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IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameIBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN
Plan identification number 002

IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE IBEW LOCAL UNION NO. 271 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE IBEW LOCAL UNION NO. 271
Employer identification number (EIN):480859301
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-02-01RICHARD L MORROW, CPA2023-08-09 RICHARD L MORROW, CPA2023-08-09
0022021-02-01
0022020-02-01
0022019-02-01
0022018-02-01
0022017-02-01TIFFANY CRAWFORD TIFFANY CRAWFORD2018-10-10
0022016-02-01SERENA MELDER SERENA MELDER2017-11-03
0022015-02-01SERENA MELDER SERENA MELDER2016-09-07
0022014-02-01SERENA MELDER SERENA MELDER2015-08-27
0022013-02-01SERENA MELDER SERENA MELDER2014-07-09
0022012-02-01SERENA MELDER SERENA MELDER2013-07-23
0022011-02-01SERENA MELDER SERENA MELDER2012-09-14
0022009-02-01MARYKA DYER MARYKA DYER2010-09-29

Plan Statistics for IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN

Measure Date Value
2022: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-01782
Total number of active participants reported on line 7a of the Form 55002022-02-01673
Number of retired or separated participants receiving benefits2022-02-012
Number of other retired or separated participants entitled to future benefits2022-02-01116
Total of all active and inactive participants2022-02-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-019
Total participants2022-02-01800
Number of participants with account balances2022-02-01790
Number of employers contributing to the scheme2022-02-0126
2021: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-01773
Total number of active participants reported on line 7a of the Form 55002021-02-01662
Number of retired or separated participants receiving benefits2021-02-012
Number of other retired or separated participants entitled to future benefits2021-02-01114
Total of all active and inactive participants2021-02-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-019
Total participants2021-02-01787
Number of participants with account balances2021-02-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
Number of employers contributing to the scheme2021-02-0130
2020: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01771
Total number of active participants reported on line 7a of the Form 55002020-02-01663
Number of retired or separated participants receiving benefits2020-02-011
Number of other retired or separated participants entitled to future benefits2020-02-01106
Total of all active and inactive participants2020-02-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-017
Total participants2020-02-01777
Number of participants with account balances2020-02-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
Number of employers contributing to the scheme2020-02-0138
2019: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01761
Total number of active participants reported on line 7a of the Form 55002019-02-01656
Number of retired or separated participants receiving benefits2019-02-011
Number of other retired or separated participants entitled to future benefits2019-02-01105
Total of all active and inactive participants2019-02-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-018
Total participants2019-02-01770
Number of participants with account balances2019-02-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
Number of employers contributing to the scheme2019-02-0128
2018: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01739
Total number of active participants reported on line 7a of the Form 55002018-02-01653
Number of retired or separated participants receiving benefits2018-02-011
Number of other retired or separated participants entitled to future benefits2018-02-0195
Total of all active and inactive participants2018-02-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-019
Total participants2018-02-01758
Number of participants with account balances2018-02-01754
Number of employers contributing to the scheme2018-02-0125
2017: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01744
Total number of active participants reported on line 7a of the Form 55002017-02-01643
Number of retired or separated participants receiving benefits2017-02-012
Number of other retired or separated participants entitled to future benefits2017-02-0197
Total of all active and inactive participants2017-02-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-016
Total participants2017-02-01748
Number of participants with account balances2017-02-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
Number of employers contributing to the scheme2017-02-0125
2016: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01879
Total number of active participants reported on line 7a of the Form 55002016-02-01640
Number of retired or separated participants receiving benefits2016-02-012
Number of other retired or separated participants entitled to future benefits2016-02-01100
Total of all active and inactive participants2016-02-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-014
Total participants2016-02-01746
Number of participants with account balances2016-02-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
Number of employers contributing to the scheme2016-02-0130
2015: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01792
Total number of active participants reported on line 7a of the Form 55002015-02-01638
Number of retired or separated participants receiving benefits2015-02-013
Number of other retired or separated participants entitled to future benefits2015-02-01166
Total of all active and inactive participants2015-02-01807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-013
Total participants2015-02-01810
Number of participants with account balances2015-02-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
Number of employers contributing to the scheme2015-02-0124
2014: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01791
Total number of active participants reported on line 7a of the Form 55002014-02-01611
Number of retired or separated participants receiving benefits2014-02-013
Number of other retired or separated participants entitled to future benefits2014-02-01189
Total of all active and inactive participants2014-02-01803
Total participants2014-02-01803
Number of participants with account balances2014-02-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
Number of employers contributing to the scheme2014-02-0124
2013: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01771
Total number of active participants reported on line 7a of the Form 55002013-02-01745
Number of retired or separated participants receiving benefits2013-02-012
Number of other retired or separated participants entitled to future benefits2013-02-0142
Total of all active and inactive participants2013-02-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-012
