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I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION NO. 124 401(K) PLAN
Plan identification number 005

I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 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

I.B.E.W LOCAL UNION NO. 124 has sponsored the creation of one or more 401k plans.

Company Name:I.B.E.W LOCAL UNION NO. 124
Employer identification number (EIN):431269910
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JOHN FENNESY KENNETH BORDEN2018-06-07
0052016-01-01TERRY AKINS KENNETH BORDEN2017-07-27
0052015-01-01TERRY AKINS KENNETH BORDEN2016-09-15
0052014-01-01TERRY AKINS KENNETH BORDEN2015-07-28
0052013-01-01ENRIQUE RODRIGUEZ KENNETH BORDEN2014-10-10
0052012-01-01TERRAL AKINS KENNETH BORDEN2013-10-15
0052011-01-01TERRAL AKINS KENNETH BORDEN2012-10-12
0052009-01-01TERRAL AKINS KENNETH BORDEN2010-10-15
0052009-01-01TERRAL AKINS KENNETH BORDEN2010-10-15

Plan Statistics for I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN

Measure Date Value
2022: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,130
Total number of active participants reported on line 7a of the Form 55002022-01-013,101
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-013,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-013,177
Number of participants with account balances2022-01-012,345
Number of employers contributing to the scheme2022-01-01102
2021: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,940
Total number of active participants reported on line 7a of the Form 55002021-01-013,028
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-013,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-013,094
Number of participants with account balances2021-01-012,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0169
2020: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,894
Total number of active participants reported on line 7a of the Form 55002020-01-012,858
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-012,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-012,912
Number of participants with account balances2020-01-012,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01113
2019: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,770
Total number of active participants reported on line 7a of the Form 55002019-01-012,804
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-012,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,866
Number of participants with account balances2019-01-011,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0189
2018: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,579
Total number of active participants reported on line 7a of the Form 55002018-01-012,720
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-012,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-012,770
Number of participants with account balances2018-01-011,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0195
2017: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,526
Total number of active participants reported on line 7a of the Form 55002017-01-012,665
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0157
Total of all active and inactive participants2017-01-012,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,727
Number of participants with account balances2017-01-011,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0189
2016: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,481
Total number of active participants reported on line 7a of the Form 55002016-01-012,433
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-012,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,492
Number of participants with account balances2016-01-011,636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-010
2015: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,452
Total number of active participants reported on line 7a of the Form 55002015-01-012,451
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-012,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,508
Number of participants with account balances2015-01-011,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,299
Total number of active participants reported on line 7a of the Form 55002014-01-012,374
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0170
Total of all active and inactive participants2014-01-012,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,447
Number of participants with account balances2014-01-011,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,147
Total number of active participants reported on line 7a of the Form 55002013-01-012,145
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-012,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,170
Number of participants with account balances2013-01-011,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0179
2012: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,085
Total number of active participants reported on line 7a of the Form 55002012-01-013,098
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-013,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-013,115
Number of participants with account balances2012-01-011,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0173
2011: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,278
Total number of active participants reported on line 7a of the Form 55002011-01-013,197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-013,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-013,208
Number of participants with account balances2011-01-011,478
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0180
2009: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,357
Total number of active participants reported on line 7a of the Form 55002009-01-013,416
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01123
Total of all active and inactive participants2009-01-013,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,539
Number of participants with account balances2009-01-011,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-01113

Financial Data on I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN

Measure Date Value
2022 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,708
Total income from all sources (including contributions)2022-12-31$-15,258,047
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,671,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,354,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,161,621
Value of total assets at end of year2022-12-31$118,374,614
Value of total assets at beginning of year2022-12-31$141,303,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$317,470
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,400,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,400,997
Administrative expenses professional fees incurred2022-12-31$70,278
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$8,161,621
Participant contributions at end of year2022-12-31$624,580
Participant contributions at beginning of year2022-12-31$618,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$7,650
Administrative expenses (other) incurred2022-12-31$21,665
Liabilities. Value of operating payables at end of year2022-12-31$24,883
Liabilities. Value of operating payables at beginning of year2022-12-31$24,708
Total non interest bearing cash at end of year2022-12-31$670,991
Total non interest bearing cash at beginning of year2022-12-31$691,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,929,549
Value of net assets at end of year (total assets less liabilities)2022-12-31$118,349,731
