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NECA LOCAL UNION NO 313 IBEW PENSION PLAN 401k Plan overview

Plan NameNECA LOCAL UNION NO 313 IBEW PENSION PLAN
Plan identification number 001

NECA LOCAL UNION NO 313 IBEW PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BD OF TEES OF NECA LU NO 313 IBEW PEN PL has sponsored the creation of one or more 401k plans.

Company Name:BD OF TEES OF NECA LU NO 313 IBEW PEN PL
Employer identification number (EIN):516025969
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NECA LOCAL UNION NO 313 IBEW PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01JAMES R. MURRIAN
0012022-01-01
0012022-01-01JAMES R. MURRIAN
0012021-01-01
0012021-01-01JAMES R. MURRIAN
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES R. MURRIAN
0012016-01-01JAMES R. MURRIAN
0012016-01-01
0012015-01-01DOUGLAS DRUMMOND
0012014-01-01DOUGLAS DRUMMOND
0012013-01-01DOUGLAS DRUMMOND
0012012-01-01DOUGLAS DRUMMOND
0012011-01-01DOUGLAS DRUMMOND
0012009-01-01DOUGLAS DRUMMOND
0012009-01-01DOUGLAS DRUMMOND

Plan Statistics for NECA LOCAL UNION NO 313 IBEW PENSION PLAN

401k plan membership statisitcs for NECA LOCAL UNION NO 313 IBEW PENSION PLAN

Measure Date Value
2023: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,413
Total number of active participants reported on line 7a of the Form 55002023-01-01814
Number of retired or separated participants receiving benefits2023-01-01400
Number of other retired or separated participants entitled to future benefits2023-01-01126
Total of all active and inactive participants2023-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0191
Total participants2023-01-011,431
Number of employers contributing to the scheme2023-01-0141
2022: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2022 401k membership
Current value of assets2022-12-31231,997,274
Acturial value of assets for funding standard account2022-12-31210,727,888
Accrued liability for plan using immediate gains methods2022-12-31237,281,399
Accrued liability under unit credit cost method2022-12-31221,501,320
RPA 94 current liability2022-12-31441,755,168
Expected increase in current liability due to benefits accruing during the plan year2022-12-3110,826,139
Expected release from RPA 94 current liability for plan year2022-12-3114,803,021
Expected plan disbursements for the plan year2022-12-3115,153,831
Current value of assets2022-12-31231,997,274
Number of retired participants and beneficiaries receiving payment2022-12-31437
Current liability for retired participants and beneficiaries receiving payment2022-12-31196,471,752
Number of terminated vested participants2022-12-31137
Current liability for terminated vested participants2022-12-3122,729,824
Current liability for active participants non vested benefits2022-12-3143,144,035
Current liability for active participants vested benefits2022-12-31179,409,557
Total number of active articipats2022-12-31599
Current liability for active participants2022-12-31222,553,592
Total participant count with liabilities2022-12-311,173
Total current liabilitoes for participants with libailities2022-12-31441,755,168
Total employer contributions in plan year2022-12-318,983,687
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-312,477,841
Prior year credit balance2022-12-3135,563,525
Amortization credits as of valuation date2022-12-313,909,579
Total participants, beginning-of-year2022-01-011,386
Total number of active participants reported on line 7a of the Form 55002022-01-01815
Number of retired or separated participants receiving benefits2022-01-01384
Number of other retired or separated participants entitled to future benefits2022-01-01121
Total of all active and inactive participants2022-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0193
Total participants2022-01-011,413
Number of employers contributing to the scheme2022-01-0141
2021: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2021 401k membership
Current value of assets2021-12-31205,373,612
Acturial value of assets for funding standard account2021-12-31194,836,205
Accrued liability for plan using immediate gains methods2021-12-31232,617,272
Accrued liability under unit credit cost method2021-12-31217,241,147
RPA 94 current liability2021-12-31424,073,710
Expected increase in current liability due to benefits accruing during the plan year2021-12-319,989,719
Expected release from RPA 94 current liability for plan year2021-12-3114,494,981
Expected plan disbursements for the plan year2021-12-3114,837,234
Current value of assets2021-12-31205,373,612
Number of retired participants and beneficiaries receiving payment2021-12-31431
Current liability for retired participants and beneficiaries receiving payment2021-12-31193,045,339
Number of terminated vested participants2021-12-31148
Current liability for terminated vested participants2021-12-3123,315,117
Current liability for active participants non vested benefits2021-12-3140,404,460
Current liability for active participants vested benefits2021-12-31167,308,794
Total number of active articipats2021-12-31582
Current liability for active participants2021-12-31207,713,254
Total participant count with liabilities2021-12-311,161
Total current liabilitoes for participants with libailities2021-12-31424,073,710
Total employer contributions in plan year2021-12-3110,943,987
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-312,405,000
Prior year credit balance2021-12-3135,443,770
Amortization credits as of valuation date2021-12-313,365,926
Total participants, beginning-of-year2021-01-011,426
Total number of active participants reported on line 7a of the Form 55002021-01-01809
Number of retired or separated participants receiving benefits2021-01-01370
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0192
Total participants2021-01-011,386
Number of employers contributing to the scheme2021-01-0142
2020: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2020 401k membership
Current value of assets2020-12-31188,035,649
Acturial value of assets for funding standard account2020-12-31182,369,193
Accrued liability for plan using immediate gains methods2020-12-31209,200,184
Accrued liability under unit credit cost method2020-12-31195,167,231
RPA 94 current liability2020-12-31348,906,609
Expected increase in current liability due to benefits accruing during the plan year2020-12-317,945,342
Expected release from RPA 94 current liability for plan year2020-12-3112,749,294
Expected plan disbursements for the plan year2020-12-3113,091,547
Current value of assets2020-12-31188,035,649
Number of retired participants and beneficiaries receiving payment2020-12-31418
Current liability for retired participants and beneficiaries receiving payment2020-12-31157,610,509
Number of terminated vested participants2020-12-31143
Current liability for terminated vested participants2020-12-3120,004,186
Current liability for active participants non vested benefits2020-12-3134,538,952
Current liability for active participants vested benefits2020-12-31136,752,962
Total number of active articipats2020-12-31603
Current liability for active participants2020-12-31171,291,914
Total participant count with liabilities2020-12-311,164
Total current liabilitoes for participants with libailities2020-12-31348,906,609
Total employer contributions in plan year2020-12-319,062,973
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-312,274,119
Prior year credit balance2020-12-3135,425,527
Amortization credits as of valuation date2020-12-312,772,632
Total participants, beginning-of-year2020-01-011,453
Total number of active participants reported on line 7a of the Form 55002020-01-01750
Number of retired or separated participants receiving benefits2020-01-01383
Number of other retired or separated participants entitled to future benefits2020-01-01198
Total of all active and inactive participants2020-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0195
Total participants2020-01-011,426
Number of employers contributing to the scheme2020-01-0140
2019: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2019 401k membership
Current value of assets2019-12-31160,914,131
Acturial value of assets for funding standard account2019-12-31171,190,356
Accrued liability for plan using immediate gains methods2019-12-31205,207,798
Accrued liability under unit credit cost method2019-12-31179,561,003
RPA 94 current liability2019-12-31315,494,130
Expected increase in current liability due to benefits accruing during the plan year2019-12-317,736,624
Expected release from RPA 94 current liability for plan year2019-12-3112,465,597
Expected plan disbursements for the plan year2019-12-3112,828,593
Current value of assets2019-12-31160,914,131
Number of retired participants and beneficiaries receiving payment2019-12-31434
Current liability for retired participants and beneficiaries receiving payment2019-12-31146,292,329
Number of terminated vested participants2019-12-31129
Current liability for terminated vested participants2019-12-3115,447,142
Current liability for active participants non vested benefits2019-12-3131,798,727
Current liability for active participants vested benefits2019-12-31121,955,932
Total number of active articipats2019-12-31596
Current liability for active participants2019-12-31153,754,659
Total participant count with liabilities2019-12-311,159
Total current liabilitoes for participants with libailities2019-12-31315,494,130
Total employer contributions in plan year2019-12-3110,165,396
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-312,186,317
Prior year credit balance2019-12-3134,275,841
Amortization credits as of valuation date2019-12-312,627,386
Total participants, beginning-of-year2019-01-011,370
Total number of active participants reported on line 7a of the Form 55002019-01-01831
Number of retired or separated participants receiving benefits2019-01-01353
Number of other retired or separated participants entitled to future benefits2019-01-01179
Total of all active and inactive participants2019-01-011,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0190
Total participants2019-01-011,453
Number of employers contributing to the scheme2019-01-0160
2018: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2018 401k membership
Current value of assets2018-12-31169,185,506
Acturial value of assets for funding standard account2018-12-31165,408,192
Accrued liability for plan using immediate gains methods2018-12-31184,461,338
Accrued liability under unit credit cost method2018-12-31172,671,387