Total participants2013-02-01791
Number of participants with account balances2013-02-01782
Number of employers contributing to the scheme2013-02-0124
2012: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01729
Total number of active participants reported on line 7a of the Form 55002012-02-01734
Number of retired or separated participants receiving benefits2012-02-011
Number of other retired or separated participants entitled to future benefits2012-02-0139
Total of all active and inactive participants2012-02-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-012
Total participants2012-02-01776
Number of participants with account balances2012-02-01771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
Number of employers contributing to the scheme2012-02-0124
2011: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01691
Total number of active participants reported on line 7a of the Form 55002011-02-01687
Number of retired or separated participants receiving benefits2011-02-012
Number of other retired or separated participants entitled to future benefits2011-02-0148
Total of all active and inactive participants2011-02-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-012
Total participants2011-02-01739
Number of participants with account balances2011-02-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
Number of employers contributing to the scheme2011-02-0144
2009: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01740
Total number of active participants reported on line 7a of the Form 55002009-02-01689
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-0197
Total of all active and inactive participants2009-02-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-012
Total participants2009-02-01788
Number of participants with account balances2009-02-01742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010
Number of employers contributing to the scheme2009-02-0134

Financial Data on IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN

Measure Date Value
2023 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$500,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$48,831
Total income from all sources (including contributions)2023-01-31$-1,747,491
Total of all expenses incurred2023-01-31$10,377,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$10,025,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$7,507,500
Value of total assets at end of year2023-01-31$136,872,433
Value of total assets at beginning of year2023-01-31$148,545,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$351,573
Total interest from all sources2023-01-31$238,755
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$326,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$326,020
Administrative expenses professional fees incurred2023-01-31$34,514
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Contributions received from participants2023-01-31$1,636,800
Participant contributions at end of year2023-01-31$139,165
Participant contributions at beginning of year2023-01-31$101,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$14,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$14,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$5,490
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$2,593
Administrative expenses (other) incurred2023-01-31$17,445
Liabilities. Value of operating payables at end of year2023-01-31$10,487
Liabilities. Value of operating payables at beginning of year2023-01-31$39,821
Total non interest bearing cash at end of year2023-01-31$55,857
Total non interest bearing cash at beginning of year2023-01-31$22,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-12,124,802
Value of net assets at end of year (total assets less liabilities)2023-01-31$136,372,273
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$148,497,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$173,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$28,098,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$28,132,967
Value of interest in pooled separate accounts at end of year2023-01-31$96,032,538
Value of interest in pooled separate accounts at beginning of year2023-01-31$106,944,460
Value of interest in common/collective trusts at end of year2023-01-31$11,967,313
Value of interest in common/collective trusts at beginning of year2023-01-31$12,852,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$238,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-3,316,753
Net investment gain/loss from pooled separate accounts2023-01-31$-6,503,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$5,870,700
Employer contributions (assets) at end of year2023-01-31$564,035
Employer contributions (assets) at beginning of year2023-01-31$477,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$10,025,738
Contract administrator fees2023-01-31$125,844
Liabilities. Value of benefit claims payable at end of year2023-01-31$484,183
Liabilities. Value of benefit claims payable at beginning of year2023-01-31$6,417
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31MORROW & CO. LLC CPAS
Accountancy firm EIN2023-01-31481142797
2022 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$48,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$877,077
Total income from all sources (including contributions)2022-01-31$23,791,395
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$5,855,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$5,455,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$7,390,649
Value of total assets at end of year2022-01-31$148,545,906
Value of total assets at beginning of year2022-01-31$131,438,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$400,038
Total interest from all sources2022-01-31$187,554
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$301,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$301,533
Administrative expenses professional fees incurred2022-01-31$44,270
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-01-31$0
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Contributions received from participants2022-01-31$1,472,109
Participant contributions at end of year2022-01-31$101,941
Participant contributions at beginning of year2022-01-31$108,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$14,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$14,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$2,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$4,415
Administrative expenses (other) incurred2022-01-31$18,888
Liabilities. Value of operating payables at end of year2022-01-31$39,821
Liabilities. Value of operating payables at beginning of year2022-01-31$39,776
Total non interest bearing cash at end of year2022-01-31$22,095
Total non interest bearing cash at beginning of year2022-01-31$3,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$17,935,803
Value of net assets at end of year (total assets less liabilities)2022-01-31$148,497,075