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$141,279,280
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$19,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,345,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$82,860,344
Value of interest in pooled separate accounts at end of year2022-12-31$42,726,024
Value of interest in pooled separate accounts at beginning of year2022-12-31$57,126,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,491,845
Net investment gain/loss from pooled separate accounts2022-12-31$-11,328,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,354,032
Contract administrator fees2022-12-31$205,583
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31RUBINBROWN LLP
Accountancy firm EIN2022-12-31430765316
2021 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,904
Total income from all sources (including contributions)2021-12-31$27,842,434
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,914,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,619,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,762,928
Value of total assets at end of year2021-12-31$141,303,988
Value of total assets at beginning of year2021-12-31$123,373,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$294,114
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,097,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,097,156
Administrative expenses professional fees incurred2021-12-31$61,902
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,762,928
Participant contributions at end of year2021-12-31$618,167
Participant contributions at beginning of year2021-12-31$475,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,650
Administrative expenses (other) incurred2021-12-31$6,715
Liabilities. Value of operating payables at end of year2021-12-31$24,708
Liabilities. Value of operating payables at beginning of year2021-12-31$22,904
Total non interest bearing cash at end of year2021-12-31$691,483
Total non interest bearing cash at beginning of year2021-12-31$606,842
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$17,928,323
Value of net assets at end of year (total assets less liabilities)2021-12-31$141,279,280
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,350,957
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$13,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$82,860,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,039,603
Value of interest in pooled separate accounts at end of year2021-12-31$57,126,344
Value of interest in pooled separate accounts at beginning of year2021-12-31$49,244,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,813,855
Net investment gain/loss from pooled separate accounts2021-12-31$10,168,495
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,619,997
Contract administrator fees2021-12-31$212,238
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31RUBINBROWN LLP
Accountancy firm EIN2021-12-31430765316
2020 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$42,546
Total income from all sources (including contributions)2020-12-31$22,109,043
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,682,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,378,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,505,433
Value of total assets at end of year2020-12-31$123,373,861
Value of total assets at beginning of year2020-12-31$106,966,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$303,720
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$950,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$950,628
Administrative expenses professional fees incurred2020-12-31$92,794
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,505,433
Participant contributions at end of year2020-12-31$475,203
Participant contributions at beginning of year2020-12-31$473,782
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,650
Administrative expenses (other) incurred2020-12-31$3,543
Liabilities. Value of operating payables at end of year2020-12-31$22,904
Liabilities. Value of operating payables at beginning of year2020-12-31$42,546
Total non interest bearing cash at end of year2020-12-31$606,842
Total non interest bearing cash at beginning of year2020-12-31$514,083
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$16,426,980
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,350,957
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,923,977
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$21,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,039,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,159,217
Value of interest in pooled separate accounts at end of year2020-12-31$49,244,563
Value of interest in pooled separate accounts at beginning of year2020-12-31$43,811,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,276,473
Net investment gain/loss from pooled separate accounts2020-12-31$7,376,509
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,378,343
Contract administrator fees2020-12-31$185,586
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31RUBINBROWN LLP
Accountancy firm EIN2020-12-31430765316
2019 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$42,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$36,165
Total income from all sources (including contributions)2019-12-31$25,047,691
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,384,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,127,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,435,531
Value of total assets at end of year2019-12-31$106,966,523
Value of total assets at beginning of year2019-12-31$87,297,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$257,194
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,213,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,213,786
Administrative expenses professional fees incurred2019-12-31$61,905
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,435,531
Participant contributions at end of year2019-12-31$473,782
Participant contributions at beginning of year2019-12-31$415,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$13,682
Administrative expenses (other) incurred2019-12-31$666
Liabilities. Value of operating payables at end of year2019-12-31$42,546
Liabilities. Value of operating payables at beginning of year2019-12-31$36,165
Total non interest bearing cash at end of year2019-12-31$514,083
Total non interest bearing cash at beginning of year2019-12-31$390,899
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$19,662,838
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,923,977
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$87,261,139
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$18,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,159,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,217,425
Value of interest in pooled separate accounts at end of year2019-12-31$43,811,791
Value of interest in pooled separate accounts at beginning of year2019-12-31$35,260,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,305,211
Net investment gain/loss from pooled separate accounts2019-12-31$9,093,163
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,127,659
Contract administrator fees2019-12-31$176,096
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RUBINBROWN LLP
Accountancy firm EIN2019-12-31430765316
2018 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$36,666
Total income from all sources (including contributions)2018-12-31$-526,786
