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LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 401k Plan overview

Plan NameLOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND
Plan identification number 001

LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND
Employer identification number (EIN):436032286
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FRANK JACOBS2023-10-12 KYLE MCKENNA2023-10-12
0012021-01-01FRANK JACOBS2022-10-14
0012020-01-01FRANK JACOBS2021-10-12 DOUGLAS R. MARTIN2021-10-12
0012019-01-01FRANK JACOBS2020-10-09 DOUGLAS R. MARTIN2020-10-09
0012018-01-01FRANK JACOBS2019-09-16 DOUGLAS R. MARTIN2019-08-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01FRANK JACOBS
0012011-01-01FRANK JACOBS
0012009-01-01STEPHEN SCHOEMEHL

Plan Statistics for LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND

401k plan membership statisitcs for LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND

Measure Date Value
2022: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-015,311
Total number of active participants reported on line 7a of the Form 55002022-01-014,647
Number of retired or separated participants receiving benefits2022-01-01169
Number of other retired or separated participants entitled to future benefits2022-01-01642
Total of all active and inactive participants2022-01-015,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-015,459
Number of participants with account balances2022-01-015,459
Number of employers contributing to the scheme2022-01-01248
2021: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-015,034
Total number of active participants reported on line 7a of the Form 55002021-01-014,522
Number of retired or separated participants receiving benefits2021-01-0181
Number of other retired or separated participants entitled to future benefits2021-01-01708
Total of all active and inactive participants2021-01-015,311
Total participants2021-01-015,311
Number of participants with account balances2021-01-015,311
Number of employers contributing to the scheme2021-01-01243
2020: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-015,018
Total number of active participants reported on line 7a of the Form 55002020-01-013,574
Number of retired or separated participants receiving benefits2020-01-01591
Number of other retired or separated participants entitled to future benefits2020-01-01694
Total of all active and inactive participants2020-01-014,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01175
Total participants2020-01-015,034
Number of participants with account balances2020-01-014,268
Number of employers contributing to the scheme2020-01-01220
2019: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-014,848
Total number of active participants reported on line 7a of the Form 55002019-01-013,602
Number of retired or separated participants receiving benefits2019-01-01552
Number of other retired or separated participants entitled to future benefits2019-01-01675
Total of all active and inactive participants2019-01-014,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01189
Total participants2019-01-015,018
Number of participants with account balances2019-01-014,277
Number of employers contributing to the scheme2019-01-01225
2018: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-014,822
Total number of active participants reported on line 7a of the Form 55002018-01-013,413
Number of retired or separated participants receiving benefits2018-01-01574
Number of other retired or separated participants entitled to future benefits2018-01-01684
Total of all active and inactive participants2018-01-014,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01177
Total participants2018-01-014,848
Number of participants with account balances2018-01-014,097
Number of employers contributing to the scheme2018-01-01223
2017: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-014,757
Total number of active participants reported on line 7a of the Form 55002017-01-013,445
Number of retired or separated participants receiving benefits2017-01-01529
Number of other retired or separated participants entitled to future benefits2017-01-01681
Total of all active and inactive participants2017-01-014,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01167
Total participants2017-01-014,822
Number of participants with account balances2017-01-014,126
Number of employers contributing to the scheme2017-01-01217
2016: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,671
Total number of active participants reported on line 7a of the Form 55002016-01-013,390
Number of retired or separated participants receiving benefits2016-01-01552
Number of other retired or separated participants entitled to future benefits2016-01-01674
Total of all active and inactive participants2016-01-014,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01141
Total participants2016-01-014,757
Number of participants with account balances2016-01-014,064
Number of employers contributing to the scheme2016-01-01236
2015: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,719
Total number of active participants reported on line 7a of the Form 55002015-01-013,341
Number of retired or separated participants receiving benefits2015-01-01508
Number of other retired or separated participants entitled to future benefits2015-01-01683
Total of all active and inactive participants2015-01-014,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01139
Total participants2015-01-014,671
Number of participants with account balances2015-01-014,024
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 scheme2015-01-01264
2014: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,822
Total number of active participants reported on line 7a of the Form 55002014-01-013,359
Number of retired or separated participants receiving benefits2014-01-01528
Number of other retired or separated participants entitled to future benefits2014-01-01710
Total of all active and inactive participants2014-01-014,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01122
Total participants2014-01-014,719
Number of participants with account balances2014-01-014,069
Number of employers contributing to the scheme2014-01-01234
2013: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-014,793
Total number of active participants reported on line 7a of the Form 55002013-01-013,425
Number of retired or separated participants receiving benefits2013-01-01552
Number of other retired or separated participants entitled to future benefits2013-01-01729
Total of all active and inactive participants2013-01-014,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01116
Total participants2013-01-014,822
Number of participants with account balances2013-01-014,154
Number of employers contributing to the scheme2013-01-01239
2012: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,285
Total number of active participants reported on line 7a of the Form 55002012-01-013,468
Number of retired or separated participants receiving benefits2012-01-01455
Number of other retired or separated participants entitled to future benefits2012-01-01776
Total of all active and inactive participants2012-01-014,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0194
Total participants2012-01-014,793
Number of participants with account balances2012-01-014,793
Number of employers contributing to the scheme2012-01-01222
2011: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-015,223
Total number of active participants reported on line 7a of the Form 55002011-01-013,728
Number of retired or separated participants receiving benefits2011-01-01324
Number of other retired or separated participants entitled to future benefits2011-01-011,198
Total of all active and inactive participants2011-01-015,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0135
Total participants2011-01-015,285
Number of participants with account balances2011-01-015,285
Number of employers contributing to the scheme2011-01-01216
2009: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-015,912