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$130,561,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$224,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$28,132,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$27,936,619
Value of interest in pooled separate accounts at end of year2022-01-31$106,944,460
Value of interest in pooled separate accounts at beginning of year2022-01-31$90,846,284
Value of interest in common/collective trusts at end of year2022-01-31$12,852,724
Value of interest in common/collective trusts at beginning of year2022-01-31$12,011,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$187,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$2,822,282
Net investment gain/loss from pooled separate accounts2022-01-31$13,089,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$5,918,540
Employer contributions (assets) at end of year2022-01-31$477,384
Employer contributions (assets) at beginning of year2022-01-31$518,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$5,455,554
Contract administrator fees2022-01-31$112,135
Liabilities. Value of benefit claims payable at end of year2022-01-31$6,417
Liabilities. Value of benefit claims payable at beginning of year2022-01-31$832,886
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31MORROW & CO LLC CPAS
Accountancy firm EIN2022-01-31481142797
2021 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$877,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$51,720
Total income from all sources (including contributions)2021-01-31$22,430,383
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$10,828,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$10,481,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$6,512,944
Value of total assets at end of year2021-01-31$131,438,349
Value of total assets at beginning of year2021-01-31$119,010,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$346,695
Total interest from all sources2021-01-31$65,533
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$243,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$243,086
Administrative expenses professional fees incurred2021-01-31$40,398
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
If this is an individual account plan, was there a blackout period2021-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-01-31$0
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Contributions received from participants2021-01-31$1,345,556
Participant contributions at end of year2021-01-31$108,410
Participant contributions at beginning of year2021-01-31$127,894
Income. Received or receivable in cash from other sources (including rollovers)2021-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$14,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$4,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$4,096
Administrative expenses (other) incurred2021-01-31$2,987
Liabilities. Value of operating payables at end of year2021-01-31$39,776
Liabilities. Value of operating payables at beginning of year2021-01-31$25,740
Total non interest bearing cash at end of year2021-01-31$3,003
Total non interest bearing cash at beginning of year2021-01-31$5,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$11,602,224
Value of net assets at end of year (total assets less liabilities)2021-01-31$130,561,272
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$118,959,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$201,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$27,936,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$22,528,676
Value of interest in pooled separate accounts at end of year2021-01-31$90,846,284
Value of interest in pooled separate accounts at beginning of year2021-01-31$86,161,495
Value of interest in common/collective trusts at end of year2021-01-31$12,011,060
Value of interest in common/collective trusts at beginning of year2021-01-31$9,630,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$65,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$4,196,536
Net investment gain/loss from pooled separate accounts2021-01-31$11,412,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$5,167,388
Employer contributions (assets) at end of year2021-01-31$518,715
Employer contributions (assets) at beginning of year2021-01-31$556,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$10,481,464
Contract administrator fees2021-01-31$102,043
Liabilities. Value of benefit claims payable at end of year2021-01-31$832,886
Liabilities. Value of benefit claims payable at beginning of year2021-01-31$21,884
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Disclaimer
Accountancy firm name2021-01-31MORROW & CO LLC CPAS
Accountancy firm EIN2021-01-31481142797
2020 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$51,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$191,939
Total income from all sources (including contributions)2020-01-31$23,338,752
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$4,955,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$4,614,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$7,438,208
Value of total assets at end of year2020-01-31$119,010,768
Value of total assets at beginning of year2020-01-31$100,768,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$340,967
Total interest from all sources2020-01-31$450,039
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$276,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$276,363
Administrative expenses professional fees incurred2020-01-31$45,352
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Contributions received from participants2020-01-31$1,622,378
Participant contributions at end of year2020-01-31$127,894
Participant contributions at beginning of year2020-01-31$111,068
Income. Received or receivable in cash from other sources (including rollovers)2020-01-31$6,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$2,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$4,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$2,435
Administrative expenses (other) incurred2020-01-31$19,641
Liabilities. Value of operating payables at end of year2020-01-31$25,740
Liabilities. Value of operating payables at beginning of year2020-01-31$9,039
Total non interest bearing cash at end of year2020-01-31$5,368
Total non interest bearing cash at beginning of year2020-01-31$47,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$18,382,865
Value of net assets at end of year (total assets less liabilities)2020-01-31$118,959,048
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$100,576,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$188,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$22,528,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$20,340,568
Value of interest in pooled separate accounts at end of year2020-01-31$86,161,495
Value of interest in pooled separate accounts at beginning of year2020-01-31$71,520,479