RPA 94 current liability2018-12-31316,899,382
Expected increase in current liability due to benefits accruing during the plan year2018-12-317,181,498
Expected release from RPA 94 current liability for plan year2018-12-3111,529,479
Expected plan disbursements for the plan year2018-12-3111,918,890
Current value of assets2018-12-31169,185,506
Number of retired participants and beneficiaries receiving payment2018-12-31436
Current liability for retired participants and beneficiaries receiving payment2018-12-31144,175,230
Number of terminated vested participants2018-12-31126
Current liability for terminated vested participants2018-12-3114,799,934
Current liability for active participants non vested benefits2018-12-3133,546,925
Current liability for active participants vested benefits2018-12-31124,377,293
Total number of active articipats2018-12-31588
Current liability for active participants2018-12-31157,924,218
Total participant count with liabilities2018-12-311,150
Total current liabilitoes for participants with libailities2018-12-31316,899,382
Total employer contributions in plan year2018-12-3110,363,324
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,955,934
Prior year credit balance2018-12-3131,811,945
Amortization credits as of valuation date2018-12-312,650,991
Total participants, beginning-of-year2018-01-011,339
Total number of active participants reported on line 7a of the Form 55002018-01-01821
Number of retired or separated participants receiving benefits2018-01-01347
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-011,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0194
Total participants2018-01-011,370
Number of employers contributing to the scheme2018-01-0161
2017: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2017 401k membership
Current value of assets2017-12-31150,619,655
Acturial value of assets for funding standard account2017-12-31155,738,636
Accrued liability for plan using immediate gains methods2017-12-31179,184,372
Accrued liability under unit credit cost method2017-12-31154,061,441
RPA 94 current liability2017-12-31266,919,204
Expected increase in current liability due to benefits accruing during the plan year2017-12-315,781,078
Expected release from RPA 94 current liability for plan year2017-12-3110,562,364
Expected plan disbursements for the plan year2017-12-3110,951,775
Current value of assets2017-12-31150,619,655
Number of retired participants and beneficiaries receiving payment2017-12-31436
Current liability for retired participants and beneficiaries receiving payment2017-12-31128,165,772
Number of terminated vested participants2017-12-31150
Current liability for terminated vested participants2017-12-3117,145,311
Current liability for active participants non vested benefits2017-12-3128,132,308
Current liability for active participants vested benefits2017-12-3193,475,813
Total number of active articipats2017-12-31553
Current liability for active participants2017-12-31121,608,121
Total participant count with liabilities2017-12-311,139
Total current liabilitoes for participants with libailities2017-12-31266,919,204
Total employer contributions in plan year2017-12-319,632,904
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,777,480
Prior year credit balance2017-12-3129,705,284
Amortization credits as of valuation date2017-12-312,574,270
Total participants, beginning-of-year2017-01-011,310
Total number of active participants reported on line 7a of the Form 55002017-01-01790
Number of retired or separated participants receiving benefits2017-01-01344
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0197
Total participants2017-01-011,339
Number of employers contributing to the scheme2017-01-0155
2016: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2016 401k membership
Current value of assets2016-12-31144,087,710
Acturial value of assets for funding standard account2016-12-31146,022,057
Accrued liability for plan using immediate gains methods2016-12-31160,165,427
Accrued liability under unit credit cost method2016-12-31144,077,861
RPA 94 current liability2016-12-31244,576,144
Expected increase in current liability due to benefits accruing during the plan year2016-12-315,813,657
Expected release from RPA 94 current liability for plan year2016-12-319,317,685
Expected plan disbursements for the plan year2016-12-319,707,096
Current value of assets2016-12-31144,087,710
Number of retired participants and beneficiaries receiving payment2016-12-31410
Current liability for retired participants and beneficiaries receiving payment2016-12-31111,975,463
Number of terminated vested participants2016-12-31118
Current liability for terminated vested participants2016-12-3111,916,003
Current liability for active participants non vested benefits2016-12-3128,831,468
Current liability for active participants vested benefits2016-12-3191,853,210
Total number of active articipats2016-12-31581
Current liability for active participants2016-12-31120,684,678
Total participant count with liabilities2016-12-311,109
Total current liabilitoes for participants with libailities2016-12-31244,576,144
Total employer contributions in plan year2016-12-317,689,080
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,769,069
Prior year credit balance2016-12-3128,816,704
Amortization credits as of valuation date2016-12-312,481,507
Total participants, beginning-of-year2016-01-011,281
Total number of active participants reported on line 7a of the Form 55002016-01-01772
Number of retired or separated participants receiving benefits2016-01-01349
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-011,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0194
Total participants2016-01-011,310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0191
Number of employers contributing to the scheme2016-01-0154
2015: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2015 401k membership
Current value of assets2015-12-31144,218,996
Acturial value of assets for funding standard account2015-12-31135,182,734
Accrued liability for plan using immediate gains methods2015-12-31156,034,732
Accrued liability under unit credit cost method2015-12-31139,770,271
RPA 94 current liability2015-12-31225,681,562
Expected increase in current liability due to benefits accruing during the plan year2015-12-315,721,224
Expected release from RPA 94 current liability for plan year2015-12-319,108,544
Expected plan disbursements for the plan year2015-12-319,440,842
Current value of assets2015-12-31144,218,996
Number of retired participants and beneficiaries receiving payment2015-12-31404
Current liability for retired participants and beneficiaries receiving payment2015-12-31105,602,052
Number of terminated vested participants2015-12-31118
Current liability for terminated vested participants2015-12-3111,282,415
Current liability for active participants non vested benefits2015-12-3127,938,549
Current liability for active participants vested benefits2015-12-3180,858,546
Total number of active articipats2015-12-31610
Current liability for active participants2015-12-31108,797,095
Total participant count with liabilities2015-12-311,132
Total current liabilitoes for participants with libailities2015-12-31225,681,562
Total employer contributions in plan year2015-12-318,539,696
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,747,247
Prior year credit balance2015-12-3127,257,308
Amortization credits as of valuation date2015-12-311,789,788
Total participants, beginning-of-year2015-01-011,255
Total number of active participants reported on line 7a of the Form 55002015-01-01767
Number of retired or separated participants receiving benefits2015-01-01339
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0187
Total participants2015-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0180
Number of employers contributing to the scheme2015-01-0152
2014: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2014 401k membership
Current value of assets2014-12-31137,114,171
Acturial value of assets for funding standard account2014-12-31124,771,595
Accrued liability for plan using immediate gains methods2014-12-31146,554,805
Accrued liability under unit credit cost method2014-12-31136,455,550
RPA 94 current liability2014-12-31217,747,570
Expected increase in current liability due to benefits accruing during the plan year2014-12-314,921,101
Expected release from RPA 94 current liability for plan year2014-12-318,819,002
Expected plan disbursements for the plan year2014-12-319,120,147
Current value of assets2014-12-31137,114,171
Number of retired participants and beneficiaries receiving payment2014-12-31394
Current liability for retired participants and beneficiaries receiving payment2014-12-31102,193,669
Number of terminated vested participants2014-12-31118
Current liability for terminated vested participants2014-12-3111,097,278
Current liability for active participants non vested benefits2014-12-3127,410,803
Current liability for active participants vested benefits2014-12-3177,045,820
Total number of active articipats2014-12-31606
Current liability for active participants2014-12-31104,456,623
Total participant count with liabilities2014-12-311,118
Total current liabilitoes for participants with libailities2014-12-31217,747,570
Total employer contributions in plan year2014-12-317,348,440
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,667,666
Prior year credit balance2014-12-3127,604,813
Amortization credits as of valuation date2014-12-311,426,432
Total participants, beginning-of-year2014-01-011,257
Total number of active participants reported on line 7a of the Form 55002014-01-01763
Number of retired or separated participants receiving benefits2014-01-01318
Number of other retired or separated participants entitled to future benefits2014-01-0189
Total of all active and inactive participants2014-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0185
Total participants2014-01-011,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01100
Number of employers contributing to the scheme2014-01-0151
2013: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2013 401k membership
Current value of assets2013-12-31113,356,817
Acturial value of assets for funding standard account2013-12-31112,750,249
Accrued liability for plan using immediate gains methods2013-12-31139,938,797
Accrued liability under unit credit cost method2013-12-31126,242,320
RPA 94 current liability2013-12-31201,967,267
Expected increase in current liability due to benefits accruing during the plan year2013-12-314,293,821
