IBEW LU 363 PENSION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: IBEW LOCAL UNION 363 PENSION 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 147,271,567 |
| Acturial value of assets for funding standard account | 2022-12-31 | 135,571,747 |
| Accrued liability for plan using immediate gains methods | 2022-12-31 | 160,869,442 |
| Accrued liability under unit credit cost method | 2022-12-31 | 160,869,442 |
| RPA 94 current liability | 2022-12-31 | 305,558,932 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 6,102,901 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 10,583,071 |
| Expected plan disbursements for the plan year | 2022-12-31 | 10,992,071 |
| Current value of assets | 2022-12-31 | 147,271,567 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 616 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 126,547,313 |
| Number of terminated vested participants | 2022-12-31 | 271 |
| Current liability for terminated vested participants | 2022-12-31 | 42,222,822 |
| Current liability for active participants non vested benefits | 2022-12-31 | 7,118,109 |
| Current liability for active participants vested benefits | 2022-12-31 | 129,670,688 |
| Total number of active articipats | 2022-12-31 | 763 |
| Current liability for active participants | 2022-12-31 | 136,788,797 |
| Total participant count with liabilities | 2022-12-31 | 1,650 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 305,558,932 |
| Total employer contributions in plan year | 2022-12-31 | 10,774,929 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 2,507,442 |
| Prior year credit balance | 2022-12-31 | 29,105,561 |
| Amortization credits as of valuation date | 2022-12-31 | 2,530,006 |
| Total participants, beginning-of-year | 2022-01-01 | 1,593 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 720 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 491 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 269 |
| Total of all active and inactive participants | 2022-01-01 | 1,480 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 127 |
| Total participants | 2022-01-01 | 1,607 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
| Number of employers contributing to the scheme | 2022-01-01 | 107 |
| 2021: IBEW LOCAL UNION 363 PENSION 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 132,778,983 |
| Acturial value of assets for funding standard account | 2021-12-31 | 123,359,771 |
| Accrued liability for plan using immediate gains methods | 2021-12-31 | 158,290,945 |
| Accrued liability under unit credit cost method | 2021-12-31 | 158,290,945 |
| RPA 94 current liability | 2021-12-31 | 294,113,005 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 5,970,688 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 10,250,202 |
| Expected plan disbursements for the plan year | 2021-12-31 | 10,631,202 |
| Current value of assets | 2021-12-31 | 132,778,983 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 615 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 124,939,869 |
| Number of terminated vested participants | 2021-12-31 | 280 |
| Current liability for terminated vested participants | 2021-12-31 | 42,101,958 |
| Current liability for active participants non vested benefits | 2021-12-31 | 7,443,620 |
| Current liability for active participants vested benefits | 2021-12-31 | 119,627,558 |
| Total number of active articipats | 2021-12-31 | 746 |
| Current liability for active participants | 2021-12-31 | 127,071,178 |
| Total participant count with liabilities | 2021-12-31 | 1,641 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 294,113,005 |
| Total employer contributions in plan year | 2021-12-31 | 9,733,880 |
| Prior year funding deficiency | 2021-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 2,555,796 |
| Prior year credit balance | 2021-12-31 | 30,673,359 |
| Amortization credits as of valuation date | 2021-12-31 | 2,476,473 |
| Total participants, beginning-of-year | 2021-01-01 | 1,595 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 724 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 483 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 267 |
| Total of all active and inactive participants | 2021-01-01 | 1,474 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 119 |
| Total participants | 2021-01-01 | 1,593 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
| Number of employers contributing to the scheme | 2021-01-01 | 104 |
| 2020: IBEW LOCAL UNION 363 PENSION 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 116,628,251 |
| Acturial value of assets for funding standard account | 2020-12-31 | 114,758,978 |
| Accrued liability for plan using immediate gains methods | 2020-12-31 | 154,052,659 |
| Accrued liability under unit credit cost method | 2020-12-31 | 154,052,659 |
| RPA 94 current liability | 2020-12-31 | 274,317,561 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 5,092,257 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 10,253,384 |
| Expected plan disbursements for the plan year | 2020-12-31 | 10,624,384 |
| Current value of assets | 2020-12-31 | 116,628,251 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 625 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 123,455,209 |
| Number of terminated vested participants | 2020-12-31 | 285 |
| Current liability for terminated vested participants | 2020-12-31 | 38,453,520 |
| Current liability for active participants non vested benefits | 2020-12-31 | 5,604,935 |
| Current liability for active participants vested benefits | 2020-12-31 | 106,803,897 |
| Total number of active articipats | 2020-12-31 | 745 |
| Current liability for active participants | 2020-12-31 | 112,408,832 |
| Total participant count with liabilities | 2020-12-31 | 1,655 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 274,317,561 |
| Total employer contributions in plan year | 2020-12-31 | 8,790,333 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 2,352,117 |
| Prior year credit balance | 2020-12-31 | 33,039,626 |
| Amortization credits as of valuation date | 2020-12-31 | 2,166,597 |
| Total participants, beginning-of-year | 2020-01-01 | 1,587 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 718 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 494 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 275 |
| Total of all active and inactive participants | 2020-01-01 | 1,487 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 108 |
| Total participants | 2020-01-01 | 1,595 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
| Number of employers contributing to the scheme | 2020-01-01 | 100 |
| 2019: IBEW LOCAL UNION 363 PENSION 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 98,794,783 |
| Acturial value of assets for funding standard account | 2019-12-31 | 108,973,157 |
| Accrued liability for plan using immediate gains methods | 2019-12-31 | 151,565,606 |
| Accrued liability under unit credit cost method | 2019-12-31 | 151,565,606 |
| RPA 94 current liability | 2019-12-31 | 267,366,942 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 4,799,763 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 10,006,733 |
| Expected plan disbursements for the plan year | 2019-12-31 | 10,370,733 |
| Current value of assets | 2019-12-31 | 98,794,783 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 620 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 121,468,895 |