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,694,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,474,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,545,606
Value of total assets at end of year2018-12-31$87,297,304
Value of total assets at beginning of year2018-12-31$94,519,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$220,308
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,051,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,051,216
Administrative expenses professional fees incurred2018-12-31$54,472
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,545,606
Participant contributions at end of year2018-12-31$415,014
Participant contributions at beginning of year2018-12-31$426,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$13,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,650
Administrative expenses (other) incurred2018-12-31$912
Liabilities. Value of operating payables at end of year2018-12-31$36,165
Liabilities. Value of operating payables at beginning of year2018-12-31$36,666
Total non interest bearing cash at end of year2018-12-31$390,899
Total non interest bearing cash at beginning of year2018-12-31$380,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,221,737
Value of net assets at end of year (total assets less liabilities)2018-12-31$87,261,139
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$94,482,876
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$22,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$51,217,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,620,167
Value of interest in pooled separate accounts at end of year2018-12-31$35,260,284
Value of interest in pooled separate accounts at beginning of year2018-12-31$39,084,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,844,765
Net investment gain/loss from pooled separate accounts2018-12-31$-2,278,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,474,643
Contract administrator fees2018-12-31$142,841
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31RUBINBROWN LLP
Accountancy firm EIN2018-12-31430765316
2017 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$36,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,996
Total income from all sources (including contributions)2017-12-31$18,190,776
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,572,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,371,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,828,144
Value of total assets at end of year2017-12-31$94,519,542
Value of total assets at beginning of year2017-12-31$81,898,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$201,128
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$850,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$850,278
Administrative expenses professional fees incurred2017-12-31$50,055
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,828,144
Participant contributions at end of year2017-12-31$426,437
Participant contributions at beginning of year2017-12-31$394,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,650
Administrative expenses (other) incurred2017-12-31$3,731
Liabilities. Value of operating payables at end of year2017-12-31$36,666
Liabilities. Value of operating payables at beginning of year2017-12-31$33,996
Total non interest bearing cash at end of year2017-12-31$380,506
Total non interest bearing cash at beginning of year2017-12-31$388,306
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$12,618,465
Value of net assets at end of year (total assets less liabilities)2017-12-31$94,482,876
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,864,411
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$16,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,620,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,514,369
Value of interest in pooled separate accounts at end of year2017-12-31$39,084,782
Value of interest in pooled separate accounts at beginning of year2017-12-31$34,593,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,255,820
Net investment gain/loss from pooled separate accounts2017-12-31$6,256,534
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,371,183
Contract administrator fees2017-12-31$130,990
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31RUBINBROWN LLP
Accountancy firm EIN2017-12-31430765316
2016 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$38,183
Total income from all sources (including contributions)2016-12-31$11,719,111
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,595,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,383,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,385,783
Value of total assets at end of year2016-12-31$81,898,407
Value of total assets at beginning of year2016-12-31$77,779,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$212,534
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$709,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$709,710
Administrative expenses professional fees incurred2016-12-31$59,476
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,385,783
Participant contributions at end of year2016-12-31$394,332
Participant contributions at beginning of year2016-12-31$294,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,650
Liabilities. Value of operating payables at end of year2016-12-31$33,996
Liabilities. Value of operating payables at beginning of year2016-12-31$38,183
Total non interest bearing cash at end of year2016-12-31$388,306
Total non interest bearing cash at beginning of year2016-12-31$386,681
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$4,123,304
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,864,411
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$77,741,107
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$16,751
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,514,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,454,409
Value of interest in pooled separate accounts at end of year2016-12-31$34,593,750
Value of interest in pooled separate accounts at beginning of year2016-12-31$32,635,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,895,138
Net investment gain/loss from pooled separate accounts2016-12-31$3,728,480
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,383,273
Contract administrator fees2016-12-31$136,307
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31RUBINBROWN LLP
Accountancy firm EIN2016-12-31430765316
2015 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$49,601
Total income from all sources (including contributions)2015-12-31$3,786,925
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,755,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,559,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,918,022
Value of total assets at end of year2015-12-31$77,779,290
Value of total assets at beginning of year2015-12-31$78,759,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$196,653
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,040,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,040,141
Administrative expenses professional fees incurred2015-12-31$52,652
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,918,022
Participant contributions at end of year2015-12-31$294,566
Participant contributions at beginning of year2015-12-31$291,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,447
Liabilities. Value of operating payables at end of year2015-12-31$38,183
Liabilities. Value of operating payables at beginning of year2015-12-31$49,601
Total non interest bearing cash at end of year2015-12-31$386,681
