value of total assets at beginning of year2020-12-31$621,207,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,188,645
Total interest from all sources2020-12-31$585,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$51,463
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,359,120
Participant contributions at end of year2020-12-31$9,272,983
Participant contributions at beginning of year2020-12-31$9,454,618
Participant contributions at end of year2020-12-31$502,000
Participant contributions at beginning of year2020-12-31$486,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$354,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$570,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$261,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$131,398
Other income not declared elsewhere2020-12-31$44,655
Administrative expenses (other) incurred2020-12-31$404,287
Liabilities. Value of operating payables at end of year2020-12-31$319,449
Liabilities. Value of operating payables at beginning of year2020-12-31$391,526
Total non interest bearing cash at end of year2020-12-31$5,018,322
Total non interest bearing cash at beginning of year2020-12-31$4,241,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$78,934,433
Value of net assets at end of year (total assets less liabilities)2020-12-31$699,618,687
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$620,684,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$732,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$636,696,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$570,360,757
Interest on participant loans2020-12-31$579,043
Interest earned on other investments2020-12-31$6,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$47,534,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$35,333,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,086,211
Employer contributions (assets) at end of year2020-12-31$818,000
Employer contributions (assets) at beginning of year2020-12-31$758,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$25,546,707
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,400
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,400
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2020-12-31383382520
2019 : IBEW LOCAL NO. 58 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$96,189,860
Total unrealized appreciation/depreciation of assets2019-12-31$96,189,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$522,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$223,703
Total income from all sources (including contributions)2019-12-31$124,093,589
Total of all expenses incurred2019-12-31$33,204,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,630,516
Expenses. Certain deemed distributions of participant loans2019-12-31$412,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,202,345
Value of total assets at end of year2019-12-31$621,207,178
Value of total assets at beginning of year2019-12-31$530,019,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,161,920
Total interest from all sources2019-12-31$572,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$34,073
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,364,736
Participant contributions at end of year2019-12-31$9,454,618
Participant contributions at beginning of year2019-12-31$9,733,903
Participant contributions at end of year2019-12-31$486,000
Participant contributions at beginning of year2019-12-31$486,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$570,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$87,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$131,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$27,287
Other income not declared elsewhere2019-12-31$128,875
Administrative expenses (other) incurred2019-12-31$377,594
Liabilities. Value of operating payables at end of year2019-12-31$391,526
Liabilities. Value of operating payables at beginning of year2019-12-31$196,416
Total non interest bearing cash at end of year2019-12-31$4,241,079
Total non interest bearing cash at beginning of year2019-12-31$3,485,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$90,888,608
Value of net assets at end of year (total assets less liabilities)2019-12-31$620,684,254
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$529,795,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$750,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$570,360,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$479,394,172
Interest on participant loans2019-12-31$568,720
Interest earned on other investments2019-12-31$3,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$35,333,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$36,112,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,824,846
Employer contributions (assets) at end of year2019-12-31$758,000
Employer contributions (assets) at beginning of year2019-12-31$717,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,630,516
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,400
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,400
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2019-12-31383382520
2018 : IBEW LOCAL NO. 58 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-36,290,286
Total unrealized appreciation/depreciation of assets2018-12-31$-36,290,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$223,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$300,135
Total income from all sources (including contributions)2018-12-31$-8,354,797
Total of all expenses incurred2018-12-31$24,363,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,912,986
Expenses. Certain deemed distributions of participant loans2018-12-31$244,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,340,832
Value of total assets at end of year2018-12-31$530,019,349
Value of total assets at beginning of year2018-12-31$562,814,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,205,871
Total interest from all sources2018-12-31$535,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$50,652
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,245,901
Participant contributions at end of year2018-12-31$9,733,903
Participant contributions at beginning of year2018-12-31$9,386,360
Participant contributions at end of year2018-12-31$486,000
Participant contributions at beginning of year2018-12-31$561,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$87,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$76,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$27,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$117,029
Other income not declared elsewhere2018-12-31$58,986
Administrative expenses (other) incurred2018-12-31$438,946
Liabilities. Value of operating payables at end of year2018-12-31$196,416
Liabilities. Value of operating payables at beginning of year2018-12-31$183,106
Total non interest bearing cash at end of year2018-12-31$3,485,121
Total non interest bearing cash at beginning of year2018-12-31$3,629,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,718,297
Value of net assets at end of year (total assets less liabilities)2018-12-31$529,795,646
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$562,513,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$716,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$479,394,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$521,598,173
Interest on participant loans2018-12-31$529,133