Expected release from RPA 94 current liability for plan year2013-12-318,333,669
Expected plan disbursements for the plan year2013-12-318,614,045
Current value of assets2013-12-31113,356,817
Number of retired participants and beneficiaries receiving payment2013-12-31396
Current liability for retired participants and beneficiaries receiving payment2013-12-31102,328,365
Number of terminated vested participants2013-12-31111
Current liability for terminated vested participants2013-12-3110,254,319
Current liability for active participants non vested benefits2013-12-3120,751,771
Current liability for active participants vested benefits2013-12-3168,632,812
Total number of active articipats2013-12-31580
Current liability for active participants2013-12-3189,384,583
Total participant count with liabilities2013-12-311,087
Total current liabilitoes for participants with libailities2013-12-31201,967,267
Total employer contributions in plan year2013-12-317,743,299
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,507,535
Prior year credit balance2013-12-3127,588,498
Amortization credits as of valuation date2013-12-311,132,839
Total participants, beginning-of-year2013-01-011,235
Total number of active participants reported on line 7a of the Form 55002013-01-01772
Number of retired or separated participants receiving benefits2013-01-01315
Number of other retired or separated participants entitled to future benefits2013-01-0190
Total of all active and inactive participants2013-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0180
Total participants2013-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0184
Number of employers contributing to the scheme2013-01-0145
2012: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,410
Total number of active participants reported on line 7a of the Form 55002012-01-01760
Number of retired or separated participants receiving benefits2012-01-01312
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0182
Total participants2012-01-011,235
Number of employers contributing to the scheme2012-01-0150
2011: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,384
Total number of active participants reported on line 7a of the Form 55002011-01-01956
Number of retired or separated participants receiving benefits2011-01-01307
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-011,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0178
Total participants2011-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0179
Number of employers contributing to the scheme2011-01-0153
2009: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,358
Total number of active participants reported on line 7a of the Form 55002009-01-01947
Number of retired or separated participants receiving benefits2009-01-01285
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0181
Total participants2009-01-011,366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01139
Number of employers contributing to the scheme2009-01-0170

Financial Data on NECA LOCAL UNION NO 313 IBEW PENSION PLAN

Measure Date Value
2023 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$14,200,675
Total unrealized appreciation/depreciation of assets2023-12-31$14,200,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$486,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$474,531
Total income from all sources (including contributions)2023-12-31$33,265,214
Total of all expenses incurred2023-12-31$17,762,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$16,437,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,223,422
Value of total assets at end of year2023-12-31$216,830,384
Value of total assets at beginning of year2023-12-31$201,315,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,325,474
Total interest from all sources2023-12-31$2,475,723
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,381,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,615,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,481,299
Other income not declared elsewhere2023-12-31$3,561
Administrative expenses (other) incurred2023-12-31$161,144
Liabilities. Value of operating payables at end of year2023-12-31$486,707
Liabilities. Value of operating payables at beginning of year2023-12-31$474,531
Total non interest bearing cash at end of year2023-12-31$2,328,586
Total non interest bearing cash at beginning of year2023-12-31$2,521,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$15,502,651
Value of net assets at end of year (total assets less liabilities)2023-12-31$216,343,677
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$200,841,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$12,961,295
Assets. partnership/joint venture interests at beginning of year2023-12-31$17,337,768
Investment advisory and management fees2023-12-31$980,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$89,295,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$31,167,535
Interest earned on other investments2023-12-31$2,475,723
Value of interest in common/collective trusts at end of year2023-12-31$10,884,593
Value of interest in common/collective trusts at beginning of year2023-12-31$13,864,604
Asset value of US Government securities at end of year2023-12-31$28,204,350
Asset value of US Government securities at beginning of year2023-12-31$27,436,603
Net investment gain or loss from common/collective trusts2023-12-31$2,980,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$10,223,422
Employer contributions (assets) at end of year2023-12-31$910,791
Employer contributions (assets) at beginning of year2023-12-31$777,400
Income. Dividends from common stock2023-12-31$3,381,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$16,437,089
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$14,646,949
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$14,774,027
Contract administrator fees2023-12-31$85,776
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$55,982,391
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$91,955,034
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2023-12-31232586736
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$14,200,675
Total unrealized appreciation/depreciation of assets2023-01-01$14,200,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$486,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$474,531
Total income from all sources (including contributions)2023-01-01$33,265,214
Total of all expenses incurred2023-01-01$17,762,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$16,437,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$10,223,422
Value of total assets at end of year2023-01-01$216,830,384
Value of total assets at beginning of year2023-01-01$201,315,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,325,474
Total interest from all sources2023-01-01$2,475,723
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$3,381,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,615,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$1,481,299
Other income not declared elsewhere2023-01-01$3,561
Administrative expenses (other) incurred2023-01-01$161,144
Liabilities. Value of operating payables at end of year2023-01-01$486,707
Liabilities. Value of operating payables at beginning of year2023-01-01$474,531
Total non interest bearing cash at end of year2023-01-01$2,328,586
Total non interest bearing cash at beginning of year2023-01-01$2,521,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$15,502,651
Value of net assets at end of year (total assets less liabilities)2023-01-01$216,343,677
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$200,841,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$12,961,295
Assets. partnership/joint venture interests at beginning of year2023-01-01$17,337,768
Investment advisory and management fees2023-01-01$980,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$89,295,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$31,167,535
Interest earned on other investments2023-01-01$2,475,723
Value of interest in common/collective trusts at end of year2023-01-01$10,884,593
Value of interest in common/collective trusts at beginning of year2023-01-01$13,864,604
Asset value of US Government securities at end of year2023-01-01$28,204,350
Asset value of US Government securities at beginning of year2023-01-01$27,436,603
Net investment gain or loss from common/collective trusts2023-01-01$2,980,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$10,223,422
Employer contributions (assets) at end of year2023-01-01$910,791
Employer contributions (assets) at beginning of year2023-01-01$777,400
Income. Dividends from common stock2023-01-01$3,381,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$16,437,089
Asset. Corporate debt instrument preferred debt at end of year2023-01-01$14,646,949
Asset. Corporate debt instrument preferred debt at beginning of year2023-01-01$14,774,027
Contract administrator fees2023-01-01$85,776
Assets. Corporate common stocks other than exployer securities at end of year2023-01-01$55,982,391
Assets. Corporate common stocks other than exployer securities at beginning of year2023-01-01$91,955,034
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2023-01-01232586736
2022 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-29,183,913
Total unrealized appreciation/depreciation of assets2022-12-31$-29,183,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$474,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$655,313
Total income from all sources (including contributions)2022-12-31$-15,179,827
Total of all expenses incurred2022-12-31$16,295,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,770,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,021,356
Value of total assets at end of year2022-12-31$201,315,557
Value of total assets at beginning of year2022-12-31$232,971,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,524,883
Total interest from all sources2022-12-31$1,778,758
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,862,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$193,576
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,481,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,331,075
Other income not declared elsewhere2022-12-31$3,752
Administrative expenses (other) incurred2022-12-31$83,926
Liabilities. Value of operating payables at end of year2022-12-31$474,531
Liabilities. Value of operating payables at beginning of year2022-12-31$655,313
Total non interest bearing cash at end of year2022-12-31$2,521,287