| Number of terminated vested participants | 2019-12-31 | 290 |
| Current liability for terminated vested participants | 2019-12-31 | 37,453,840 |
| Current liability for active participants non vested benefits | 2019-12-31 | 5,316,315 |
| Current liability for active participants vested benefits | 2019-12-31 | 103,127,892 |
| Total number of active articipats | 2019-12-31 | 720 |
| Current liability for active participants | 2019-12-31 | 108,444,207 |
| Total participant count with liabilities | 2019-12-31 | 1,630 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 267,366,942 |
| Total employer contributions in plan year | 2019-12-31 | 10,628,099 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 2,286,032 |
| Prior year credit balance | 2019-12-31 | 32,933,971 |
| Amortization credits as of valuation date | 2019-12-31 | 2,384,355 |
| Total participants, beginning-of-year | 2019-01-01 | 1,554 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 696 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 498 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 280 |
| Total of all active and inactive participants | 2019-01-01 | 1,474 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 113 |
| Total participants | 2019-01-01 | 1,587 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
| Number of employers contributing to the scheme | 2019-01-01 | 110 |
| 2018: IBEW LOCAL UNION 363 PENSION 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 104,778,672 |
| Acturial value of assets for funding standard account | 2018-12-31 | 106,630,782 |
| Accrued liability for plan using immediate gains methods | 2018-12-31 | 143,797,167 |
| Accrued liability under unit credit cost method | 2018-12-31 | 143,797,167 |
| RPA 94 current liability | 2018-12-31 | 259,360,099 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 4,580,287 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 9,789,223 |
| Expected plan disbursements for the plan year | 2018-12-31 | 10,164,223 |
| Current value of assets | 2018-12-31 | 104,778,672 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 613 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 114,519,602 |
| Number of terminated vested participants | 2018-12-31 | 290 |
| Current liability for terminated vested participants | 2018-12-31 | 36,102,044 |
| Current liability for active participants non vested benefits | 2018-12-31 | 5,358,989 |
| Current liability for active participants vested benefits | 2018-12-31 | 103,379,464 |
| Total number of active articipats | 2018-12-31 | 676 |
| Current liability for active participants | 2018-12-31 | 108,738,453 |
| Total participant count with liabilities | 2018-12-31 | 1,579 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 259,360,099 |
| Total employer contributions in plan year | 2018-12-31 | 8,659,575 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 2,152,478 |
| Prior year credit balance | 2018-12-31 | 30,127,869 |
| Amortization credits as of valuation date | 2018-12-31 | 5,924,676 |
| Total participants, beginning-of-year | 2018-01-01 | 1,542 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 662 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 499 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 285 |
| Total of all active and inactive participants | 2018-01-01 | 1,446 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 108 |
| Total participants | 2018-01-01 | 1,554 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
| Number of employers contributing to the scheme | 2018-01-01 | 107 |
| 2017: IBEW LOCAL UNION 363 PENSION 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 93,831,862 |
| Acturial value of assets for funding standard account | 2017-12-31 | 104,021,888 |
| Accrued liability for plan using immediate gains methods | 2017-12-31 | 141,468,096 |
| Accrued liability under unit credit cost method | 2017-12-31 | 141,468,096 |
| RPA 94 current liability | 2017-12-31 | 254,348,187 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 4,166,209 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 9,650,697 |
| Expected plan disbursements for the plan year | 2017-12-31 | 10,049,697 |
| Current value of assets | 2017-12-31 | 93,831,862 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 608 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 113,560,525 |
| Number of terminated vested participants | 2017-12-31 | 310 |
| Current liability for terminated vested participants | 2017-12-31 | 36,230,297 |
| Current liability for active participants non vested benefits | 2017-12-31 | 5,245,583 |
| Current liability for active participants vested benefits | 2017-12-31 | 99,311,782 |
| Total number of active articipats | 2017-12-31 | 680 |
| Current liability for active participants | 2017-12-31 | 104,557,365 |
| Total participant count with liabilities | 2017-12-31 | 1,598 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 254,348,187 |
| Total employer contributions in plan year | 2017-12-31 | 8,379,123 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 2,033,239 |
| Prior year credit balance | 2017-12-31 | 25,171,819 |
| Amortization credits as of valuation date | 2017-12-31 | 8,084,328 |
| Total participants, beginning-of-year | 2017-01-01 | 1,523 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 656 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 494 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 286 |
| Total of all active and inactive participants | 2017-01-01 | 1,436 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 106 |
| Total participants | 2017-01-01 | 1,542 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 16 |
| Number of employers contributing to the scheme | 2017-01-01 | 108 |
| 2016: IBEW LOCAL UNION 363 PENSION 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 93,179,419 |
| Acturial value of assets for funding standard account | 2016-12-31 | 103,992,078 |
| Accrued liability for plan using immediate gains methods | 2016-12-31 | 139,164,968 |
| Accrued liability under unit credit cost method | 2016-12-31 | 139,164,968 |
| RPA 94 current liability | 2016-12-31 | 243,579,031 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 3,801,377 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 9,511,717 |
| Expected plan disbursements for the plan year | 2016-12-31 | 9,916,717 |
| Current value of assets | 2016-12-31 | 93,179,419 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 611 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 112,112,039 |
| Number of terminated vested participants | 2016-12-31 | 303 |
| Current liability for terminated vested participants | 2016-12-31 | 31,375,825 |
| Current liability for active participants non vested benefits | 2016-12-31 | 5,415,194 |
| Current liability for active participants vested benefits | 2016-12-31 | 94,675,973 |
| Total number of active articipats | 2016-12-31 | 659 |
| Current liability for active participants | 2016-12-31 | 100,091,167 |
| Total participant count with liabilities | 2016-12-31 | 1,573 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 243,579,031 |
| Total employer contributions in plan year | 2016-12-31 | 6,912,380 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 1,980,130 |
| Prior year credit balance | 2016-12-31 | 21,572,298 |
| Amortization credits as of valuation date | 2016-12-31 | 8,092,533 |