Value of interest in common/collective trusts at end of year2020-01-31$9,630,796
Value of interest in common/collective trusts at beginning of year2020-01-31$8,253,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$450,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$2,733,835
Net investment gain/loss from pooled separate accounts2020-01-31$12,440,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31Yes
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$5,809,517
Employer contributions (assets) at end of year2020-01-31$556,539
Employer contributions (assets) at beginning of year2020-01-31$491,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$4,614,920
Contract administrator fees2020-01-31$87,672
Liabilities. Value of benefit claims payable at end of year2020-01-31$21,884
Liabilities. Value of benefit claims payable at beginning of year2020-01-31$180,465
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31Yes
Opinion of an independent qualified public accountant for this plan2020-01-31Disclaimer
Accountancy firm name2020-01-31MORROW & CO LLC CPAS
Accountancy firm EIN2020-01-31481142797
2018 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$19,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$119,521
Total income from all sources (including contributions)2018-01-31$23,856,736
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$5,455,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$5,242,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$7,129,824
Value of total assets at end of year2018-01-31$101,969,986
Value of total assets at beginning of year2018-01-31$83,668,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$213,008
Total interest from all sources2018-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$206,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$206,119
Administrative expenses professional fees incurred2018-01-31$51,089
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Contributions received from participants2018-01-31$1,493,260
Participant contributions at end of year2018-01-31$113,093
Participant contributions at beginning of year2018-01-31$109,000
Income. Received or receivable in cash from other sources (including rollovers)2018-01-31$32,483
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-01-31$194,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$1,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$51,188
Other income not declared elsewhere2018-01-31$508
Administrative expenses (other) incurred2018-01-31$2,196
Liabilities. Value of operating payables at end of year2018-01-31$16,470
Liabilities. Value of operating payables at beginning of year2018-01-31$12,963
Total non interest bearing cash at end of year2018-01-31$17,352
Total non interest bearing cash at beginning of year2018-01-31$7,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$18,401,249
Value of net assets at end of year (total assets less liabilities)2018-01-31$101,950,173
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$83,548,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$85,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$20,845,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$17,505,526
Value of interest in pooled separate accounts at end of year2018-01-31$72,805,548
Value of interest in pooled separate accounts at beginning of year2018-01-31$57,520,218
Value of interest in common/collective trusts at end of year2018-01-31$7,687,521
Value of interest in common/collective trusts at beginning of year2018-01-31$8,029,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$3,357,314
Net investment gain/loss from pooled separate accounts2018-01-31$13,016,822
Net investment gain or loss from common/collective trusts2018-01-31$146,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$5,604,081
Employer contributions (assets) at end of year2018-01-31$501,385
Employer contributions (assets) at beginning of year2018-01-31$496,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$5,047,537
Contract administrator fees2018-01-31$73,942
Liabilities. Value of benefit claims payable at end of year2018-01-31$1,814
Liabilities. Value of benefit claims payable at beginning of year2018-01-31$55,370
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31Yes
Opinion of an independent qualified public accountant for this plan2018-01-31Disclaimer
Accountancy firm name2018-01-31MORROW & CO., LLC CPA'S
Accountancy firm EIN2018-01-31481142797
2017 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$119,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$85,033
Total income from all sources (including contributions)2017-01-31$17,331,914
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$5,790,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$5,675,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$6,340,066
Value of total assets at end of year2017-01-31$83,668,445
Value of total assets at beginning of year2017-01-31$72,092,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$114,513
Total interest from all sources2017-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$146,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$146,856
Administrative expenses professional fees incurred2017-01-31$27,630
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Contributions received from participants2017-01-31$1,280,409
Participant contributions at end of year2017-01-31$109,000
Participant contributions at beginning of year2017-01-31$93,291
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-01-31$267,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$51,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$954
Other income not declared elsewhere2017-01-31$2,508
Administrative expenses (other) incurred2017-01-31$19,418
Liabilities. Value of operating payables at end of year2017-01-31$12,963
Liabilities. Value of operating payables at beginning of year2017-01-31$11,819
Total non interest bearing cash at end of year2017-01-31$7,413
Total non interest bearing cash at beginning of year2017-01-31$9,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$11,541,436
Value of net assets at end of year (total assets less liabilities)2017-01-31$83,548,924
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$72,007,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$10,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$17,505,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$15,649,434
Value of interest in pooled separate accounts at end of year2017-01-31$57,520,218
Value of interest in pooled separate accounts at beginning of year2017-01-31$48,783,874
Value of interest in common/collective trusts at end of year2017-01-31$8,029,904
Value of interest in common/collective trusts at beginning of year2017-01-31$7,150,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$2,747,362
Net investment gain/loss from pooled separate accounts2017-01-31$8,005,138