Total non interest bearing cash at beginning of year2022-12-31$3,792,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,475,050
Value of net assets at end of year (total assets less liabilities)2022-12-31$200,841,026
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$232,316,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$17,337,768
Assets. partnership/joint venture interests at beginning of year2022-12-31$65,477,767
Investment advisory and management fees2022-12-31$1,161,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,167,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$149,100,214
Interest earned on other investments2022-12-31$1,778,758
Value of interest in common/collective trusts at end of year2022-12-31$13,864,604
Value of interest in common/collective trusts at beginning of year2022-12-31$12,527,256
Asset value of US Government securities at end of year2022-12-31$27,436,603
Net investment gain or loss from common/collective trusts2022-12-31$1,337,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,021,356
Employer contributions (assets) at end of year2022-12-31$777,400
Employer contributions (assets) at beginning of year2022-12-31$742,881
Income. Dividends from common stock2022-12-31$1,862,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,770,340
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$14,774,027
Contract administrator fees2022-12-31$85,776
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$91,955,034
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2022-12-31232586736
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-29,183,913
Total unrealized appreciation/depreciation of assets2022-01-01$-29,183,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$474,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$655,313
Total income from all sources (including contributions)2022-01-01$-15,179,827
Total of all expenses incurred2022-01-01$16,295,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$14,770,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$9,021,356
Value of total assets at end of year2022-01-01$201,315,557
Value of total assets at beginning of year2022-01-01$232,971,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,524,883
Total interest from all sources2022-01-01$1,778,758
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,862,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$193,576
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$1,481,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,331,075
Other income not declared elsewhere2022-01-01$3,752
Administrative expenses (other) incurred2022-01-01$83,926
Liabilities. Value of operating payables at end of year2022-01-01$474,531
Liabilities. Value of operating payables at beginning of year2022-01-01$655,313
Total non interest bearing cash at end of year2022-01-01$2,521,287
Total non interest bearing cash at beginning of year2022-01-01$3,792,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-31,475,050
Value of net assets at end of year (total assets less liabilities)2022-01-01$200,841,026
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$232,316,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$17,337,768
Assets. partnership/joint venture interests at beginning of year2022-01-01$65,477,767
Investment advisory and management fees2022-01-01$1,161,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$31,167,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$149,100,214
Interest earned on other investments2022-01-01$1,778,758
Value of interest in common/collective trusts at end of year2022-01-01$13,864,604
Value of interest in common/collective trusts at beginning of year2022-01-01$12,527,256
Asset value of US Government securities at end of year2022-01-01$27,436,603
Net investment gain or loss from common/collective trusts2022-01-01$1,337,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$9,021,356
Employer contributions (assets) at end of year2022-01-01$777,400
Employer contributions (assets) at beginning of year2022-01-01$742,881
Income. Dividends from common stock2022-01-01$1,862,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$14,770,340
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$14,774,027
Contract administrator fees2022-01-01$85,776
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$91,955,034
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2022-01-01232586736
2021 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$25,901,836
Total unrealized appreciation/depreciation of assets2021-12-31$25,901,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$655,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,488,131
Total income from all sources (including contributions)2021-12-31$42,268,186
Total of all expenses incurred2021-12-31$15,325,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,922,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,954,935
Value of total assets at end of year2021-12-31$232,971,389
Value of total assets at beginning of year2021-12-31$206,861,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,403,446
Total interest from all sources2021-12-31$2,572,313
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,205,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,136
Administrative expenses professional fees incurred2021-12-31$166,355
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,631,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,331,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,275,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$351,282
Other income not declared elsewhere2021-12-31$3,041
Administrative expenses (other) incurred2021-12-31$301,448
Liabilities. Value of operating payables at end of year2021-12-31$655,313
Liabilities. Value of operating payables at beginning of year2021-12-31$1,136,849
Total non interest bearing cash at end of year2021-12-31$3,792,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$26,942,464
Value of net assets at end of year (total assets less liabilities)2021-12-31$232,316,076
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$205,373,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$65,477,767
Assets. partnership/joint venture interests at beginning of year2021-12-31$13,775,489
Investment advisory and management fees2021-12-31$857,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$149,100,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,208,267
Interest earned on other investments2021-12-31$1,317,268
Income. Interest from US Government securities2021-12-31$683,438
Income. Interest from corporate debt instruments2021-12-31$571,607
Value of interest in common/collective trusts at end of year2021-12-31$12,527,256
Value of interest in common/collective trusts at beginning of year2021-12-31$10,896,350
Asset value of US Government securities at beginning of year2021-12-31$34,374,627
Net investment gain or loss from common/collective trusts2021-12-31$1,630,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,954,935
Employer contributions (assets) at end of year2021-12-31$742,881
Employer contributions (assets) at beginning of year2021-12-31$1,038,844
Income. Dividends from common stock2021-12-31$1,200,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,922,276
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$10,673,631
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$8,917,207
Contract administrator fees2021-12-31$77,828
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$101,070,046
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2021-12-31232586736
2020 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$24,448,034
Total unrealized appreciation/depreciation of assets2020-12-31$24,448,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,142,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$345,628
Total income from all sources (including contributions)2020-12-31$31,431,450
Total loss/gain on sale of assets2020-12-31$-5,882,652
Total of all expenses incurred2020-12-31$14,093,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,896,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,062,973
Value of total assets at end of year2020-12-31$207,516,580
Value of total assets at beginning of year2020-12-31$188,381,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,197,042
Total interest from all sources2020-12-31$1,841,630
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,694,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,219
Administrative expenses professional fees incurred2020-12-31$145,986
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,631,738
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$93,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,262,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,298,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$897,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$67,533
Other income not declared elsewhere2020-12-31$7,913
Administrative expenses (other) incurred2020-12-31$68,066
Liabilities. Value of operating payables at end of year2020-12-31$1,245,504
Liabilities. Value of operating payables at beginning of year2020-12-31$278,095
Total non interest bearing cash at end of year2020-12-31$654,837
Total non interest bearing cash at beginning of year2020-12-31$542,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,337,963
Value of net assets at end of year (total assets less liabilities)2020-12-31$205,373,612
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$188,035,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$13,775,489
Assets. partnership/joint venture interests at beginning of year2020-12-31$10,870,201
Investment advisory and management fees2020-12-31$894,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,208,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,255,204
Interest earned on other investments2020-12-31$556,676
Income. Interest from US Government securities2020-12-31$720,051
Income. Interest from corporate debt instruments2020-12-31$564,903
Value of interest in common/collective trusts at end of year2020-12-31$10,896,350
Value of interest in common/collective trusts at beginning of year2020-12-31$10,636,924
Asset value of US Government securities at end of year2020-12-31$34,374,627
Asset value of US Government securities at beginning of year2020-12-31$35,966,221
Net investment gain or loss from common/collective trusts2020-12-31$259,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,062,973