Total number of active participants reported on line 7a of the Form 55002009-01-014,419
Number of retired or separated participants receiving benefits2009-01-01394
Number of other retired or separated participants entitled to future benefits2009-01-011,202
Total of all active and inactive participants2009-01-016,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0127
Total participants2009-01-016,042
Number of participants with account balances2009-01-015,302
Number of employers contributing to the scheme2009-01-01163

Financial Data on LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND

Measure Date Value
2022 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-132,354
Total unrealized appreciation/depreciation of assets2022-12-31$-132,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$225,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$248,220
Total income from all sources (including contributions)2022-12-31$-245,230,089
Total of all expenses incurred2022-12-31$95,174,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$94,071,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$44,039,966
Value of total assets at end of year2022-12-31$1,468,547,543
Value of total assets at beginning of year2022-12-31$1,808,974,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,102,588
Total interest from all sources2022-12-31$1,215,614
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,030,301
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$16,030,301
Administrative expenses professional fees incurred2022-12-31$50,368
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$20,000,000
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
Participant contributions at end of year2022-12-31$18,798
Participant contributions at beginning of year2022-12-31$15,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,056,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$213,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$236,095
Other income not declared elsewhere2022-12-31$129,349
Administrative expenses (other) incurred2022-12-31$362,555
Liabilities. Value of operating payables at end of year2022-12-31$12,125
Liabilities. Value of operating payables at beginning of year2022-12-31$12,125
Total non interest bearing cash at end of year2022-12-31$343,894
Total non interest bearing cash at beginning of year2022-12-31$34,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-340,404,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,468,321,917
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,808,726,451
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$548,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$734,722,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$878,316,691
Value of interest in pooled separate accounts at end of year2022-12-31$350,950,267
Value of interest in pooled separate accounts at beginning of year2022-12-31$512,732,209
Interest on participant loans2022-12-31$3,520
Interest earned on other investments2022-12-31$1,058,328
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$307,502,979
Value of interest in common/collective trusts at beginning of year2022-12-31$364,488,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$26,215,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,708,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,708,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$153,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$44,095,831
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,896,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-132,688,435
Net investment gain/loss from pooled separate accounts2022-12-31$-150,105,425
Net investment gain or loss from common/collective trusts2022-12-31$-23,719,105
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$44,039,966
Employer contributions (assets) at end of year2022-12-31$4,698,100
Employer contributions (assets) at beginning of year2022-12-31$3,726,222
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$94,071,857
Contract administrator fees2022-12-31$141,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$141,876
Total unrealized appreciation/depreciation of assets2021-12-31$141,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$248,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,326
Total income from all sources (including contributions)2021-12-31$275,877,794
Total loss/gain on sale of assets2021-12-31$652,429
Total of all expenses incurred2021-12-31$76,860,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,267,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,409,380
Value of total assets at end of year2021-12-31$1,808,974,671
Value of total assets at beginning of year2021-12-31$1,609,735,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,592,637
Total interest from all sources2021-12-31$1,448,415
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$16,429,962
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$16,276,474
Administrative expenses professional fees incurred2021-12-31$69,452
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$38,409,380
Amount contributed by the employer to the plan for this plan year2021-12-31$38,409,380
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$15,278
Participant contributions at beginning of year2021-12-31$15,278
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,561,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,056,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$524,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$236,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,201
Other income not declared elsewhere2021-12-31$432,297
Administrative expenses (other) incurred2021-12-31$392,608
Liabilities. Value of operating payables at end of year2021-12-31$12,125
Liabilities. Value of operating payables at beginning of year2021-12-31$12,125
Total non interest bearing cash at end of year2021-12-31$34,132
Total non interest bearing cash at beginning of year2021-12-31$1,605,208
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$199,017,623
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,808,726,451
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,609,708,828
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$1,130,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$878,316,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,096,394,490
Value of interest in pooled separate accounts at end of year2021-12-31$512,732,209
Value of interest in pooled separate accounts at beginning of year2021-12-31$26,866,468
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$818,021
Income. Interest from US Government securities2021-12-31$229,000
Income. Interest from corporate debt instruments2021-12-31$398,150
Value of interest in common/collective trusts at end of year2021-12-31$364,488,633
Value of interest in common/collective trusts at beginning of year2021-12-31$374,399,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,708,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$26,857,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$26,857,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,896,256
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$26,370,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$98,808,628
Net investment gain/loss from pooled separate accounts2021-12-31$69,626,741
Net investment gain or loss from common/collective trusts2021-12-31$49,928,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$38,409,380
Employer contributions (assets) at end of year2021-12-31$3,726,222
Employer contributions (assets) at beginning of year2021-12-31$2,977,865
Income. Dividends from common stock2021-12-31$153,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,267,534
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$31,381,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$16,780,687
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
Aggregate proceeds on sale of assets2021-12-31$32,373,998
Aggregate carrying amount (costs) on sale of assets2021-12-31$31,721,569
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,909,090