| Total participants, beginning-of-year | 2016-01-01 | 1,550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 623 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 491 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 305 |
| Total of all active and inactive participants | 2016-01-01 | 1,419 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 104 |
| Total participants | 2016-01-01 | 1,523 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 14 |
| Number of employers contributing to the scheme | 2016-01-01 | 96 |
| 2015: IBEW LOCAL UNION 363 PENSION 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 97,671,660 |
| Acturial value of assets for funding standard account | 2015-12-31 | 104,866,371 |
| Accrued liability for plan using immediate gains methods | 2015-12-31 | 136,160,345 |
| Accrued liability under unit credit cost method | 2015-12-31 | 136,160,345 |
| RPA 94 current liability | 2015-12-31 | 232,629,510 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 3,482,360 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 9,417,930 |
| Expected plan disbursements for the plan year | 2015-12-31 | 9,825,930 |
| Current value of assets | 2015-12-31 | 97,671,660 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 617 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 110,264,297 |
| Number of terminated vested participants | 2015-12-31 | 301 |
| Current liability for terminated vested participants | 2015-12-31 | 28,519,429 |
| Current liability for active participants non vested benefits | 2015-12-31 | 5,747,533 |
| Current liability for active participants vested benefits | 2015-12-31 | 88,098,151 |
| Total number of active articipats | 2015-12-31 | 654 |
| Current liability for active participants | 2015-12-31 | 93,845,684 |
| Total participant count with liabilities | 2015-12-31 | 1,572 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 232,629,410 |
| Total employer contributions in plan year | 2015-12-31 | 5,986,819 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 1,928,728 |
| Prior year credit balance | 2015-12-31 | 18,452,376 |
| Amortization credits as of valuation date | 2015-12-31 | 8,121,569 |
| Total participants, beginning-of-year | 2015-01-01 | 1,554 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 655 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 496 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 297 |
| Total of all active and inactive participants | 2015-01-01 | 1,448 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 102 |
| Total participants | 2015-01-01 | 1,550 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
| Number of employers contributing to the scheme | 2015-01-01 | 93 |
| 2014: IBEW LOCAL UNION 363 PENSION 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 97,351,046 |
| Acturial value of assets for funding standard account | 2014-12-31 | 104,078,415 |
| Accrued liability for plan using immediate gains methods | 2014-12-31 | 134,094,404 |
| Accrued liability under unit credit cost method | 2014-12-31 | 134,094,404 |
| RPA 94 current liability | 2014-12-31 | 225,906,210 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 3,663,205 |
| Expected release from RPA 94 current liability for plan year | 2014-12-31 | 9,384,739 |
| Expected plan disbursements for the plan year | 2014-12-31 | 9,759,739 |
| Current value of assets | 2014-12-31 | 97,351,046 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 590 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 108,472,352 |
| Number of terminated vested participants | 2014-12-31 | 286 |
| Current liability for terminated vested participants | 2014-12-31 | 26,448,998 |
| Current liability for active participants non vested benefits | 2014-12-31 | 4,176,419 |
| Current liability for active participants vested benefits | 2014-12-31 | 86,808,441 |
| Total number of active articipats | 2014-12-31 | 683 |
| Current liability for active participants | 2014-12-31 | 90,984,860 |
| Total participant count with liabilities | 2014-12-31 | 1,559 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 225,906,210 |
| Total employer contributions in plan year | 2014-12-31 | 5,411,818 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 2,015,958 |
| Prior year credit balance | 2014-12-31 | 15,660,744 |
| Amortization credits as of valuation date | 2014-12-31 | 8,215,543 |
| Total participants, beginning-of-year | 2014-01-01 | 1,559 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 654 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 504 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 296 |
| Total of all active and inactive participants | 2014-01-01 | 1,454 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 100 |
| Total participants | 2014-01-01 | 1,554 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
| Number of employers contributing to the scheme | 2014-01-01 | 87 |
| 2013: IBEW LOCAL UNION 363 PENSION 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 87,270,583 |
| Acturial value of assets for funding standard account | 2013-12-31 | 102,944,782 |
| Accrued liability for plan using immediate gains methods | 2013-12-31 | 124,668,724 |
| Accrued liability under unit credit cost method | 2013-12-31 | 124,668,724 |
| RPA 94 current liability | 2013-12-31 | 220,621,916 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 4,039,171 |
| Expected plan disbursements for the plan year | 2013-12-31 | 9,518,661 |
| Current value of assets | 2013-12-31 | 87,270,583 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 589 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 105,827,804 |
| Number of terminated vested participants | 2013-12-31 | 362 |
| Current liability for terminated vested participants | 2013-12-31 | 38,325,811 |
| Current liability for active participants non vested benefits | 2013-12-31 | 3,968,275 |
| Current liability for active participants vested benefits | 2013-12-31 | 72,500,026 |
| Total number of active articipats | 2013-12-31 | 567 |
| Current liability for active participants | 2013-12-31 | 76,468,301 |
| Total participant count with liabilities | 2013-12-31 | 1,518 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 220,621,916 |
| Total employer contributions in plan year | 2013-12-31 | 4,240,653 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 2,056,826 |
| Prior year credit balance | 2013-12-31 | 12,819,761 |
| Amortization credits as of valuation date | 2013-12-31 | 8,726,182 |
| Total participants, beginning-of-year | 2013-01-01 | 1,518 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 683 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 500 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 283 |
| Total of all active and inactive participants | 2013-01-01 | 1,466 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 93 |
| Total participants | 2013-01-01 | 1,559 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
| Number of employers contributing to the scheme | 2013-01-01 | 98 |
| 2012: IBEW LOCAL UNION 363 PENSION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,538 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 567 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 497 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 360 |
| Total of all active and inactive participants | 2012-01-01 | 1,424 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 94 |
| Total participants | 2012-01-01 | 1,518 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 12 |