Total non interest bearing cash at beginning of year2015-12-31$487,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-968,751
Value of net assets at end of year (total assets less liabilities)2015-12-31$77,741,107
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$78,709,858
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$11,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,454,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$48,119,718
Value of interest in pooled separate accounts at end of year2015-12-31$32,635,984
Value of interest in pooled separate accounts at beginning of year2015-12-31$29,848,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,359,167
Net investment gain/loss from pooled separate accounts2015-12-31$187,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,559,023
Contract administrator fees2015-12-31$132,504
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31RUBINBROWN LLP
Accountancy firm EIN2015-12-31430765316
2014 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$49,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,105
Total income from all sources (including contributions)2014-12-31$9,257,111
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,887,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,713,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,278,365
Value of total assets at end of year2014-12-31$78,759,459
Value of total assets at beginning of year2014-12-31$73,391,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$173,696
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,131,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,131,554
Administrative expenses professional fees incurred2014-12-31$45,997
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 period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,278,365
Participant contributions at end of year2014-12-31$291,195
Participant contributions at beginning of year2014-12-31$329,662
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,616
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$49,601
Liabilities. Value of operating payables at beginning of year2014-12-31$51,105
Total non interest bearing cash at end of year2014-12-31$487,824
Total non interest bearing cash at beginning of year2014-12-31$218,439
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$5,369,809
Value of net assets at end of year (total assets less liabilities)2014-12-31$78,709,858
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,340,049
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$14,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$48,119,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,962,219
Value of interest in pooled separate accounts at end of year2014-12-31$29,848,275
Value of interest in pooled separate accounts at beginning of year2014-12-31$28,868,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$887,248
Net investment gain/loss from pooled separate accounts2014-12-31$1,959,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,713,606
Contract administrator fees2014-12-31$112,783
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
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 name2014-12-31RUBINBROWN LLP
Accountancy firm EIN2014-12-31430765316
2013 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$51,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,595
Total income from all sources (including contributions)2013-12-31$16,704,685
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,244,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,071,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,724,686
Value of total assets at end of year2013-12-31$73,391,154
Value of total assets at beginning of year2013-12-31$59,911,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$173,374
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$503,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$503,132
Administrative expenses professional fees incurred2013-12-31$57,043
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,724,686
Participant contributions at end of year2013-12-31$329,662
Participant contributions at beginning of year2013-12-31$352,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$12,616
Administrative expenses (other) incurred2013-12-31$444
Liabilities. Value of operating payables at end of year2013-12-31$51,105
Liabilities. Value of operating payables at beginning of year2013-12-31$31,595
Total non interest bearing cash at end of year2013-12-31$218,439
Total non interest bearing cash at beginning of year2013-12-31$234,204
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$13,460,035
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,340,049
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,880,014
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$15,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$43,962,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,026,439
Value of interest in pooled separate accounts at end of year2013-12-31$28,868,218
Value of interest in pooled separate accounts at beginning of year2013-12-31$46,285,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,530,433
Net investment gain/loss from pooled separate accounts2013-12-31$4,946,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,071,276
Contract administrator fees2013-12-31$100,305
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
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 name2013-12-31RUBINBROWN LLP
Accountancy firm EIN2013-12-31430765316
2012 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,279
Total income from all sources (including contributions)2012-12-31$10,274,483
Total of all expenses incurred2012-12-31$3,323,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,198,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,646,142
Value of total assets at end of year2012-12-31$59,911,609
Value of total assets at beginning of year2012-12-31$52,960,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$124,619
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$547,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$547,061
Administrative expenses professional fees incurred2012-12-31$37,615
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,646,142
Participant contributions at end of year2012-12-31$352,547
Participant contributions at beginning of year2012-12-31$256,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$12,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,541
Administrative expenses (other) incurred2012-12-31$732
Liabilities. Value of operating payables at end of year2012-12-31$31,595
Liabilities. Value of operating payables at beginning of year2012-12-31$31,279
Total non interest bearing cash at end of year2012-12-31$234,204
Total non interest bearing cash at beginning of year2012-12-31$250,377
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$6,951,060
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,880,014
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,928,954
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$15,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,026,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,145,925
Value of interest in pooled separate accounts at end of year2012-12-31$46,285,803
Value of interest in pooled separate accounts at beginning of year2012-12-31$41,294,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,204,012
Net investment gain/loss from pooled separate accounts2012-12-31$877,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,198,804
Contract administrator fees2012-12-31$70,935