Total unrealized appreciation/depreciation of assets2020-12-31$3,909,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$76,491
Total income from all sources (including contributions)2020-12-31$219,951,279
Total loss/gain on sale of assets2020-12-31$-1,101,811
Total of all expenses incurred2020-12-31$49,124,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$47,543,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$34,376,099
Value of total assets at end of year2020-12-31$1,609,735,154
Value of total assets at beginning of year2020-12-31$1,438,958,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,580,588
Total interest from all sources2020-12-31$2,672,144
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,831,837
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$32,512,370
Administrative expenses professional fees incurred2020-12-31$88,601
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$34,376,099
Amount contributed by the employer to the plan for this plan year2020-12-31$34,376,099
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$15,278
Participant contributions at beginning of year2020-12-31$13,818
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,561,457
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,701,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$524,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$548,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$14,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$55,249
Other income not declared elsewhere2020-12-31$6,081
Administrative expenses (other) incurred2020-12-31$395,811
Liabilities. Value of operating payables at end of year2020-12-31$12,125
Liabilities. Value of operating payables at beginning of year2020-12-31$21,242
Total non interest bearing cash at end of year2020-12-31$1,605,208
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$170,827,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,609,708,828
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,438,881,812
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$1,096,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,096,394,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$976,256,906
Value of interest in pooled separate accounts at end of year2020-12-31$26,866,468
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,365,946
Interest on participant loans2020-12-31$1,460
Interest earned on other investments2020-12-31$1,251,868
Income. Interest from US Government securities2020-12-31$602,715
Income. Interest from corporate debt instruments2020-12-31$799,815
Value of interest in common/collective trusts at end of year2020-12-31$374,399,804
Value of interest in common/collective trusts at beginning of year2020-12-31$344,043,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$26,857,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,851,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,851,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,286
Asset value of US Government securities at end of year2020-12-31$26,370,514
Asset value of US Government securities at beginning of year2020-12-31$33,252,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$121,658,099
Net investment gain/loss from pooled separate accounts2020-12-31$-341,285
Net investment gain or loss from common/collective trusts2020-12-31$25,941,025
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,376,099
Employer contributions (assets) at end of year2020-12-31$2,977,865
Employer contributions (assets) at beginning of year2020-12-31$3,163,802
Income. Dividends from common stock2020-12-31$319,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$47,543,675
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$31,381,905
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$20,261,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$16,780,687
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$15,497,425
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
Aggregate proceeds on sale of assets2020-12-31$34,727,481
Aggregate carrying amount (costs) on sale of assets2020-12-31$35,829,292
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS MINKELR HUBER HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,904,566
Total unrealized appreciation/depreciation of assets2019-12-31$1,904,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$186,088
Total income from all sources (including contributions)2019-12-31$280,095,381
Total loss/gain on sale of assets2019-12-31$1,665,186
Total of all expenses incurred2019-12-31$49,618,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,016,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$39,248,774
Value of total assets at end of year2019-12-31$1,438,958,303
Value of total assets at beginning of year2019-12-31$1,208,591,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,602,283
Total interest from all sources2019-12-31$3,304,065
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$33,430,067
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$33,163,144
Administrative expenses professional fees incurred2019-12-31$87,534
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$33,390,617
Amount contributed by the employer to the plan for this plan year2019-12-31$33,390,617
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$13,818
Participant contributions at beginning of year2019-12-31$21,752
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,701,238
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,561,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$548,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$597,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$55,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$36,235
Other income not declared elsewhere2019-12-31$31,989
Administrative expenses (other) incurred2019-12-31$416,365
Liabilities. Value of operating payables at end of year2019-12-31$21,242
Liabilities. Value of operating payables at beginning of year2019-12-31$149,853
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$230,476,557
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,438,881,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,208,405,255
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$1,098,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$976,256,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$782,905,009
Value of interest in pooled separate accounts at end of year2019-12-31$26,365,946
Value of interest in pooled separate accounts at beginning of year2019-12-31$25,348,768
Interest on participant loans2019-12-31$913
Interest earned on other investments2019-12-31$1,453,857
Income. Interest from US Government securities2019-12-31$949,734
Income. Interest from corporate debt instruments2019-12-31$789,262
Value of interest in common/collective trusts at end of year2019-12-31$344,043,961
Value of interest in common/collective trusts at beginning of year2019-12-31$312,771,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,851,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,237,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,237,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$110,299
Asset value of US Government securities at end of year2019-12-31$33,252,634
Asset value of US Government securities at beginning of year2019-12-31$24,370,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$160,261,668
Net investment gain/loss from pooled separate accounts2019-12-31$-30,353
Net investment gain or loss from common/collective trusts2019-12-31$40,279,419
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$39,248,774
Employer contributions (assets) at end of year2019-12-31$3,163,802
Employer contributions (assets) at beginning of year2019-12-31$3,403,959
Income. Dividends from common stock2019-12-31$266,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,016,541
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$20,261,949
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$26,489,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$15,497,425