| Number of employers contributing to the scheme | 2012-01-01 | 90 |
| 2011: IBEW LOCAL UNION 363 PENSION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,553 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 667 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 493 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 280 |
| Total of all active and inactive participants | 2011-01-01 | 1,440 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 98 |
| Total participants | 2011-01-01 | 1,538 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 14 |
| Number of employers contributing to the scheme | 2011-01-01 | 94 |
| 2010: IBEW LOCAL UNION 363 PENSION 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1,659 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 722 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 486 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 250 |
| Total of all active and inactive participants | 2010-01-01 | 1,458 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 95 |
| Total participants | 2010-01-01 | 1,553 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 10 |
| Number of employers contributing to the scheme | 2010-01-01 | 90 |
| 2009: IBEW LOCAL UNION 363 PENSION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,541 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 829 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 566 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 166 |
| Total of all active and inactive participants | 2009-01-01 | 1,561 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 98 |
| Total participants | 2009-01-01 | 1,659 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 54 |
| Number of employers contributing to the scheme | 2009-01-01 | 92 |
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL UNION 363 PENSION 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-22,079,082 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-22,079,082 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $335,478 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $929,407 |
| Total income from all sources (including contributions) | 2022-12-31 | $-9,350,696 |
| Total loss/gain on sale of assets | 2022-12-31 | $-458,807 |
| Total of all expenses incurred | 2022-12-31 | $11,006,253 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $9,968,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,774,929 |
| Value of total assets at end of year | 2022-12-31 | $127,250,096 |
| Value of total assets at beginning of year | 2022-12-31 | $148,200,974 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,037,710 |
| Total interest from all sources | 2022-12-31 | $1,016,848 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,389,569 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,935 |
| Administrative expenses professional fees incurred | 2022-12-31 | $193,894 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $504,453 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $352,495 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $320,680 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $925,425 |
| Other income not declared elsewhere | 2022-12-31 | $5,847 |
| Administrative expenses (other) incurred | 2022-12-31 | $301,846 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $14,798 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $3,982 |
| Total non interest bearing cash at end of year | 2022-12-31 | $748,879 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,008,209 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-20,356,949 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $126,914,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $147,271,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $541,970 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $2,004,196 |
| Income. Interest from US Government securities | 2022-12-31 | $797,176 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $218,892 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,648,712 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,618,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,618,638 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $780 |
| Asset value of US Government securities at end of year | 2022-12-31 | $36,598,789 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $31,973,787 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $10,774,929 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,204,063 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,546,741 |
| Income. Dividends from common stock | 2022-12-31 | $1,387,634 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,968,543 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $10,185,736 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $10,597,717 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $73,339,772 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $95,088,691 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $19,692 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $10,500 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $89,599,866 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $90,058,673 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2022-12-31 | 222951202 |
| 2021 : IBEW LOCAL UNION 363 PENSION 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $8,382,724 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $8,382,724 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $929,407 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $222,687 |
| Total income from all sources (including contributions) | 2021-12-31 | $25,350,629 |
| Total loss/gain on sale of assets | 2021-12-31 | $5,051,874 |
| Total of all expenses incurred | 2021-12-31 | $10,858,045 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,844,367 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,733,880 |
| Value of total assets at end of year | 2021-12-31 | $148,200,974 |
| Value of total assets at beginning of year | 2021-12-31 | $133,001,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,013,678 |
| Total interest from all sources | 2021-12-31 | $828,671 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,351,077 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $318 |
| Administrative expenses professional fees incurred | 2021-12-31 | $162,811 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $352,495 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $409,712 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $925,424 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $219,909 |
| Other income not declared elsewhere | 2021-12-31 | $2,403 |
| Administrative expenses (other) incurred | 2021-12-31 | $271,335 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $3,983 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $2,778 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,008,209 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1,011,367 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $14,492,584 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $147,271,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $132,778,983 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $579,532 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,597,717 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,618,457 |