Net investment gain or loss from common/collective trusts2017-01-31$89,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31Yes
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$5,059,657
Employer contributions (assets) at end of year2017-01-31$496,384
Employer contributions (assets) at beginning of year2017-01-31$405,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$5,408,047
Contract administrator fees2017-01-31$57,252
Liabilities. Value of benefit claims payable at end of year2017-01-31$55,370
Liabilities. Value of benefit claims payable at beginning of year2017-01-31$72,260
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31Yes
Opinion of an independent qualified public accountant for this plan2017-01-31Disclaimer
Accountancy firm name2017-01-31MORROW & CO., LLC CPA'S
Accountancy firm EIN2017-01-31481142797
2016 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$85,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$104,617
Total income from all sources (including contributions)2016-01-31$3,408,793
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$4,665,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$4,560,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$5,629,174
Value of total assets at end of year2016-01-31$72,092,521
Value of total assets at beginning of year2016-01-31$73,369,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$105,882
Total interest from all sources2016-01-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$125,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$125,038
Administrative expenses professional fees incurred2016-01-31$27,075
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Contributions received from participants2016-01-31$1,115,123
Participant contributions at end of year2016-01-31$93,291
Participant contributions at beginning of year2016-01-31$71,074
Income. Received or receivable in cash from other sources (including rollovers)2016-01-31$101
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-01-31$66,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$4,463
Other income not declared elsewhere2016-01-31$2,587
Administrative expenses (other) incurred2016-01-31$15,024
Liabilities. Value of operating payables at end of year2016-01-31$11,819
Liabilities. Value of operating payables at beginning of year2016-01-31$31,022
Total non interest bearing cash at end of year2016-01-31$9,962
Total non interest bearing cash at beginning of year2016-01-31$8,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-1,257,104
Value of net assets at end of year (total assets less liabilities)2016-01-31$72,007,488
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$73,264,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$5,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$15,649,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$16,481,198
Value of interest in pooled separate accounts at end of year2016-01-31$48,783,874
Value of interest in pooled separate accounts at beginning of year2016-01-31$49,583,503
Value of interest in common/collective trusts at end of year2016-01-31$7,150,178
Value of interest in common/collective trusts at beginning of year2016-01-31$6,759,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$109,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-1,019,981
Net investment gain/loss from pooled separate accounts2016-01-31$-1,344,302
Net investment gain or loss from common/collective trusts2016-01-31$16,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31Yes
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$4,513,950
Employer contributions (assets) at end of year2016-01-31$405,782
Employer contributions (assets) at beginning of year2016-01-31$355,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$4,493,845
Contract administrator fees2016-01-31$58,290
Liabilities. Value of benefit claims payable at end of year2016-01-31$72,260
Liabilities. Value of benefit claims payable at beginning of year2016-01-31$69,132
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31Yes
Opinion of an independent qualified public accountant for this plan2016-01-31Disclaimer
Accountancy firm name2016-01-31MORROW & CO., LLC CPA'S
Accountancy firm EIN2016-01-31481142797
2015 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$104,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$120,202
Total income from all sources (including contributions)2015-01-31$10,909,789
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$3,702,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$3,587,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$5,537,471
Value of total assets at end of year2015-01-31$73,369,209
Value of total assets at beginning of year2015-01-31$66,177,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$115,446
Total interest from all sources2015-01-31$1,917
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$1,221,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$1,221,570
Administrative expenses professional fees incurred2015-01-31$32,297
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Contributions received from participants2015-01-31$1,057,465
Participant contributions at end of year2015-01-31$71,074
Participant contributions at beginning of year2015-01-31$80,678
Income. Received or receivable in cash from other sources (including rollovers)2015-01-31$15,247
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-01-31$328,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-01-31$4,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-31$104,534
Other income not declared elsewhere2015-01-31$715
Administrative expenses (other) incurred2015-01-31$21,337
Liabilities. Value of operating payables at end of year2015-01-31$31,022
Liabilities. Value of operating payables at beginning of year2015-01-31$15,117
Total non interest bearing cash at end of year2015-01-31$8,761
Total non interest bearing cash at beginning of year2015-01-31$15,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$7,206,914
Value of net assets at end of year (total assets less liabilities)2015-01-31$73,264,592
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$66,057,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$9,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$16,481,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$15,296,024
Value of interest in pooled separate accounts at end of year2015-01-31$49,583,503
Value of interest in pooled separate accounts at beginning of year2015-01-31$43,669,566
Interest earned on other investments2015-01-31$1,917
Value of interest in common/collective trusts at end of year2015-01-31$6,759,417
Value of interest in common/collective trusts at beginning of year2015-01-31$6,402,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-31$109,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-31$272,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$-141,493
Net investment gain/loss from pooled separate accounts2015-01-31$4,206,214