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$13,884,079
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
Aggregate proceeds on sale of assets2019-12-31$76,420,456
Aggregate carrying amount (costs) on sale of assets2019-12-31$74,755,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2019-12-31430831507
2018 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,636,797
Total unrealized appreciation/depreciation of assets2018-12-31$-2,636,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$186,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$164,774
Total income from all sources (including contributions)2018-12-31$4,365,460
Total loss/gain on sale of assets2018-12-31$-693,236
Total of all expenses incurred2018-12-31$46,921,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,340,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$33,268,492
Value of total assets at end of year2018-12-31$1,208,591,343
Value of total assets at beginning of year2018-12-31$1,251,126,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,581,344
Total interest from all sources2018-12-31$2,793,368
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$42,329,654
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$42,085,453
Administrative expenses professional fees incurred2018-12-31$83,723
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$32,500,130
Amount contributed by the employer to the plan for this plan year2018-12-31$32,500,130
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$21,752
Participant contributions at beginning of year2018-12-31$662,837
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,561,925
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,667,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$597,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$557,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$36,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,919
Other income not declared elsewhere2018-12-31$21,902
Administrative expenses (other) incurred2018-12-31$350,250
Liabilities. Value of operating payables at end of year2018-12-31$149,853
Liabilities. Value of operating payables at beginning of year2018-12-31$142,855
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$1,282,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,556,222
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,208,405,255
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,250,961,477
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$1,147,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$782,905,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$819,590,428
Value of interest in pooled separate accounts at end of year2018-12-31$25,348,768
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,579,559
Interest on participant loans2018-12-31$29,394
Interest earned on other investments2018-12-31$1,138,162
Income. Interest from US Government securities2018-12-31$560,473
Income. Interest from corporate debt instruments2018-12-31$1,021,512
Value of interest in common/collective trusts at end of year2018-12-31$312,771,148
Value of interest in common/collective trusts at beginning of year2018-12-31$317,384,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,237,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,077,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,077,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$43,827
Asset value of US Government securities at end of year2018-12-31$24,370,615
Asset value of US Government securities at beginning of year2018-12-31$23,071,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-73,207,927
Net investment gain/loss from pooled separate accounts2018-12-31$-125,656
Net investment gain or loss from common/collective trusts2018-12-31$2,615,660
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$33,268,492
Employer contributions (assets) at end of year2018-12-31$3,403,959
Employer contributions (assets) at beginning of year2018-12-31$3,132,343
Income. Dividends from common stock2018-12-31$244,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,340,338
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$26,489,339
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$34,155,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$13,884,079
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$15,964,397
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
Aggregate proceeds on sale of assets2018-12-31$36,991,335
Aggregate carrying amount (costs) on sale of assets2018-12-31$37,684,571
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 name2018-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,200,587
Total unrealized appreciation/depreciation of assets2017-12-31$2,200,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$164,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$265,379
Total income from all sources (including contributions)2017-12-31$199,207,046
Total loss/gain on sale of assets2017-12-31$192,555
Total of all expenses incurred2017-12-31$43,719,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$42,136,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,795,203
Value of total assets at end of year2017-12-31$1,251,126,251
Value of total assets at beginning of year2017-12-31$1,095,739,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,583,013
Total interest from all sources2017-12-31$2,771,552
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$35,884,708
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$35,638,427
Administrative expenses professional fees incurred2017-12-31$76,898
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$30,786,405
Amount contributed by the employer to the plan for this plan year2017-12-31$30,786,405
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$662,837
Participant contributions at beginning of year2017-12-31$1,067,094
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,667,053
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,639,867
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$557,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$658,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$125,880
Other income not declared elsewhere2017-12-31$4,845
Administrative expenses (other) incurred2017-12-31$440,143
Liabilities. Value of operating payables at end of year2017-12-31$142,855
Liabilities. Value of operating payables at beginning of year2017-12-31$139,499
Total non interest bearing cash at end of year2017-12-31$1,282,754
Total non interest bearing cash at beginning of year2017-12-31$2,581,955
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$155,487,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,250,961,477
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,095,474,245
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$1,065,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$819,590,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$674,554,759
Value of interest in pooled separate accounts at end of year2017-12-31$24,579,559
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,712,746
Interest on participant loans2017-12-31$92,579
Interest earned on other investments2017-12-31$1,170,692
Income. Interest from US Government securities2017-12-31$342,333
Income. Interest from corporate debt instruments2017-12-31$1,150,011
Value of interest in common/collective trusts at end of year2017-12-31$317,384,346
Value of interest in common/collective trusts at beginning of year2017-12-31$304,452,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,077,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,237,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,237,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,937
Asset value of US Government securities at end of year2017-12-31$23,071,709
Asset value of US Government securities at beginning of year2017-12-31$16,320,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$95,938,149
Net investment gain/loss from pooled separate accounts2017-12-31$-87,789