| Income. Interest from US Government securities | 2021-12-31 | $581,049 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $244,766 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,618,638 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,618,248 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,618,248 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,856 |
| Asset value of US Government securities at end of year | 2021-12-31 | $2,004,196 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $3,522,249 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $9,733,880 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,546,741 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,610,381 |
| Income. Dividends from common stock | 2021-12-31 | $1,350,759 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,844,367 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $31,973,787 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $31,656,185 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $95,088,691 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $80,555,071 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $10,500 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $73,928,433 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $68,876,559 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2021-12-31 | 222951202 |
| 2020 : IBEW LOCAL UNION 363 PENSION 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $10,142,139 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $10,142,139 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $222,687 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $338,670 |
| Total income from all sources (including contributions) | 2020-12-31 | $26,864,141 |
| Total loss/gain on sale of assets | 2020-12-31 | $5,833,408 |
| Total of all expenses incurred | 2020-12-31 | $10,713,409 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $9,863,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,790,333 |
| Value of total assets at end of year | 2020-12-31 | $133,001,670 |
| Value of total assets at beginning of year | 2020-12-31 | $116,966,921 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $850,332 |
| Total interest from all sources | 2020-12-31 | $925,640 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,172,585 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $18,197 |
| Administrative expenses professional fees incurred | 2020-12-31 | $118,349 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $409,712 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $413,435 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $219,909 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $335,943 |
| Other income not declared elsewhere | 2020-12-31 | $36 |
| Administrative expenses (other) incurred | 2020-12-31 | $264,369 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $2,778 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $2,727 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1,011,367 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,546,026 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $16,150,732 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $132,778,983 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $116,628,251 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $467,614 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,618,457 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,554,315 |
| Income. Interest from US Government securities | 2020-12-31 | $689,909 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $231,424 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,618,248 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,632,510 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,632,510 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $4,307 |
| Asset value of US Government securities at end of year | 2020-12-31 | $3,522,249 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $5,209,108 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $8,790,333 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,610,381 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,861,698 |
| Income. Dividends from common stock | 2020-12-31 | $1,154,388 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,863,077 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $31,656,185 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $28,573,158 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $80,555,071 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $70,176,538 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $133 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $75,415,719 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $69,582,311 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2020-12-31 | 222951202 |
| 2019 : IBEW LOCAL UNION 363 PENSION 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $13,279,966 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $13,279,966 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $338,670 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $297,276 |
| Total income from all sources (including contributions) | 2019-12-31 | $28,436,312 |
| Total loss/gain on sale of assets | 2019-12-31 | $2,243,666 |
| Total of all expenses incurred | 2019-12-31 | $10,602,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,760,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $10,628,099 |
| Value of total assets at end of year | 2019-12-31 | $116,966,921 |
| Value of total assets at beginning of year | 2019-12-31 | $99,092,059 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $842,292 |
| Total interest from all sources | 2019-12-31 | $895,667 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,388,387 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $99,918 |
| Administrative expenses professional fees incurred | 2019-12-31 | $135,573 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $268,108 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $213,911 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $335,943 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $295,741 |
| Other income not declared elsewhere | 2019-12-31 | $527 |
| Administrative expenses (other) incurred | 2019-12-31 | $274,405 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $2,727 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,535 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,546,026 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,091,720 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $17,833,468 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $116,628,251 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $98,794,783 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $432,314 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,554,315 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,151,839 |
| Interest earned on other investments | 2019-12-31 | $3,449 |
| Income. Interest from US Government securities | 2019-12-31 | $739,150 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $140,103 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,632,510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,636,947 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $3,636,947 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $12,965 |