Interest earned on other investments2018-12-31$6,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$36,112,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$26,693,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$16,052,311
Employer contributions (assets) at end of year2018-12-31$717,000
Employer contributions (assets) at beginning of year2018-12-31$869,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,912,986
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,400
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$367
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2018-12-31383382520
2017 : IBEW LOCAL NO. 58 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-956
Total unrealized appreciation/depreciation of assets2017-12-31$-956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$300,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$243,195
Total income from all sources (including contributions)2017-12-31$85,781,532
Total of all expenses incurred2017-12-31$21,449,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,993,404
Expenses. Certain deemed distributions of participant loans2017-12-31$261,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,054,192
Value of total assets at end of year2017-12-31$562,814,078
Value of total assets at beginning of year2017-12-31$498,424,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,193,938
Total interest from all sources2017-12-31$560,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$42,564
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,028,408
Participant contributions at end of year2017-12-31$9,386,360
Participant contributions at beginning of year2017-12-31$9,780,865
Participant contributions at end of year2017-12-31$561,000
Participant contributions at beginning of year2017-12-31$518,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$76,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$61,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$117,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$47,714
Other income not declared elsewhere2017-12-31$244,475
Administrative expenses (other) incurred2017-12-31$436,835
Liabilities. Value of operating payables at end of year2017-12-31$183,106
Liabilities. Value of operating payables at beginning of year2017-12-31$195,481
Total non interest bearing cash at end of year2017-12-31$3,629,250
Total non interest bearing cash at beginning of year2017-12-31$5,084,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$64,332,362
Value of net assets at end of year (total assets less liabilities)2017-12-31$562,513,943
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$498,181,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$714,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$521,598,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$456,571,996
Interest on participant loans2017-12-31$516,189
Interest earned on other investments2017-12-31$44,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$26,693,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,592,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$56,922,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$17,015,392
Employer contributions (assets) at end of year2017-12-31$869,000
Employer contributions (assets) at beginning of year2017-12-31$814,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,993,404
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$367
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2017-12-31383382520
2016 : IBEW LOCAL NO. 58 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,738
Total unrealized appreciation/depreciation of assets2016-12-31$9,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$243,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$209,378
Total income from all sources (including contributions)2016-12-31$67,898,994
Total of all expenses incurred2016-12-31$16,775,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,150,018
Expenses. Certain deemed distributions of participant loans2016-12-31$486,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,619,331
Value of total assets at end of year2016-12-31$498,424,776
Value of total assets at beginning of year2016-12-31$447,267,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,138,672
Total interest from all sources2016-12-31$576,428
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$53,649
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,146,599
Participant contributions at end of year2016-12-31$9,780,865
Participant contributions at beginning of year2016-12-31$9,930,904
Participant contributions at end of year2016-12-31$518,000
Participant contributions at beginning of year2016-12-31$262,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$61,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$62,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$47,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,946
Other income not declared elsewhere2016-12-31$2,550
Administrative expenses (other) incurred2016-12-31$451,224
Liabilities. Value of operating payables at end of year2016-12-31$195,481
Liabilities. Value of operating payables at beginning of year2016-12-31$194,432
Total non interest bearing cash at end of year2016-12-31$5,084,054
Total non interest bearing cash at beginning of year2016-12-31$5,031,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$51,123,671
Value of net assets at end of year (total assets less liabilities)2016-12-31$498,181,581
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$447,057,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$633,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$482,164,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$431,362,914
Interest on participant loans2016-12-31$499,075
Interest earned on other investments2016-12-31$77,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$44,677,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,465,524
Employer contributions (assets) at end of year2016-12-31$814,000
Employer contributions (assets) at beginning of year2016-12-31$615,000
Income. Dividends from common stock2016-12-31$13,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,150,018
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,200
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,200
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2016-12-31383382520
2015 : IBEW LOCAL NO. 58 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$209,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$546,511
Total income from all sources (including contributions)2015-12-31$11,779,894
Total of all expenses incurred2015-12-31$21,421,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,675,181
Expenses. Certain deemed distributions of participant loans2015-12-31$480,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,752,475
Value of total assets at end of year2015-12-31$447,267,288
Value of total assets at beginning of year2015-12-31$457,246,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,266,655
Total interest from all sources2015-12-31$656,004
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$71,180
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,160,255
Participant contributions at end of year2015-12-31$9,930,904
Participant contributions at beginning of year2015-12-31$10,847,814
Participant contributions at end of year2015-12-31$262,000
Participant contributions at beginning of year2015-12-31$309,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$62,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$58,946,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$17,414