Net investment gain or loss from common/collective trusts2017-12-31$31,507,236
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,795,203
Employer contributions (assets) at end of year2017-12-31$3,132,343
Employer contributions (assets) at beginning of year2017-12-31$3,061,284
Income. Dividends from common stock2017-12-31$246,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$42,136,801
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$34,155,445
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$38,183,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$15,964,397
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$19,269,730
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
Aggregate proceeds on sale of assets2017-12-31$51,773,707
Aggregate carrying amount (costs) on sale of assets2017-12-31$51,581,152
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 name2017-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,581,713
Total unrealized appreciation/depreciation of assets2016-12-31$3,581,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$265,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$174,475
Total income from all sources (including contributions)2016-12-31$109,821,542
Total loss/gain on sale of assets2016-12-31$-925,056
Total of all expenses incurred2016-12-31$42,944,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$41,555,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$29,579,963
Value of total assets at end of year2016-12-31$1,095,739,624
Value of total assets at beginning of year2016-12-31$1,028,771,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,388,279
Total interest from all sources2016-12-31$3,112,124
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$17,183,355
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$16,924,133
Administrative expenses professional fees incurred2016-12-31$79,224
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$29,579,413
Amount contributed by the employer to the plan for this plan year2016-12-31$29,579,413
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,067,094
Participant contributions at beginning of year2016-12-31$1,074,958
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,639,867
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,226,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$658,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$559,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$125,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$8,332
Other income not declared elsewhere2016-12-31$18,098
Administrative expenses (other) incurred2016-12-31$352,692
Liabilities. Value of operating payables at end of year2016-12-31$139,499
Liabilities. Value of operating payables at beginning of year2016-12-31$166,143
Total non interest bearing cash at end of year2016-12-31$2,581,955
Total non interest bearing cash at beginning of year2016-12-31$1,406,389
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$66,877,379
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,095,474,245
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,028,596,866
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$956,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$674,554,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$635,741,263
Value of interest in pooled separate accounts at end of year2016-12-31$23,712,746
Value of interest in pooled separate accounts at beginning of year2016-12-31$23,047,068
Interest on participant loans2016-12-31$75,462
Interest earned on other investments2016-12-31$1,409,835
Income. Interest from US Government securities2016-12-31$269,797
Income. Interest from corporate debt instruments2016-12-31$1,353,084
Value of interest in common/collective trusts at end of year2016-12-31$304,452,854
Value of interest in common/collective trusts at beginning of year2016-12-31$280,096,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,237,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,747,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,747,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,946
Asset value of US Government securities at end of year2016-12-31$16,320,204
Asset value of US Government securities at beginning of year2016-12-31$22,157,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,581,966
Net investment gain/loss from pooled separate accounts2016-12-31$-35,469
Net investment gain or loss from common/collective trusts2016-12-31$18,724,848
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$29,579,963
Employer contributions (assets) at end of year2016-12-31$3,061,284
Employer contributions (assets) at beginning of year2016-12-31$2,425,426
Income. Dividends from common stock2016-12-31$259,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$41,555,884
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$38,183,094
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$35,996,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$19,269,730
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$16,291,438
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
Aggregate proceeds on sale of assets2016-12-31$35,528,358
Aggregate carrying amount (costs) on sale of assets2016-12-31$36,453,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31264532849
2015 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-183,331
Total unrealized appreciation/depreciation of assets2015-12-31$-183,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$174,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$135,963
Total income from all sources (including contributions)2015-12-31$53,612,357
Total loss/gain on sale of assets2015-12-31$-1,200,689
Total of all expenses incurred2015-12-31$51,582,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$50,281,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,023,733
Value of total assets at end of year2015-12-31$1,028,771,341
Value of total assets at beginning of year2015-12-31$1,026,703,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,301,382
Total interest from all sources2015-12-31$2,841,527
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,732,354
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$31,549,737
Administrative expenses professional fees incurred2015-12-31$82,559
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$24,783,813
Amount contributed by the employer to the plan for this plan year2015-12-31$24,783,813
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,074,958
Participant contributions at beginning of year2015-12-31$1,019,818
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,226,287
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,367,619
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$242,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$559,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$588,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,345
Other income not declared elsewhere2015-12-31$3,853
Administrative expenses (other) incurred2015-12-31$320,101
Liabilities. Value of operating payables at end of year2015-12-31$166,143
Liabilities. Value of operating payables at beginning of year2015-12-31$130,618
Total non interest bearing cash at end of year2015-12-31$1,406,389
Total non interest bearing cash at beginning of year2015-12-31$2,514,569
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$2,029,420
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,028,596,866
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,026,567,446
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$898,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$635,741,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$626,074,528
Value of interest in pooled separate accounts at end of year2015-12-31$23,047,068
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,424,103
Interest on participant loans2015-12-31$79,009
Interest earned on other investments2015-12-31$1,096,396
Income. Interest from US Government securities2015-12-31$345,324
Income. Interest from corporate debt instruments2015-12-31$1,320,444