| Asset value of US Government securities at end of year | 2019-12-31 | $5,209,108 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $26,104,231 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $10,628,099 |
| Employer contributions (assets) at end of year | 2019-12-31 | $2,007,025 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,818,519 |
| Income. Dividends from common stock | 2019-12-31 | $1,288,469 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,760,552 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $28,573,158 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $6,742,158 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $70,176,538 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $54,332,382 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $133 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $352 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $59,459,037 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $57,215,371 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2019-12-31 | 222951202 |
| 2018 : IBEW LOCAL UNION 363 PENSION 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-9,293,688 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-9,293,688 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $297,276 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $226,556 |
| Total income from all sources (including contributions) | 2018-12-31 | $4,103,489 |
| Total loss/gain on sale of assets | 2018-12-31 | $2,423,468 |
| Total of all expenses incurred | 2018-12-31 | $10,087,378 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,303,828 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,658,512 |
| Value of total assets at end of year | 2018-12-31 | $99,092,059 |
| Value of total assets at beginning of year | 2018-12-31 | $105,005,228 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $783,550 |
| Total interest from all sources | 2018-12-31 | $968,626 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,345,508 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $121,273 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $213,911 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $214,658 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $295,741 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $226,426 |
| Other income not declared elsewhere | 2018-12-31 | $1,063 |
| Administrative expenses (other) incurred | 2018-12-31 | $227,656 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,535 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $130 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,727,480 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,361,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-5,983,889 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $98,794,783 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $104,778,672 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $434,621 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,151,839 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $2,653 |
| Income. Interest from US Government securities | 2018-12-31 | $759,257 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $196,100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,001,187 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,659,002 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,659,002 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $10,616 |
| Asset value of US Government securities at end of year | 2018-12-31 | $26,104,231 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $26,398,484 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $8,658,512 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,818,519 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,599,814 |
| Income. Dividends from common stock | 2018-12-31 | $1,345,508 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,303,828 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $6,742,158 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $6,957,512 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $54,332,382 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $65,813,937 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $352 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $571 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $76,509,350 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $74,085,882 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2018-12-31 | 222951202 |
| 2017 : IBEW LOCAL UNION 363 PENSION 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $8,288,853 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $8,288,853 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $226,556 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $92,784 |
| Total income from all sources (including contributions) | 2017-12-31 | $20,847,156 |
| Total loss/gain on sale of assets | 2017-12-31 | $2,140,184 |
| Total of all expenses incurred | 2017-12-31 | $9,900,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,134,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,379,856 |
| Value of total assets at end of year | 2017-12-31 | $105,005,228 |
| Value of total assets at beginning of year | 2017-12-31 | $93,924,646 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $766,038 |
| Total interest from all sources | 2017-12-31 | $878,631 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,159,632 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $126,697 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $214,658 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $206,566 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $226,426 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $88,619 |
| Administrative expenses (other) incurred | 2017-12-31 | $226,330 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $130 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $4,165 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,361,250 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,318,818 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $10,946,810 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $104,778,672 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $93,831,862 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $413,011 |
| Interest earned on other investments | 2017-12-31 | $16,139 |
| Income. Interest from US Government securities | 2017-12-31 | $681,878 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $179,714 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,659,002 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,099,870 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,099,870 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $900 |
| Asset value of US Government securities at end of year | 2017-12-31 | $26,398,484 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $22,618,884 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $8,379,856 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,599,814 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,297,357 |
| Income. Dividends from common stock | 2017-12-31 | $1,159,632 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,134,308 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $6,957,512 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $10,669,027 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $65,813,937 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $55,713,270 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $571 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $854 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $72,332,812 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $70,192,628 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS |