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
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 name2012-12-31RUBINBROWN LLP
Accountancy firm EIN2012-12-31430765316
2011 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$26,004
Total income from all sources (including contributions)2011-12-31$2,659,199
Total of all expenses incurred2011-12-31$3,865,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,666,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,203,862
Value of total assets at end of year2011-12-31$52,960,233
Value of total assets at beginning of year2011-12-31$54,161,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$199,307
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$464,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$464,842
Administrative expenses professional fees incurred2011-12-31$40,564
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,203,862
Participant contributions at end of year2011-12-31$256,938
Participant contributions at beginning of year2011-12-31$257,283
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,531
Administrative expenses (other) incurred2011-12-31$782
Liabilities. Value of operating payables at end of year2011-12-31$31,279
Liabilities. Value of operating payables at beginning of year2011-12-31$26,004
Total non interest bearing cash at end of year2011-12-31$250,377
Total non interest bearing cash at beginning of year2011-12-31$264,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,206,681
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,928,954
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$54,135,635
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$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,145,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,206,903
Value of interest in pooled separate accounts at end of year2011-12-31$41,294,452
Value of interest in pooled separate accounts at beginning of year2011-12-31$43,421,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-679,202
Net investment gain/loss from pooled separate accounts2011-12-31$-330,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,666,573
Contract administrator fees2011-12-31$145,461
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
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 name2011-12-31RUBINBROWN LLP
Accountancy firm EIN2011-12-31430765316
2010 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,454
Total income from all sources (including contributions)2010-12-31$9,808,898
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,983,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,781,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,330,037
Value of total assets at end of year2010-12-31$54,161,639
Value of total assets at beginning of year2010-12-31$50,328,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$202,224
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$132,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$132,182
Administrative expenses professional fees incurred2010-12-31$46,813
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,330,037
Participant contributions at end of year2010-12-31$257,283
Participant contributions at beginning of year2010-12-31$303,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,181
Liabilities. Value of operating payables at end of year2010-12-31$26,004
Liabilities. Value of operating payables at beginning of year2010-12-31$17,454
Total non interest bearing cash at end of year2010-12-31$264,836
Total non interest bearing cash at beginning of year2010-12-31$374,086
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$3,824,899
Value of net assets at end of year (total assets less liabilities)2010-12-31$54,135,635
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$50,310,736
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$12,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,206,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,158,195
Value of interest in pooled separate accounts at end of year2010-12-31$43,421,086
Value of interest in pooled separate accounts at beginning of year2010-12-31$40,480,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,341,399
Net investment gain/loss from pooled separate accounts2010-12-31$5,005,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,781,775
Contract administrator fees2010-12-31$142,911
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
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 name2010-12-31RUBINBROWN LLP
Accountancy firm EIN2010-12-31430765316
2009 : I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN

2022: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION NO. 124 401(K) PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623810
Policy instance 1
Insurance contract or identification number623810
Number of Individuals Covered3177
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623810
Policy instance 1
Insurance contract or identification number623810
Number of Individuals Covered3094
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623810
Policy instance 1
Insurance contract or identification number623810
Number of Individuals Covered2912
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623810
Policy instance 1
Insurance contract or identification number623810
Number of Individuals Covered2866
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623810
Policy instance 2
Insurance contract or identification number623810
Number of Individuals Covered2770
Insurance policy start date2018-03-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-03-29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered2727
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,443
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16443
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered2508
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,100
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14100
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameDOUGLAS R PEETE CHFC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered2447
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,000
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14000
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameDOUGLAS R PEETE CHFC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered2170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,273
Total amount of fees paid to insurance companyUSD $21,682
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,273
Amount paid for insurance broker fees21682
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameDOUGLAS R PEETE CHFC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered3115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,428
Total amount of fees paid to insurance companyUSD $26,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,428
Amount paid for insurance broker fees26224
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameDOUGLAS R PEETE CHFC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered3208
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,329
Total amount of fees paid to insurance companyUSD $26,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number427172
Policy instance 1
Insurance contract or identification number427172
Number of Individuals Covered3241
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $20,604
Total amount of fees paid to insurance companyUSD $24,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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