Employer contributions (assets) at end of year2020-12-31$1,038,844
Employer contributions (assets) at beginning of year2020-12-31$992,911
Income. Dividends from common stock2020-12-31$1,685,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,896,445
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$10,673,631
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$9,536,271
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$8,917,207
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$7,567,586
Contract administrator fees2020-12-31$88,557
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$101,083,443
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$94,622,043
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$82,291,559
Aggregate carrying amount (costs) on sale of assets2020-12-31$88,174,211
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2020-12-31232586736
2019 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$23,324,637
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$23,324,637
Total unrealized appreciation/depreciation of assets2019-12-31$23,324,637
Total unrealized appreciation/depreciation of assets2019-12-31$23,324,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$345,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$345,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,172,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,172,217
Total income from all sources (including contributions)2019-12-31$40,347,943
Total income from all sources (including contributions)2019-12-31$40,347,943
Total loss/gain on sale of assets2019-12-31$2,889,360
Total loss/gain on sale of assets2019-12-31$2,889,360
Total of all expenses incurred2019-12-31$13,226,425
Total of all expenses incurred2019-12-31$13,226,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,999,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,999,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,165,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,165,396
Value of total assets at end of year2019-12-31$188,381,277
Value of total assets at end of year2019-12-31$188,381,277
Value of total assets at beginning of year2019-12-31$162,086,348
Value of total assets at beginning of year2019-12-31$162,086,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,226,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,226,573
Total interest from all sources2019-12-31$1,815,690
Total interest from all sources2019-12-31$1,815,690
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,722,792
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,722,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$38,114
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$38,114
Administrative expenses professional fees incurred2019-12-31$157,497
Administrative expenses professional fees incurred2019-12-31$157,497
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$93,713
Assets. Other investments not covered elsewhere at end of year2019-12-31$93,713
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$90,191
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$90,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,298,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,298,184
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,505,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,505,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$67,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$67,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$781,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$781,653
Other income not declared elsewhere2019-12-31$3,125
Other income not declared elsewhere2019-12-31$3,125
Administrative expenses (other) incurred2019-12-31$72,408
Administrative expenses (other) incurred2019-12-31$72,408
Liabilities. Value of operating payables at end of year2019-12-31$278,095
Liabilities. Value of operating payables at end of year2019-12-31$278,095
Liabilities. Value of operating payables at beginning of year2019-12-31$390,564
Liabilities. Value of operating payables at beginning of year2019-12-31$390,564
Total non interest bearing cash at end of year2019-12-31$542,019
Total non interest bearing cash at end of year2019-12-31$542,019
Total non interest bearing cash at beginning of year2019-12-31$1,593,218
Total non interest bearing cash at beginning of year2019-12-31$1,593,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,121,518
Value of net income/loss2019-12-31$27,121,518
Value of net assets at end of year (total assets less liabilities)2019-12-31$188,035,649
Value of net assets at end of year (total assets less liabilities)2019-12-31$188,035,649
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,914,131
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,914,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$10,870,201
Assets. partnership/joint venture interests at end of year2019-12-31$10,870,201
Assets. partnership/joint venture interests at beginning of year2019-12-31$8,525,547
Assets. partnership/joint venture interests at beginning of year2019-12-31$8,525,547
Investment advisory and management fees2019-12-31$918,122
Investment advisory and management fees2019-12-31$918,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,255,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,255,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,798,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,798,206
Interest earned on other investments2019-12-31$468,241
Interest earned on other investments2019-12-31$468,241
Income. Interest from US Government securities2019-12-31$757,521
Income. Interest from US Government securities2019-12-31$757,521
Income. Interest from corporate debt instruments2019-12-31$589,928
Income. Interest from corporate debt instruments2019-12-31$589,928
Value of interest in common/collective trusts at end of year2019-12-31$10,636,924
Value of interest in common/collective trusts at beginning of year2019-12-31$10,209,983
Value of interest in common/collective trusts at beginning of year2019-12-31$10,209,983
Asset value of US Government securities at end of year2019-12-31$35,966,221
Asset value of US Government securities at end of year2019-12-31$35,966,221
Asset value of US Government securities at beginning of year2019-12-31$31,684,295
Asset value of US Government securities at beginning of year2019-12-31$31,684,295
Net investment gain or loss from common/collective trusts2019-12-31$426,943
Net investment gain or loss from common/collective trusts2019-12-31$426,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,165,396
Contributions received in cash from employer2019-12-31$10,165,396
Employer contributions (assets) at end of year2019-12-31$992,911
Employer contributions (assets) at end of year2019-12-31$992,911
Employer contributions (assets) at beginning of year2019-12-31$1,084,778
Employer contributions (assets) at beginning of year2019-12-31$1,084,778
Income. Dividends from common stock2019-12-31$1,684,678
Income. Dividends from common stock2019-12-31$1,684,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,999,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,999,852
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$9,536,271
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$9,536,271
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$8,185,852
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$8,185,852
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,567,586
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$7,567,586
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,108,774
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,108,774
Contract administrator fees2019-12-31$78,546
Contract administrator fees2019-12-31$78,546
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$94,622,043
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$94,622,043
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$72,299,967
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$72,299,967
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$73,112,118
Aggregate proceeds on sale of assets2019-12-31$73,112,118
Aggregate carrying amount (costs) on sale of assets2019-12-31$70,222,758
Aggregate carrying amount (costs) on sale of assets2019-12-31$70,222,758
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm name2019-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2019-12-31232586736
Accountancy firm EIN2019-12-31232586736
2018 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,279,015
Total unrealized appreciation/depreciation of assets2018-12-31$-7,279,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,172,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,861,188
Total income from all sources (including contributions)2018-12-31$4,151,123
Total loss/gain on sale of assets2018-12-31$-2,886,118
Total of all expenses incurred2018-12-31$12,422,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,199,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,363,324
Value of total assets at end of year2018-12-31$162,086,348
Value of total assets at beginning of year2018-12-31$171,046,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,223,276
Total interest from all sources2018-12-31$1,623,181
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,600,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$80,148
Administrative expenses professional fees incurred2018-12-31$190,845
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$90,191
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,021,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,505,537
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,021,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$781,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,543,045
Other income not declared elsewhere2018-12-31$7,936
Administrative expenses (other) incurred2018-12-31$71,814
Liabilities. Value of operating payables at end of year2018-12-31$390,564
Liabilities. Value of operating payables at beginning of year2018-12-31$318,143
Total non interest bearing cash at end of year2018-12-31$1,593,218
Total non interest bearing cash at beginning of year2018-12-31$1,455,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,271,375
Value of net assets at end of year (total assets less liabilities)2018-12-31$160,914,131
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$169,185,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$8,525,547