Net investment gain or loss from common/collective trusts2015-01-31$83,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$4,464,759
Employer contributions (assets) at end of year2015-01-31$355,332
Employer contributions (assets) at beginning of year2015-01-31$440,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$3,258,997
Contract administrator fees2015-01-31$52,482
Liabilities. Value of benefit claims payable at end of year2015-01-31$69,132
Liabilities. Value of benefit claims payable at beginning of year2015-01-31$551
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31Yes
Opinion of an independent qualified public accountant for this plan2015-01-31Disclaimer
Accountancy firm name2015-01-31MORROW & CO., LLC CPA'S
Accountancy firm EIN2015-01-31481142797
2014 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$120,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$123,562
Total income from all sources (including contributions)2014-01-31$14,193,862
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$3,842,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$3,743,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$6,252,217
Value of total assets at end of year2014-01-31$66,177,880
Value of total assets at beginning of year2014-01-31$55,830,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$99,728
Total interest from all sources2014-01-31$9,003
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$103,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$103,576
Administrative expenses professional fees incurred2014-01-31$30,918
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Contributions received from participants2014-01-31$1,013,543
Participant contributions at end of year2014-01-31$80,678
Participant contributions at beginning of year2014-01-31$62,822
Income. Received or receivable in cash from other sources (including rollovers)2014-01-31$27,056
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-01-31$1,442,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$104,534
Other income not declared elsewhere2014-01-31$2,191
Administrative expenses (other) incurred2014-01-31$14,968
Liabilities. Value of operating payables at end of year2014-01-31$15,117
Liabilities. Value of operating payables at beginning of year2014-01-31$4,704
Total non interest bearing cash at end of year2014-01-31$15,664
Total non interest bearing cash at beginning of year2014-01-31$28,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$10,350,959
Value of net assets at end of year (total assets less liabilities)2014-01-31$66,057,678
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$55,706,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$9,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$15,296,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$11,183,113
Value of interest in pooled separate accounts at end of year2014-01-31$43,669,566
Value of interest in pooled separate accounts at beginning of year2014-01-31$37,450,163
Interest earned on other investments2014-01-31$9,003
Value of interest in common/collective trusts at end of year2014-01-31$6,402,283
Value of interest in common/collective trusts at beginning of year2014-01-31$6,172,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$272,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$734,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$2,112,323
Net investment gain/loss from pooled separate accounts2014-01-31$5,767,675
Net investment gain or loss from common/collective trusts2014-01-31$-53,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$5,211,618
Employer contributions (assets) at end of year2014-01-31$440,827
Employer contributions (assets) at beginning of year2014-01-31$199,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$2,300,364
Contract administrator fees2014-01-31$44,319
Liabilities. Value of benefit claims payable at end of year2014-01-31$551
Liabilities. Value of benefit claims payable at beginning of year2014-01-31$118,858
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31Yes
Opinion of an independent qualified public accountant for this plan2014-01-31Disclaimer
Accountancy firm name2014-01-31MORROW & CO. LLC CPA'S
Accountancy firm EIN2014-01-31481142797
2013 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$123,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$0
Total income from all sources (including contributions)2013-01-31$10,233,008
Total of all expenses incurred2013-01-31$3,337,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$3,229,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$4,268,127
Value of total assets at end of year2013-01-31$55,830,281
Value of total assets at beginning of year2013-01-31$48,811,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$108,705
Total interest from all sources2013-01-31$20,105
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$135,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$135,725
Administrative expenses professional fees incurred2013-01-31$36,579
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Contributions received from participants2013-01-31$1,027,060
Participant contributions at end of year2013-01-31$62,822
Participant contributions at beginning of year2013-01-31$51,373
Income. Received or receivable in cash from other sources (including rollovers)2013-01-31$13,009
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-01-31$42,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$0
Other income not declared elsewhere2013-01-31$117
Administrative expenses (other) incurred2013-01-31$17,947
Liabilities. Value of operating payables at end of year2013-01-31$4,704
Liabilities. Value of operating payables at beginning of year2013-01-31$0
Total non interest bearing cash at end of year2013-01-31$28,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$6,895,288
Value of net assets at end of year (total assets less liabilities)2013-01-31$55,706,719
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$48,811,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$7,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$11,183,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$9,228,596
Value of interest in pooled separate accounts at end of year2013-01-31$37,450,163
Value of interest in pooled separate accounts at beginning of year2013-01-31$31,980,033
Interest earned on other investments2013-01-31$20,105
Value of interest in common/collective trusts at end of year2013-01-31$6,172,474
Value of interest in common/collective trusts at beginning of year2013-01-31$5,475,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-01-31$734,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-01-31$1,890,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$1,080,710
Net investment gain/loss from pooled separate accounts2013-01-31$4,621,658
Net investment gain or loss from common/collective trusts2013-01-31$106,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31No