Value of interest in common/collective trusts at end of year2015-12-31$280,096,859
Value of interest in common/collective trusts at beginning of year2015-12-31$274,742,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,747,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,858,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,858,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$354
Asset value of US Government securities at end of year2015-12-31$22,157,952
Asset value of US Government securities at beginning of year2015-12-31$27,866,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,512,430
Net investment gain/loss from pooled separate accounts2015-12-31$-75,990
Net investment gain or loss from common/collective trusts2015-12-31$10,983,330
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,781,608
Employer contributions (assets) at end of year2015-12-31$2,425,426
Employer contributions (assets) at beginning of year2015-12-31$2,241,192
Income. Dividends from common stock2015-12-31$182,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,281,555
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$35,996,368
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$44,622,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$16,291,438
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,382,390
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
Aggregate proceeds on sale of assets2015-12-31$35,391,566
Aggregate carrying amount (costs) on sale of assets2015-12-31$36,592,255
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 name2015-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31264532849
2014 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,269,022
Total unrealized appreciation/depreciation of assets2014-12-31$3,269,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$135,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$126,737
Total income from all sources (including contributions)2014-12-31$102,751,175
Total loss/gain on sale of assets2014-12-31$-634,900
Total of all expenses incurred2014-12-31$41,322,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,107,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,517,453
Value of total assets at end of year2014-12-31$1,026,703,409
Value of total assets at beginning of year2014-12-31$965,265,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,215,421
Total interest from all sources2014-12-31$2,704,781
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,951,497
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$28,737,597
Administrative expenses professional fees incurred2014-12-31$88,037
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$24,519,632
Amount contributed by the employer to the plan for this plan year2014-12-31$24,519,632
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,019,818
Participant contributions at beginning of year2014-12-31$1,073,671
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,367,619
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,791,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$588,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$602,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,657
Other income not declared elsewhere2014-12-31$4,997
Administrative expenses (other) incurred2014-12-31$349,573
Liabilities. Value of operating payables at end of year2014-12-31$130,618
Liabilities. Value of operating payables at beginning of year2014-12-31$122,080
Total non interest bearing cash at end of year2014-12-31$2,514,569
Total non interest bearing cash at beginning of year2014-12-31$3,121,463
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$61,428,390
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,026,567,446
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$965,139,056
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$777,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$626,074,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$568,641,067
Value of interest in pooled separate accounts at end of year2014-12-31$22,424,103
Interest on participant loans2014-12-31$82,464
Interest earned on other investments2014-12-31$604,673
Income. Interest from US Government securities2014-12-31$427,808
Income. Interest from corporate debt instruments2014-12-31$1,589,707
Value of interest in common/collective trusts at end of year2014-12-31$274,742,721
Value of interest in common/collective trusts at beginning of year2014-12-31$277,066,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,858,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,090,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,090,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$129
Asset value of US Government securities at end of year2014-12-31$27,866,901
Asset value of US Government securities at beginning of year2014-12-31$35,602,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$22,951,940
Net investment gain or loss from common/collective trusts2014-12-31$20,986,385
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$24,517,453
Employer contributions (assets) at end of year2014-12-31$2,241,192
Employer contributions (assets) at beginning of year2014-12-31$1,999,372
Income. Dividends from common stock2014-12-31$213,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,107,364
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$44,622,794
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$51,359,738
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$16,382,390
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,916,653
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$51,772,858
Aggregate carrying amount (costs) on sale of assets2014-12-31$52,407,758
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 name2014-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31264532849
2013 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,213,067
Total unrealized appreciation/depreciation of assets2013-12-31$3,213,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$126,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$148,710
Total income from all sources (including contributions)2013-12-31$189,906,755
Total loss/gain on sale of assets2013-12-31$2,892,294
Total of all expenses incurred2013-12-31$56,246,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,147,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,666,746
Value of total assets at end of year2013-12-31$965,265,793
Value of total assets at beginning of year2013-12-31$831,627,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,099,052
Total interest from all sources2013-12-31$2,314,624
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$19,296,213
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$18,971,104
Administrative expenses professional fees incurred2013-12-31$69,839
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$23,667,837
Amount contributed by the employer to the plan for this plan year2013-12-31$23,667,837
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,073,671
Participant contributions at beginning of year2013-12-31$1,192,595
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,791,933
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,554,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$602,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$802,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,879
Other income not declared elsewhere2013-12-31$25,926
Administrative expenses (other) incurred2013-12-31$316,664
Liabilities. Value of operating payables at end of year2013-12-31$122,080
Liabilities. Value of operating payables at beginning of year2013-12-31$143,831
Total non interest bearing cash at end of year2013-12-31$3,121,463
Total non interest bearing cash at beginning of year2013-12-31$2,666,853
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$133,660,352
Value of net assets at end of year (total assets less liabilities)2013-12-31$965,139,056
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$831,478,704