Other income not declared elsewhere2015-12-31$1,350
Administrative expenses (other) incurred2015-12-31$489,030
Liabilities. Value of operating payables at end of year2015-12-31$194,432
Liabilities. Value of operating payables at beginning of year2015-12-31$529,097
Total non interest bearing cash at end of year2015-12-31$5,031,700
Total non interest bearing cash at beginning of year2015-12-31$19,786,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,641,964
Value of net assets at end of year (total assets less liabilities)2015-12-31$447,057,910
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$456,699,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$706,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$431,362,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$182,942
Interest on participant loans2015-12-31$564,707
Interest earned on other investments2015-12-31$91,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$366,535,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$366,535,006
Asset value of US Government securities at beginning of year2015-12-31$436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,667,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,592,220
Employer contributions (assets) at end of year2015-12-31$615,000
Employer contributions (assets) at beginning of year2015-12-31$636,000
Income. Dividends from common stock2015-12-31$37,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,675,181
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,200
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,195
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2015-12-31383382520
2014 : IBEW LOCAL NO. 58 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-40,194,068
Total unrealized appreciation/depreciation of assets2014-12-31$-40,194,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$546,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,111,135
Total income from all sources (including contributions)2014-12-31$40,972,370
Total loss/gain on sale of assets2014-12-31$50,575,090
Total of all expenses incurred2014-12-31$23,904,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,126,098
Expenses. Certain deemed distributions of participant loans2014-12-31$612,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,931,795
Value of total assets at end of year2014-12-31$457,246,385
Value of total assets at beginning of year2014-12-31$463,743,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,166,110
Total interest from all sources2014-12-31$5,281,759
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,377,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$68,789
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,335,715
Participant contributions at end of year2014-12-31$10,847,814
Participant contributions at beginning of year2014-12-31$11,445,381
Participant contributions at end of year2014-12-31$309,000
Participant contributions at beginning of year2014-12-31$266,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$22,416,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$58,946,370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,324,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$17,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$23,357,685
Administrative expenses (other) incurred2014-12-31$439,638
Liabilities. Value of operating payables at end of year2014-12-31$529,097
Liabilities. Value of operating payables at beginning of year2014-12-31$753,450
Total non interest bearing cash at end of year2014-12-31$19,786,622
Total non interest bearing cash at beginning of year2014-12-31$4,989,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$17,067,899
Value of net assets at end of year (total assets less liabilities)2014-12-31$456,699,874
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$439,631,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,657,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$182,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,924,451
Interest on participant loans2014-12-31$584,829
Interest earned on other investments2014-12-31$779,176
Income. Interest from US Government securities2014-12-31$1,267,952
Income. Interest from corporate debt instruments2014-12-31$2,648,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$366,535,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$65,422,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$65,422,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,090
Asset value of US Government securities at end of year2014-12-31$436
Asset value of US Government securities at beginning of year2014-12-31$68,726,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,596,080
Employer contributions (assets) at end of year2014-12-31$636,000
Employer contributions (assets) at beginning of year2014-12-31$635,000
Income. Dividends from common stock2014-12-31$6,377,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,126,098
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$74,883,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$200,707,947
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,195
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,180
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,206,566,959
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,155,991,869
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2014-12-31383382520
2013 : IBEW LOCAL NO. 58 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$28,616,241
Total unrealized appreciation/depreciation of assets2013-12-31$28,616,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,111,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,318,102
Total income from all sources (including contributions)2013-12-31$71,799,772
Total loss/gain on sale of assets2013-12-31$13,646,803
Total of all expenses incurred2013-12-31$22,483,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,497,101
Expenses. Certain deemed distributions of participant loans2013-12-31$710,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,489,346
Value of total assets at end of year2013-12-31$463,743,110
Value of total assets at beginning of year2013-12-31$424,634,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,276,440
Total interest from all sources2013-12-31$5,544,499
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,502,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$53,832
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,522,295
Participant contributions at end of year2013-12-31$11,445,381
Participant contributions at beginning of year2013-12-31$11,265,171
Participant contributions at end of year2013-12-31$266,000
Participant contributions at beginning of year2013-12-31$342,000
Assets. Other investments not covered elsewhere at end of year2013-12-31$22,416,090
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$28,249,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,324,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,190,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$23,357,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$33,622,547
Administrative expenses (other) incurred2013-12-31$438,693
Liabilities. Value of operating payables at end of year2013-12-31$753,450
Liabilities. Value of operating payables at beginning of year2013-12-31$695,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$49,315,899