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$3,228,058
Employer contributions (assets) at end of year2013-01-31$199,304
Employer contributions (assets) at beginning of year2013-01-31$185,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$3,186,740
Contract administrator fees2013-01-31$47,131
Liabilities. Value of benefit claims payable at end of year2013-01-31$118,858
Liabilities. Value of benefit claims payable at beginning of year2013-01-31$0
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Liabilities. Value of acquisition indebtedness at end of year2013-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31Yes
Opinion of an independent qualified public accountant for this plan2013-01-31Disclaimer
Accountancy firm name2013-01-31MORROW & CO. LLC CPA'S
Accountancy firm EIN2013-01-31481142797
2012 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$0
Total unrealized appreciation/depreciation of assets2012-01-31$0
Total transfer of assets to this plan2012-01-31$0
Total transfer of assets from this plan2012-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$0
Total income from all sources (including contributions)2012-01-31$4,917,999
Total loss/gain on sale of assets2012-01-31$0
Total of all expenses incurred2012-01-31$3,383,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$3,281,918
Value of total corrective distributions2012-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$3,676,102
Value of total assets at end of year2012-01-31$48,811,431
Value of total assets at beginning of year2012-01-31$47,276,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$101,234
Total income from rents2012-01-31$0
Total interest from all sources2012-01-31$28,880
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$86,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$86,086
Administrative expenses professional fees incurred2012-01-31$17,872
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-01-31$0
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Amount of non-exempt transactions with any party-in-interest2012-01-31$0
Contributions received from participants2012-01-31$801,016
Participant contributions at end of year2012-01-31$51,373
Participant contributions at beginning of year2012-01-31$41,953
Income. Received or receivable in cash from other sources (including rollovers)2012-01-31$18,899
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-01-31$1,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$0
Other income not declared elsewhere2012-01-31$936
Administrative expenses (other) incurred2012-01-31$18,372
Liabilities. Value of operating payables at beginning of year2012-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$1,534,847
Value of net assets at end of year (total assets less liabilities)2012-01-31$48,811,431
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$47,276,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-01-31$0
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-01-31$0
Investment advisory and management fees2012-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$9,228,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$6,079,641
Value of interest in pooled separate accounts at end of year2012-01-31$31,980,033
Value of interest in pooled separate accounts at beginning of year2012-01-31$34,071,553
Income. Interest from loans (other than to participants)2012-01-31$0
Interest earned on other investments2012-01-31$28,880
Income. Interest from US Government securities2012-01-31$0
Income. Interest from corporate debt instruments2012-01-31$0
Value of interest in common/collective trusts at end of year2012-01-31$5,475,700
Value of interest in common/collective trusts at beginning of year2012-01-31$3,094,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-01-31$1,890,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-01-31$3,824,805
Expenses. Payments to insurance carriers foe the provision of benefits2012-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-16,254
Net investment gain/loss from pooled separate accounts2012-01-31$991,318
Net investment gain or loss from common/collective trusts2012-01-31$150,931
Net gain/loss from 103.12 investment entities2012-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31No
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$2,856,187
Employer contributions (assets) at end of year2012-01-31$185,160
Employer contributions (assets) at beginning of year2012-01-31$164,132
Income. Dividends from preferred stock2012-01-31$0
Income. Dividends from common stock2012-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$3,280,241
Contract administrator fees2012-01-31$64,990
Liabilities. Value of benefit claims payable at beginning of year2012-01-31$0
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$0
Aggregate carrying amount (costs) on sale of assets2012-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31Yes
Opinion of an independent qualified public accountant for this plan2012-01-31Disclaimer
Accountancy firm name2012-01-31PETERSON, PETERSON & GOSS, LC
Accountancy firm EIN2012-01-31480542098
2011 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-01-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$0
Total unrealized appreciation/depreciation of assets2011-01-31$0
Total transfer of assets to this plan2011-01-31$0
Total transfer of assets from this plan2011-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$0
Total income from all sources (including contributions)2011-01-31$10,360,120
Total loss/gain on sale of assets2011-01-31$0
Total of all expenses incurred2011-01-31$3,944,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$3,829,868
Value of total corrective distributions2011-01-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$2,871,060
Value of total assets at end of year2011-01-31$47,276,584
Value of total assets at beginning of year2011-01-31$40,861,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$114,906
Total income from rents2011-01-31$0
Total interest from all sources2011-01-31$55,074
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$68,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$68,220
Administrative expenses professional fees incurred2011-01-31$19,603
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$2,000,000
If this is an individual account plan, was there a blackout period2011-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-01-31$0
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Amount of non-exempt transactions with any party-in-interest2011-01-31$0
Contributions received from participants2011-01-31$626,439
Participant contributions at end of year2011-01-31$41,953
Participant contributions at beginning of year2011-01-31$39,758
Income. Received or receivable in cash from other sources (including rollovers)2011-01-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$0
Other income not declared elsewhere2011-01-31$-562