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$712,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$568,641,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$464,431,192
Interest on participant loans2013-12-31$92,317
Interest earned on other investments2013-12-31$195,226
Income. Interest from US Government securities2013-12-31$536,576
Income. Interest from corporate debt instruments2013-12-31$1,487,022
Value of interest in common/collective trusts at end of year2013-12-31$277,066,134
Value of interest in common/collective trusts at beginning of year2013-12-31$261,829,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,090,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,945,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,945,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,483
Asset value of US Government securities at end of year2013-12-31$35,602,036
Asset value of US Government securities at beginning of year2013-12-31$27,889,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$103,050,589
Net investment gain or loss from common/collective trusts2013-12-31$35,447,296
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,666,746
Employer contributions (assets) at end of year2013-12-31$1,999,372
Employer contributions (assets) at beginning of year2013-12-31$2,172,016
Income. Dividends from common stock2013-12-31$325,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,147,351
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$51,359,738
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$44,411,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,916,653
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$17,731,493
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$48,355,209
Aggregate carrying amount (costs) on sale of assets2013-12-31$45,462,915
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 name2013-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2013-12-31264532849
2012 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,926,641
Total unrealized appreciation/depreciation of assets2012-12-31$4,926,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,468,436
Total income from all sources (including contributions)2012-12-31$107,749,192
Total loss/gain on sale of assets2012-12-31$-115,673
Total of all expenses incurred2012-12-31$68,132,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$67,081,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,359,989
Value of total assets at end of year2012-12-31$831,627,414
Value of total assets at beginning of year2012-12-31$795,330,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,050,634
Total interest from all sources2012-12-31$2,543,673
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,553,362
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$16,220,433
Administrative expenses professional fees incurred2012-12-31$85,586
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$21,359,989
Amount contributed by the employer to the plan for this plan year2012-12-31$21,359,989
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,192,595
Participant contributions at beginning of year2012-12-31$1,665,782
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,554,382
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,871,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$802,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,479,294
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,843
Other income not declared elsewhere2012-12-31$12,350
Administrative expenses (other) incurred2012-12-31$340,001
Liabilities. Value of operating payables at end of year2012-12-31$143,831
Liabilities. Value of operating payables at beginning of year2012-12-31$3,463,593
Total non interest bearing cash at end of year2012-12-31$2,666,853
Total non interest bearing cash at beginning of year2012-12-31$1,325,183
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$39,616,747
Value of net assets at end of year (total assets less liabilities)2012-12-31$831,478,704
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$791,861,957
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$625,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$464,431,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$430,295,855
Interest on participant loans2012-12-31$116,674
Interest earned on other investments2012-12-31$184,555
Income. Interest from US Government securities2012-12-31$714,066
Income. Interest from corporate debt instruments2012-12-31$1,527,093
Value of interest in common/collective trusts at end of year2012-12-31$261,829,604
Value of interest in common/collective trusts at beginning of year2012-12-31$247,205,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,945,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,366,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,366,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,285
Asset value of US Government securities at end of year2012-12-31$27,889,548
Asset value of US Government securities at beginning of year2012-12-31$36,286,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$43,149,053
Net investment gain or loss from common/collective trusts2012-12-31$19,319,797
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,359,989
Employer contributions (assets) at end of year2012-12-31$2,172,016
Employer contributions (assets) at beginning of year2012-12-31$2,132,471
Income. Dividends from common stock2012-12-31$332,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$67,081,811
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$44,411,545
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$38,784,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$17,731,493
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$26,917,923
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$39,360,010
Aggregate carrying amount (costs) on sale of assets2012-12-31$39,475,683
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 name2012-12-31PURK & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31264532849
2011 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,471,494
Total unrealized appreciation/depreciation of assets2011-12-31$1,471,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,468,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$647,788
Total income from all sources (including contributions)2011-12-31$41,733,696
Total loss/gain on sale of assets2011-12-31$-305,107
Total of all expenses incurred2011-12-31$59,688,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$58,577,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,943,986
Value of total assets at end of year2011-12-31$795,330,393
Value of total assets at beginning of year2011-12-31$810,464,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,110,754
Total interest from all sources2011-12-31$2,791,831
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,252,155
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$15,075,001
Administrative expenses professional fees incurred2011-12-31$84,813
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$24,943,986
Amount contributed by the employer to the plan for this plan year2011-12-31$24,943,986
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,665,782
Participant contributions at beginning of year2011-12-31$2,607,065
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,871,166
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,644,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,479,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,353,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,043
Other income not declared elsewhere2011-12-31$11,977
Administrative expenses (other) incurred2011-12-31$418,452
Liabilities. Value of operating payables at end of year2011-12-31$3,463,593
Liabilities. Value of operating payables at beginning of year2011-12-31$639,745
Total non interest bearing cash at end of year2011-12-31$1,325,183
Total non interest bearing cash at beginning of year2011-12-31$2,880,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-17,954,711