Value of net assets at end of year (total assets less liabilities)2013-12-31$439,631,975
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$390,316,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,783,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,924,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,509,978
Interest on participant loans2013-12-31$583,506
Interest earned on other investments2013-12-31$861,671
Income. Interest from US Government securities2013-12-31$1,292,435
Income. Interest from corporate debt instruments2013-12-31$2,805,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$70,411,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$40,045,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$40,045,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,267
Asset value of US Government securities at end of year2013-12-31$68,726,571
Asset value of US Government securities at beginning of year2013-12-31$75,807,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,967,051
Employer contributions (assets) at end of year2013-12-31$635,000
Employer contributions (assets) at beginning of year2013-12-31$875,000
Income. Dividends from common stock2013-12-31$5,502,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,497,101
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$74,883,399
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$73,353,626
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$200,707,947
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$183,993,327
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,180
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$575,026,536
Aggregate carrying amount (costs) on sale of assets2013-12-31$561,379,733
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2013-12-31383382520
2012 : IBEW LOCAL NO. 58 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,727,062
Total unrealized appreciation/depreciation of assets2012-12-31$3,727,062
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,318,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$25,463,590
Total income from all sources (including contributions)2012-12-31$47,152,641
Total loss/gain on sale of assets2012-12-31$13,858,745
Total of all expenses incurred2012-12-31$23,631,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,937,998
Expenses. Certain deemed distributions of participant loans2012-12-31$611,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,916,720
Value of total assets at end of year2012-12-31$424,634,178
Value of total assets at beginning of year2012-12-31$392,258,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,081,567
Total interest from all sources2012-12-31$5,832,038
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,818,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$67,057
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,638,106
Participant contributions at end of year2012-12-31$11,265,171
Participant contributions at beginning of year2012-12-31$10,887,324
Participant contributions at end of year2012-12-31$342,000
Participant contributions at beginning of year2012-12-31$287,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$28,249,639
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,667,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,190,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,361,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$33,622,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$24,908,467
Administrative expenses (other) incurred2012-12-31$452,859
Liabilities. Value of operating payables at end of year2012-12-31$695,555
Liabilities. Value of operating payables at beginning of year2012-12-31$555,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,521,267
Value of net assets at end of year (total assets less liabilities)2012-12-31$390,316,076
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$366,794,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,561,651
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,509,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,707,319
Interest on participant loans2012-12-31$600,258
Interest earned on other investments2012-12-31$880,167
Income. Interest from US Government securities2012-12-31$1,447,043
Income. Interest from corporate debt instruments2012-12-31$2,902,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$40,045,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$54,564,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$54,564,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,122
Asset value of US Government securities at end of year2012-12-31$75,807,725
Asset value of US Government securities at beginning of year2012-12-31$55,139,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,278,614
Employer contributions (assets) at end of year2012-12-31$875,000
Employer contributions (assets) at beginning of year2012-12-31$751,000
Income. Dividends from common stock2012-12-31$4,818,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,937,998
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$73,353,626
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$70,978,569
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$183,993,327
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$168,911,558
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,180
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$475,958,829
Aggregate carrying amount (costs) on sale of assets2012-12-31$462,100,084
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2012-12-31383382520
2011 : IBEW LOCAL NO. 58 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-38,842,481
Total unrealized appreciation/depreciation of assets2011-12-31$-38,842,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,463,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$42,930,348
Total income from all sources (including contributions)2011-12-31$14,174,673
Total loss/gain on sale of assets2011-12-31$25,963,814
Total of all expenses incurred2011-12-31$23,495,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,767,568
Expenses. Certain deemed distributions of participant loans2011-12-31$779,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,826,867
Value of total assets at end of year2011-12-31$392,258,399
Value of total assets at beginning of year2011-12-31$419,046,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,948,511
Total interest from all sources2011-12-31$5,904,720
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,321,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$76,196
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,642,326
Participant contributions at end of year2011-12-31$10,887,324
Participant contributions at beginning of year2011-12-31$10,163,430
Participant contributions at end of year2011-12-31$287,000
Participant contributions at beginning of year2011-12-31$126,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,667,668
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$41,913,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,361,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,186,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$24,908,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$42,430,077
Administrative expenses (other) incurred2011-12-31$429,456
Liabilities. Value of operating payables at end of year2011-12-31$555,123
Liabilities. Value of operating payables at beginning of year2011-12-31$500,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,320,879