| Accountancy firm EIN | 2017-12-31 | 222951202 |
| 2016 : IBEW LOCAL UNION 363 PENSION 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-1,914,460 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-1,914,460 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $92,784 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $293,952 |
| Total income from all sources (including contributions) | 2016-12-31 | $10,796,080 |
| Total loss/gain on sale of assets | 2016-12-31 | $3,957,899 |
| Total of all expenses incurred | 2016-12-31 | $10,143,637 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,370,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,912,380 |
| Value of total assets at end of year | 2016-12-31 | $93,924,646 |
| Value of total assets at beginning of year | 2016-12-31 | $93,473,371 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $773,411 |
| Total interest from all sources | 2016-12-31 | $819,030 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,021,231 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $176,274 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $206,566 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $172,080 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $88,619 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $281,519 |
| Administrative expenses (other) incurred | 2016-12-31 | $214,602 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $4,165 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $12,433 |
| Total non interest bearing cash at end of year | 2016-12-31 | $1,318,818 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,234,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $652,443 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $93,831,862 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $93,179,419 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $382,535 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,097,774 |
| Interest earned on other investments | 2016-12-31 | $6,132 |
| Income. Interest from US Government securities | 2016-12-31 | $501,591 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $310,288 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,099,870 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,325,401 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,325,401 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,019 |
| Asset value of US Government securities at end of year | 2016-12-31 | $22,618,884 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $23,733,471 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $6,912,380 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,297,357 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $862,069 |
| Income. Dividends from common stock | 2016-12-31 | $1,021,231 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,370,226 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $10,669,027 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $10,263,627 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $55,713,270 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $52,783,475 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $854 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $1,404 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $85,203,727 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $81,245,828 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2016-12-31 | 222951202 |
| 2015 : IBEW LOCAL UNION 363 PENSION 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-5,953,808 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-5,953,808 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $293,952 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $92,815 |
| Total income from all sources (including contributions) | 2015-12-31 | $5,326,903 |
| Total loss/gain on sale of assets | 2015-12-31 | $3,330,089 |
| Total of all expenses incurred | 2015-12-31 | $9,819,144 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,016,601 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,986,819 |
| Value of total assets at end of year | 2015-12-31 | $93,473,371 |
| Value of total assets at beginning of year | 2015-12-31 | $97,764,475 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $802,543 |
| Total interest from all sources | 2015-12-31 | $820,546 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,110,338 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $148,620 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $172,080 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $177,861 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $281,519 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $87,824 |
| Other income not declared elsewhere | 2015-12-31 | $32,919 |
| Administrative expenses (other) incurred | 2015-12-31 | $233,137 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $12,433 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $4,991 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,234,070 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1,197,217 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-4,492,241 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $93,179,419 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $97,671,660 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $420,786 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,097,774 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,291,984 |
| Interest earned on other investments | 2015-12-31 | $16,682 |
| Income. Interest from US Government securities | 2015-12-31 | $502,743 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $300,352 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,325,401 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $2,947,650 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $2,947,650 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $769 |
| Asset value of US Government securities at end of year | 2015-12-31 | $23,733,471 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $25,747,478 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $5,986,819 |
| Employer contributions (assets) at end of year | 2015-12-31 | $862,069 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $986,154 |
| Income. Dividends from common stock | 2015-12-31 | $1,110,338 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,016,601 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $10,263,627 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $9,321,691 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $52,783,475 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $56,092,424 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $1,404 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $2,016 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $69,826,819 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $66,496,730 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2015-12-31 | 222951202 |