Administrative expenses (other) incurred2011-01-31$16,655
Liabilities. Value of operating payables at beginning of year2011-01-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$6,415,346
Value of net assets at end of year (total assets less liabilities)2011-01-31$47,276,584
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$40,861,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-01-31$0
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-01-31$0
Investment advisory and management fees2011-01-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$6,079,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$4,097,395
Value of interest in pooled separate accounts at end of year2011-01-31$34,071,553
Value of interest in pooled separate accounts at beginning of year2011-01-31$31,975,113
Income. Interest from loans (other than to participants)2011-01-31$0
Interest earned on other investments2011-01-31$55,074
Income. Interest from US Government securities2011-01-31$0
Income. Interest from corporate debt instruments2011-01-31$0
Value of interest in common/collective trusts at end of year2011-01-31$3,094,500
Value of interest in common/collective trusts at beginning of year2011-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-01-31$3,824,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-01-31$4,587,709
Expenses. Payments to insurance carriers foe the provision of benefits2011-01-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$918,347
Net investment gain/loss from pooled separate accounts2011-01-31$6,361,868
Net investment gain or loss from common/collective trusts2011-01-31$86,113
Net gain/loss from 103.12 investment entities2011-01-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31No
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$2,244,621
Employer contributions (assets) at end of year2011-01-31$164,132
Employer contributions (assets) at beginning of year2011-01-31$161,263
Income. Dividends from preferred stock2011-01-31$0
Income. Dividends from common stock2011-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$3,829,868
Contract administrator fees2011-01-31$78,648
Liabilities. Value of benefit claims payable at beginning of year2011-01-31$0
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$0
Aggregate carrying amount (costs) on sale of assets2011-01-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-01-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31Yes
Opinion of an independent qualified public accountant for this plan2011-01-31Disclaimer
Accountancy firm name2011-01-31PETERSON PETERSON & GOSS, LC
Accountancy firm EIN2011-01-31480542098
2010 : IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-01-31$0

Form 5500 Responses for IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN

2022: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-02-01Type of plan entityMulti-employer plan
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-02-01Type of plan entityMulti-employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-02-01Type of plan entityMulti-employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entityMulti-employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-02-01Type of plan entityMulti-employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-02-01Type of plan entityMulti-employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-02-01Type of plan entityMulti-employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-02-01Type of plan entityMulti-employer plan
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL UNION NO. 271 NECA 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-02-01Type of plan entityMulti-employer plan
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered800
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $12,275
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,275
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered787
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $69,821
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,821
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered777
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $57,185
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,185
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered770
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $53,478
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,478
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered758
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $49,036
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,036
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered748
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $42,150
Total amount of fees paid to insurance companyUSD $54,275
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,150
Amount paid for insurance broker fees54275
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameIMA WEATH INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered810
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $33,650
Total amount of fees paid to insurance companyUSD $31,440
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,650
Amount paid for insurance broker fees31440
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameTRUENORTH INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered800
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $30,652
Total amount of fees paid to insurance companyUSD $28,664
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,652
Amount paid for insurance broker fees28664
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameTRUENORTH INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered791
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $30,570
Total amount of fees paid to insurance companyUSD $37,884
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,570
Amount paid for insurance broker fees37884
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN.
Insurance broker organization code?3
Insurance broker nameTRUENORTH INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered776
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $21,690
Total amount of fees paid to insurance companyUSD $26,786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,463
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL PROFESSIONAL/REPRESENTATIVE
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered0
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $13,557
Total amount of fees paid to insurance companyUSD $26,268
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number387615
Policy instance 1
Insurance contract or identification number387615
Number of Individuals Covered707
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,075
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees21075
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMICHAEL G OBRYHIM

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