Value of net assets at end of year (total assets less liabilities)2011-12-31$366,794,809
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$376,115,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,442,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,707,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,706,431
Interest on participant loans2011-12-31$663,209
Interest earned on other investments2011-12-31$5,241,511
Value of interest in common/collective trusts at beginning of year2011-12-31$42,160,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$54,564,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,104,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,104,001
Asset value of US Government securities at end of year2011-12-31$55,139,751
Asset value of US Government securities at beginning of year2011-12-31$31,895,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,184,541
Employer contributions (assets) at end of year2011-12-31$751,000
Employer contributions (assets) at beginning of year2011-12-31$468,000
Income. Dividends from common stock2011-12-31$3,321,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,767,568
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$70,978,569
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$87,879,568
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$168,911,558
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$191,440,921
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$2,180
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$485,588,821
Aggregate carrying amount (costs) on sale of assets2011-12-31$459,625,007
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2011-12-31383382520
2010 : IBEW LOCAL NO. 58 ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$25,361,517
Total unrealized appreciation/depreciation of assets2010-12-31$25,361,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,722,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$27,414,902
Total income from all sources (including contributions)2010-12-31$63,502,582
Total loss/gain on sale of assets2010-12-31$14,869,052
Total of all expenses incurred2010-12-31$33,881,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,727,004
Expenses. Certain deemed distributions of participant loans2010-12-31$1,535,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,357,414
Value of total assets at end of year2010-12-31$417,838,134
Value of total assets at beginning of year2010-12-31$373,909,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,619,148
Total interest from all sources2010-12-31$6,040,161
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,874,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$56,414
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$605,052
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,622,474
Participant contributions at end of year2010-12-31$10,163,430
Participant contributions at beginning of year2010-12-31$11,999,202
Participant contributions at end of year2010-12-31$126,000
Participant contributions at beginning of year2010-12-31$125,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$40,705,510
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$24,626,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,186,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,077,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$41,222,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$27,017,886
Administrative expenses (other) incurred2010-12-31$387,479
Liabilities. Value of operating payables at end of year2010-12-31$500,271
Liabilities. Value of operating payables at beginning of year2010-12-31$397,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$29,620,694
Value of net assets at end of year (total assets less liabilities)2010-12-31$376,115,686
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$346,494,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,175,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,706,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,232,074
Interest on participant loans2010-12-31$765,697
Interest earned on other investments2010-12-31$5,274,464
Value of interest in common/collective trusts at end of year2010-12-31$42,160,029
Value of interest in common/collective trusts at beginning of year2010-12-31$56,170,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,104,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,171,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,171,672
Asset value of US Government securities at end of year2010-12-31$31,895,125
Asset value of US Government securities at beginning of year2010-12-31$32,786,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,734,940
Employer contributions (assets) at end of year2010-12-31$468,000
Employer contributions (assets) at beginning of year2010-12-31$482,000
Income. Dividends from common stock2010-12-31$2,874,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,727,004
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$87,879,568
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$72,236,901
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$191,440,921
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$163,396,615
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$2,180
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$236,119,503
Aggregate carrying amount (costs) on sale of assets2010-12-31$221,250,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCCLAIN SMITH & WENZ PC
Accountancy firm EIN2010-12-31383382520

Form 5500 Responses for IBEW LOCAL NO. 58 ANNUITY FUND

2022: IBEW LOCAL NO. 58 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL NO. 58 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL NO. 58 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL NO. 58 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL NO. 58 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL NO. 58 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL NO. 58 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL NO. 58 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL NO. 58 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL NO. 58 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL NO. 58 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL NO. 58 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL NO. 58 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780761-01
Policy instance 1
Insurance contract or identification number780761-01
Number of Individuals Covered5719
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61521-1
Policy instance 1
Insurance contract or identification numberMR 61521-1
Number of Individuals Covered5602
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61521-1
Policy instance 1
Insurance contract or identification numberMR 61521-1
Number of Individuals Covered5426
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61521-1
Policy instance 1
Insurance contract or identification numberMR 61521-1
Number of Individuals Covered5477
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61521-1
Policy instance 1
Insurance contract or identification numberMR 61521-1
Number of Individuals Covered5110
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61521-1
Policy instance 1
Insurance contract or identification numberMR 61521-1
Number of Individuals Covered5115
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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