Assets. partnership/joint venture interests at beginning of year2018-12-31$8,060,297
Investment advisory and management fees2018-12-31$885,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,798,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,203,778
Interest earned on other investments2018-12-31$438,536
Income. Interest from US Government securities2018-12-31$553,237
Income. Interest from corporate debt instruments2018-12-31$631,408
Value of interest in common/collective trusts at end of year2018-12-31$10,209,983
Value of interest in common/collective trusts at beginning of year2018-12-31$9,488,184
Asset value of US Government securities at end of year2018-12-31$31,684,295
Asset value of US Government securities at beginning of year2018-12-31$23,373,883
Net investment gain or loss from common/collective trusts2018-12-31$721,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,363,324
Employer contributions (assets) at end of year2018-12-31$1,084,778
Employer contributions (assets) at beginning of year2018-12-31$1,029,271
Income. Dividends from common stock2018-12-31$1,519,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,199,222
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$8,185,852
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$8,068,474
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,108,774
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$8,460,845
Contract administrator fees2018-12-31$75,351
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$72,299,967
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$88,864,576
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$98,842,875
Aggregate carrying amount (costs) on sale of assets2018-12-31$101,728,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2018-12-31232586736
2017 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$15,369,192
Total unrealized appreciation/depreciation of assets2017-12-31$15,369,192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,861,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$867,214
Total income from all sources (including contributions)2017-12-31$30,539,862
Total loss/gain on sale of assets2017-12-31$2,117,228
Total of all expenses incurred2017-12-31$11,974,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,690,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,632,904
Value of total assets at end of year2017-12-31$171,046,694
Value of total assets at beginning of year2017-12-31$151,486,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,283,418
Total interest from all sources2017-12-31$1,148,718
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,822,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$17,505
Administrative expenses professional fees incurred2017-12-31$185,049
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,021,196
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$84,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,021,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,661,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,543,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$537,778
Other income not declared elsewhere2017-12-31$4,905
Administrative expenses (other) incurred2017-12-31$88,471
Liabilities. Value of operating payables at end of year2017-12-31$318,143
Liabilities. Value of operating payables at beginning of year2017-12-31$329,436
Total non interest bearing cash at end of year2017-12-31$1,455,043
Total non interest bearing cash at beginning of year2017-12-31$750,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,565,851
Value of net assets at end of year (total assets less liabilities)2017-12-31$169,185,506
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$150,619,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$8,060,297
Assets. partnership/joint venture interests at beginning of year2017-12-31$6,297,913
Investment advisory and management fees2017-12-31$938,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,203,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,936,809
Interest earned on other investments2017-12-31$155,180
Income. Interest from US Government securities2017-12-31$422,784
Income. Interest from corporate debt instruments2017-12-31$570,754
Value of interest in common/collective trusts at end of year2017-12-31$9,488,184
Value of interest in common/collective trusts at beginning of year2017-12-31$9,043,432
Asset value of US Government securities at end of year2017-12-31$23,373,883
Asset value of US Government securities at beginning of year2017-12-31$23,212,511
Net investment gain or loss from common/collective trusts2017-12-31$444,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,632,904
Employer contributions (assets) at end of year2017-12-31$1,029,271
Employer contributions (assets) at beginning of year2017-12-31$1,047,705
Income. Dividends from common stock2017-12-31$1,804,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,690,593
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$8,068,474
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$6,486,317
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$8,460,845
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,277,995
Contract administrator fees2017-12-31$70,974
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$88,864,576
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$86,688,439
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$105,993,865
Aggregate carrying amount (costs) on sale of assets2017-12-31$103,876,637
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2017-12-31232586736
2016 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,031,823
Total unrealized appreciation/depreciation of assets2016-12-31$8,031,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$867,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$438,917
Total income from all sources (including contributions)2016-12-31$17,615,032
Total loss/gain on sale of assets2016-12-31$-1,596,215
Total of all expenses incurred2016-12-31$11,083,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,902,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,689,080
Value of total assets at end of year2016-12-31$151,486,869
Value of total assets at beginning of year2016-12-31$144,526,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,180,767
Total interest from all sources2016-12-31$1,144,546
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,864,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,515
Administrative expenses professional fees incurred2016-12-31$223,021
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$84,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,661,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,140,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$537,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$157,473
Other income not declared elsewhere2016-12-31$4,406
Administrative expenses (other) incurred2016-12-31$75,615
Liabilities. Value of operating payables at end of year2016-12-31$329,436
Liabilities. Value of operating payables at beginning of year2016-12-31$281,444
Total non interest bearing cash at end of year2016-12-31$750,504
Total non interest bearing cash at beginning of year2016-12-31$865,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,531,945
Value of net assets at end of year (total assets less liabilities)2016-12-31$150,619,655
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$144,087,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$6,297,913
Assets. partnership/joint venture interests at beginning of year2016-12-31$6,531,720
Investment advisory and management fees2016-12-31$816,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,936,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,834,661
Interest earned on other investments2016-12-31$124,144
Income. Interest from US Government securities2016-12-31$445,430
Income. Interest from corporate debt instruments2016-12-31$574,972
Value of interest in common/collective trusts at end of year2016-12-31$9,043,432
Value of interest in common/collective trusts at beginning of year2016-12-31$8,567,008
Asset value of US Government securities at end of year2016-12-31$23,212,511
Asset value of US Government securities at beginning of year2016-12-31$21,842,495
Net investment gain or loss from common/collective trusts2016-12-31$476,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,689,080
Employer contributions (assets) at end of year2016-12-31$1,047,705
Employer contributions (assets) at beginning of year2016-12-31$743,578
Income. Dividends from common stock2016-12-31$1,859,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,902,320
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$6,486,317
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$7,725,422
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,277,995
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,283,578
Contract administrator fees2016-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$86,688,439
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$85,991,828
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$135,426,326
Aggregate carrying amount (costs) on sale of assets2016-12-31$137,022,541
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2016-12-31232586736
2015 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$842,881
Total unrealized appreciation/depreciation of assets2015-12-31$842,881
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$438,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$786,807
Total income from all sources (including contributions)2015-12-31$10,810,328
Total loss/gain on sale of assets2015-12-31$-2,669,774
Total of all expenses incurred2015-12-31$10,941,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,733,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,539,696
Value of total assets at end of year2015-12-31$144,526,627
Value of total assets at beginning of year2015-12-31$145,005,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,208,041
Total interest from all sources2015-12-31$1,116,666
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,640,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$433
Administrative expenses professional fees incurred2015-12-31$247,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,140,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,135,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$157,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$494,992