Value of net assets at end of year (total assets less liabilities)2011-12-31$791,861,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$809,816,668
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$607,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$430,295,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$447,000,879
Interest on participant loans2011-12-31$142,791
Interest earned on other investments2011-12-31$174,330
Income. Interest from US Government securities2011-12-31$1,021,431
Income. Interest from corporate debt instruments2011-12-31$1,452,492
Value of interest in common/collective trusts at end of year2011-12-31$247,205,391
Value of interest in common/collective trusts at beginning of year2011-12-31$232,561,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,366,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,663,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,663,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$787
Asset value of US Government securities at end of year2011-12-31$36,286,226
Asset value of US Government securities at beginning of year2011-12-31$43,175,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-12,835,362
Net investment gain or loss from common/collective trusts2011-12-31$10,402,722
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$24,943,986
Employer contributions (assets) at end of year2011-12-31$2,132,471
Employer contributions (assets) at beginning of year2011-12-31$2,442,183
Income. Dividends from common stock2011-12-31$177,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$58,577,653
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$38,784,214
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$31,926,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$26,917,923
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$27,209,418
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$58,944,663
Aggregate carrying amount (costs) on sale of assets2011-12-31$59,249,770
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 name2011-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2011-12-31431236296
2010 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,192,461
Total unrealized appreciation/depreciation of assets2010-12-31$5,192,461
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$647,788
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$269,694
Total income from all sources (including contributions)2010-12-31$119,543,250
Total loss/gain on sale of assets2010-12-31$229,793
Total of all expenses incurred2010-12-31$52,783,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$51,747,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,998,283
Value of total assets at end of year2010-12-31$810,464,456
Value of total assets at beginning of year2010-12-31$743,327,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,036,309
Total interest from all sources2010-12-31$3,314,728
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,191,939
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$11,992,648
Administrative expenses professional fees incurred2010-12-31$93,471
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$23,998,283
Amount contributed by the employer to the plan for this plan year2010-12-31$23,998,283
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,607,065
Participant contributions at beginning of year2010-12-31$3,545,758
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,644,524
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,404,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,353,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,031,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$11,503
Other income not declared elsewhere2010-12-31$24,492
Administrative expenses (other) incurred2010-12-31$316,008
Liabilities. Value of operating payables at end of year2010-12-31$639,745
Liabilities. Value of operating payables at beginning of year2010-12-31$258,191
Total non interest bearing cash at end of year2010-12-31$2,880,041
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$66,759,344
Value of net assets at end of year (total assets less liabilities)2010-12-31$809,816,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$743,057,324
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$626,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$447,000,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$384,422,974
Interest on participant loans2010-12-31$239,545
Interest earned on other investments2010-12-31$195,275
Income. Interest from US Government securities2010-12-31$1,288,410
Income. Interest from corporate debt instruments2010-12-31$1,589,722
Value of interest in common/collective trusts at end of year2010-12-31$232,561,133
Value of interest in common/collective trusts at beginning of year2010-12-31$241,397,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,663,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,782,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,782,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,776
Asset value of US Government securities at end of year2010-12-31$43,175,835
Asset value of US Government securities at beginning of year2010-12-31$44,508,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$54,128,836
Net investment gain or loss from common/collective trusts2010-12-31$20,462,718
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$23,998,283
Employer contributions (assets) at end of year2010-12-31$2,442,183
Employer contributions (assets) at beginning of year2010-12-31$2,490,078
Income. Dividends from common stock2010-12-31$199,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,747,597
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$31,926,079
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$31,027,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$27,209,418
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$24,714,951
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$65,084,699
Aggregate carrying amount (costs) on sale of assets2010-12-31$64,854,906
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 name2010-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2010-12-31431236296
2009 : LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$31,201,942
Amount contributed by the employer to the plan for this plan year2009-12-31$31,201,942

Form 5500 Responses for LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND

2022: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $171,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees171921
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075725
Policy instance 2
Insurance contract or identification number075725
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $183,565
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees183565
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
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 $179,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees179194
Additional information about fees paid to insurance brokerASSET MANAGEMENT FEE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $174,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees174543
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
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 $16,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16287
Insurance broker nameUNION LABOR LIFE INSURANCE COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,058
Total amount of fees paid to insurance companyUSD $153,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,058
Insurance broker organization code?6
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA02134
Policy instance 1
Insurance contract or identification numberGA02134
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,303
Total amount of fees paid to insurance companyUSD $62,386
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,303
Amount paid for insurance broker fees0
Insurance broker organization code?6
Insurance broker nameULLICO INVESTMENT COMPANY

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