Other income not declared elsewhere2015-12-31$3,532
Administrative expenses (other) incurred2015-12-31$92,433
Liabilities. Value of operating payables at end of year2015-12-31$281,444
Liabilities. Value of operating payables at beginning of year2015-12-31$291,815
Total non interest bearing cash at end of year2015-12-31$865,645
Total non interest bearing cash at beginning of year2015-12-31$1,084,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-131,286
Value of net assets at end of year (total assets less liabilities)2015-12-31$144,087,710
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$144,218,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$6,531,720
Assets. partnership/joint venture interests at beginning of year2015-12-31$6,404,533
Investment advisory and management fees2015-12-31$802,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,834,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,165,385
Interest earned on other investments2015-12-31$113,537
Income. Interest from US Government securities2015-12-31$483,975
Income. Interest from corporate debt instruments2015-12-31$519,154
Value of interest in common/collective trusts at end of year2015-12-31$8,567,008
Value of interest in common/collective trusts at beginning of year2015-12-31$10,029,723
Asset value of US Government securities at end of year2015-12-31$21,842,495
Asset value of US Government securities at beginning of year2015-12-31$17,707,213
Net investment gain or loss from common/collective trusts2015-12-31$1,337,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,539,696
Employer contributions (assets) at end of year2015-12-31$743,578
Employer contributions (assets) at beginning of year2015-12-31$650,071
Income. Dividends from common stock2015-12-31$1,639,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,733,573
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$7,725,422
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$7,791,355
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,283,578
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$4,578,571
Contract administrator fees2015-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$85,991,828
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$88,458,991
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$110,296,730
Aggregate carrying amount (costs) on sale of assets2015-12-31$112,966,504
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2015-12-31232586736
2014 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$7,658,241
Total unrealized appreciation/depreciation of assets2014-12-31$7,658,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$786,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$738,316
Total income from all sources (including contributions)2014-12-31$17,387,908
Total loss/gain on sale of assets2014-12-31$-1,169,863
Total of all expenses incurred2014-12-31$10,283,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,152,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,348,440
Value of total assets at end of year2014-12-31$145,005,803
Value of total assets at beginning of year2014-12-31$137,852,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,130,127
Total interest from all sources2014-12-31$989,243
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,365,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$257
Administrative expenses professional fees incurred2014-12-31$202,961
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,135,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,152,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$494,992
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$407,728
Other income not declared elsewhere2014-12-31$2,515
Administrative expenses (other) incurred2014-12-31$52,886
Liabilities. Value of operating payables at end of year2014-12-31$291,815
Liabilities. Value of operating payables at beginning of year2014-12-31$330,588
Total non interest bearing cash at end of year2014-12-31$1,084,055
Total non interest bearing cash at beginning of year2014-12-31$507,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,104,825
Value of net assets at end of year (total assets less liabilities)2014-12-31$144,218,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$137,114,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$6,404,533
Assets. partnership/joint venture interests at beginning of year2014-12-31$6,031,418
Investment advisory and management fees2014-12-31$808,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,165,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,403,643
Interest earned on other investments2014-12-31$158,524
Income. Interest from US Government securities2014-12-31$391,667
Income. Interest from corporate debt instruments2014-12-31$439,052
Value of interest in common/collective trusts at end of year2014-12-31$10,029,723
Value of interest in common/collective trusts at beginning of year2014-12-31$15,508,653
Asset value of US Government securities at end of year2014-12-31$17,707,213
Asset value of US Government securities at beginning of year2014-12-31$11,682,106
Net investment gain or loss from common/collective trusts2014-12-31$1,193,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,348,440
Employer contributions (assets) at end of year2014-12-31$650,071
Employer contributions (assets) at beginning of year2014-12-31$727,138
Income. Dividends from common stock2014-12-31$1,365,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,152,956
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$7,791,355
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$4,419,102
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$4,578,571
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$3,035,823
Contract administrator fees2014-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$88,458,991
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$86,384,231
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$129,164,979
Aggregate carrying amount (costs) on sale of assets2014-12-31$130,334,842
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2014-12-31232586736
2013 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$18,944,565
Total unrealized appreciation/depreciation of assets2013-12-31$18,944,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$738,316
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$317,799
Total income from all sources (including contributions)2013-12-31$33,284,107
Total loss/gain on sale of assets2013-12-31$3,650,397
Total of all expenses incurred2013-12-31$9,526,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,391,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,743,299
Value of total assets at end of year2013-12-31$137,852,487
Value of total assets at beginning of year2013-12-31$113,674,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,134,978
Total interest from all sources2013-12-31$715,906
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,197,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$256
Administrative expenses professional fees incurred2013-12-31$213,985
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,152,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$870,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$407,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$61,083
Other income not declared elsewhere2013-12-31$2,179
Administrative expenses (other) incurred2013-12-31$44,829
Liabilities. Value of operating payables at end of year2013-12-31$330,588
Liabilities. Value of operating payables at beginning of year2013-12-31$256,716
Total non interest bearing cash at end of year2013-12-31$507,434
Total non interest bearing cash at beginning of year2013-12-31$243,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,757,354
Value of net assets at end of year (total assets less liabilities)2013-12-31$137,114,171
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$113,356,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$6,031,418
Assets. partnership/joint venture interests at beginning of year2013-12-31$5,231,754
Investment advisory and management fees2013-12-31$810,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,403,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,502,328
Interest earned on other investments2013-12-31$54,834
Income. Interest from US Government securities2013-12-31$285,948
Income. Interest from corporate debt instruments2013-12-31$375,124
Value of interest in common/collective trusts at end of year2013-12-31$15,508,653
Value of interest in common/collective trusts at beginning of year2013-12-31$18,508,899
Asset value of US Government securities at end of year2013-12-31$11,682,106
Asset value of US Government securities at beginning of year2013-12-31$11,783,765
Net investment gain or loss from common/collective trusts2013-12-31$1,029,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,743,299
Employer contributions (assets) at end of year2013-12-31$727,138
Employer contributions (assets) at beginning of year2013-12-31$855,046
Income. Dividends from common stock2013-12-31$1,197,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,391,775
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$4,419,102
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$5,934,198
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$3,035,823
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,299,097
Contract administrator fees2013-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$86,384,231
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$64,445,139
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$82,277,516
Aggregate carrying amount (costs) on sale of assets2013-12-31$78,627,119
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2013-12-31232586736
2012 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,429,067
Total unrealized appreciation/depreciation of assets2012-12-31$7,429,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$317,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,084,111
Total income from all sources (including contributions)2012-12-31$17,179,897
Total loss/gain on sale of assets2012-12-31$-718,216
Total of all expenses incurred2012-12-31$8,776,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,804,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,782,965
Value of total assets at end of year2012-12-31$113,674,616
Value of total assets at beginning of year2012-12-31$106,037,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$971,206
Total interest from all sources2012-12-31$862,123
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,119,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$92
Administrative expenses professional fees incurred2012-12-31$162,430
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$870,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,227,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$61,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$825,070
Other income not declared elsewhere2012-12-31$3,102
Administrative expenses (other) incurred2012-12-31$36,061
Liabilities. Value of operating payables at end of year2012-12-31$256,716
Liabilities. Value of operating payables at beginning of year2012-12-31$259,041
Total non interest bearing cash at end of year2012-12-31$243,630
Total non interest bearing cash at beginning of year2012-12-31$493,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,403,857
Value of net assets at end of year (total assets less liabilities)2012-12-31$113,356,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$104,952,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$5,231,754
Assets. partnership/joint venture interests at beginning of year2012-12-31$4,738,131
Investment advisory and management fees2012-12-31$706,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,502,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$608,955
Interest earned on other investments2012-12-31$13,636
Income. Interest from US Government securities2012-12-31$416,741
Income. Interest from corporate debt instruments2012-12-31$431,746
Value of interest in common/collective trusts at end of year2012-12-31$18,508,899
Value of interest in common/collective trusts at beginning of year2012-12-31$16,807,425
Asset value of US Government securities at end of year2012-12-31$11,783,765
Asset value of US Government securities at beginning of year2012-12-31$17,104,105
Net investment gain or loss from common/collective trusts2012-12-31$1,701,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,782,965
Employer contributions (assets) at end of year2012-12-31$855,046
Employer contributions (assets) at beginning of year2012-12-31$752,541
Income. Dividends from common stock2012-12-31$1,119,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,804,834
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$5,934,198
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$5,310,207
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,299,097
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,363,133
Contract administrator fees2012-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$64,445,139
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$56,631,895
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$62,850,062
Aggregate carrying amount (costs) on sale of assets2012-12-31$63,568,278
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2012-12-31232586736
2011 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,265,966
Total unrealized appreciation/depreciation of assets2011-12-31$1,265,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,084,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,094,109
Total income from all sources (including contributions)2011-12-31$11,101,222
Total loss/gain on sale of assets2011-12-31$-1,223,963
Total of all expenses incurred2011-12-31$8,444,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,550,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,954,839
Value of total assets at end of year2011-12-31$106,037,071
Value of total assets at beginning of year2011-12-31$103,390,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$894,452
Total interest from all sources2011-12-31$971,378
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$906,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$171,794
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,227,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$862,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$825,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$814,282
Other income not declared elsewhere2011-12-31$2,237
Administrative expenses (other) incurred2011-12-31$281,738
Liabilities. Value of operating payables at end of year2011-12-31$259,041
Liabilities. Value of operating payables at beginning of year2011-12-31$279,827
Total non interest bearing cash at end of year2011-12-31$493,228
Total non interest bearing cash at beginning of year2011-12-31$467,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,656,633
Value of net assets at end of year (total assets less liabilities)2011-12-31$104,952,960
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$102,296,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$4,738,131
Assets. partnership/joint venture interests at beginning of year2011-12-31$4,756,907
Investment advisory and management fees2011-12-31$612,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$608,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,229,671
Interest earned on other investments2011-12-31$167,678
Income. Interest from US Government securities2011-12-31$393,160
Income. Interest from corporate debt instruments2011-12-31$410,332
Value of interest in common/collective trusts at end of year2011-12-31$16,807,425
Value of interest in common/collective trusts at beginning of year2011-12-31$15,483,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$208
Asset value of US Government securities at end of year2011-12-31$17,104,105
Asset value of US Government securities at beginning of year2011-12-31$10,360,397
Net investment gain or loss from common/collective trusts2011-12-31$1,324,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,954,839
Employer contributions (assets) at end of year2011-12-31$752,541
Employer contributions (assets) at beginning of year2011-12-31$651,842
Income. Dividends from common stock2011-12-31$906,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,550,137
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$5,310,207
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$4,917,150
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,363,133
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$3,172,333
Contract administrator fees2011-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$56,631,895
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$60,489,492
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$57,069,018
Aggregate carrying amount (costs) on sale of assets2011-12-31$58,292,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2011-12-31232586736
2010 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$9,306,851
Total unrealized appreciation/depreciation of assets2010-12-31$9,306,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,094,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$472,625
Total income from all sources (including contributions)2010-12-31$18,424,765
Total loss/gain on sale of assets2010-12-31$113,358
Total of all expenses incurred2010-12-31$8,155,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,300,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,349,273
Value of total assets at end of year2010-12-31$103,390,436
Value of total assets at beginning of year2010-12-31$92,499,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$855,145
Total interest from all sources2010-12-31$1,162,421
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$842,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$185,762
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$862,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,073,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$814,282
Other income not declared elsewhere2010-12-31$6,147
Administrative expenses (other) incurred2010-12-31$120,572
Liabilities. Value of operating payables at end of year2010-12-31$279,827
Liabilities. Value of operating payables at beginning of year2010-12-31$184,950
Total non interest bearing cash at end of year2010-12-31$467,038
Total non interest bearing cash at beginning of year2010-12-31$191,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,269,139
Value of net assets at end of year (total assets less liabilities)2010-12-31$102,296,327
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$92,027,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$4,756,907
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,398,128
Investment advisory and management fees2010-12-31$482,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,229,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,754,649
Interest earned on other investments2010-12-31$239,073
Income. Interest from US Government securities2010-12-31$421,921
Income. Interest from corporate debt instruments2010-12-31$501,051
Value of interest in common/collective trusts at end of year2010-12-31$15,483,418
Value of interest in common/collective trusts at beginning of year2010-12-31$11,838,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$376
Asset value of US Government securities at end of year2010-12-31$10,360,397
Asset value of US Government securities at beginning of year2010-12-31$9,652,297
Net investment gain or loss from common/collective trusts2010-12-31$1,644,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,349,273
Employer contributions (assets) at end of year2010-12-31$651,842
Employer contributions (assets) at beginning of year2010-12-31$451,098
Income. Dividends from common stock2010-12-31$842,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,300,481
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$4,917,150
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$6,400,738
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$3,172,333
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,957,759
Contract administrator fees2010-12-31$66,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$60,489,492
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$52,781,289
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$55,796,955
Aggregate carrying amount (costs) on sale of assets2010-12-31$55,683,597
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$287,675
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2010-12-31232586736
2009 : NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NECA LOCAL UNION NO 313 IBEW PENSION PLAN

2023: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NECA LOCAL UNION NO 313 IBEW PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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