| 2014 : IBEW LOCAL UNION 363 PENSION 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-3,376,499 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-3,376,499 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $92,815 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $144,558 |
| Total income from all sources (including contributions) | 2014-12-31 | $10,006,896 |
| Total loss/gain on sale of assets | 2014-12-31 | $6,089,938 |
| Total of all expenses incurred | 2014-12-31 | $9,686,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $8,835,953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,411,818 |
| Value of total assets at end of year | 2014-12-31 | $97,764,475 |
| Value of total assets at beginning of year | 2014-12-31 | $97,495,604 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $850,329 |
| Total interest from all sources | 2014-12-31 | $773,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,105,954 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $188,176 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $177,861 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $177,445 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $87,824 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $135,579 |
| Other income not declared elsewhere | 2014-12-31 | $2,251 |
| Administrative expenses (other) incurred | 2014-12-31 | $236,065 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $4,991 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $8,979 |
| Total non interest bearing cash at end of year | 2014-12-31 | $1,197,217 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $1,121,294 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $320,614 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $97,671,660 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $97,351,046 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $426,088 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,291,984 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,787,376 |
| Interest earned on other investments | 2014-12-31 | $23,185 |
| Income. Interest from US Government securities | 2014-12-31 | $540,981 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $208,664 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $2,947,650 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,812,680 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,812,680 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $604 |
| Asset value of US Government securities at end of year | 2014-12-31 | $25,747,478 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $20,907,078 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $5,411,818 |
| Employer contributions (assets) at end of year | 2014-12-31 | $986,154 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $888,675 |
| Income. Dividends from common stock | 2014-12-31 | $1,105,954 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $8,835,953 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $9,321,691 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $7,965,184 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $56,092,424 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $61,833,243 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $2,016 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $2,629 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $61,387,077 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $55,297,139 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2014-12-31 | 222951202 |
| 2013 : IBEW LOCAL UNION 363 PENSION 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $8,115,473 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $8,115,473 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $141,129 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $467,423 |
| Total income from all sources (including contributions) | 2013-12-31 | $19,445,812 |
| Total loss/gain on sale of assets | 2013-12-31 | $5,308,317 |
| Total of all expenses incurred | 2013-12-31 | $9,365,349 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,565,387 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,168,686 |
| Value of total assets at end of year | 2013-12-31 | $97,492,175 |
| Value of total assets at beginning of year | 2013-12-31 | $87,738,006 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $799,962 |
| Total interest from all sources | 2013-12-31 | $775,332 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,075,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $161,966 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $174,016 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $159,991 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $135,579 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $462,579 |
| Other income not declared elsewhere | 2013-12-31 | $2,474 |
| Administrative expenses (other) incurred | 2013-12-31 | $247,349 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $5,550 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $4,844 |
| Total non interest bearing cash at end of year | 2013-12-31 | $1,121,294 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $1,077,236 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $10,080,463 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $97,351,046 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $87,270,583 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $390,647 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,787,376 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,386,810 |
| Interest earned on other investments | 2013-12-31 | $25,189 |
| Income. Interest from US Government securities | 2013-12-31 | $542,758 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $206,780 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,812,680 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,113,594 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,113,594 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $605 |
| Asset value of US Government securities at end of year | 2013-12-31 | $20,907,078 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $21,440,889 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $4,168,686 |
| Employer contributions (assets) at end of year | 2013-12-31 | $888,675 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $644,212 |
| Income. Dividends from common stock | 2013-12-31 | $1,075,530 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,565,387 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $7,965,184 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $7,482,154 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $61,833,243 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $51,428,778 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $2,629 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $4,342 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $63,600,130 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $58,291,813 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2013-12-31 | 222951202 |
| 2012 : IBEW LOCAL UNION 363 PENSION 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,364,716 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $4,364,716 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $467,423 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $116,790 |
| Total income from all sources (including contributions) | 2012-12-31 | $11,201,361 |
| Total loss/gain on sale of assets | 2012-12-31 | $1,562,098 |
| Total of all expenses incurred | 2012-12-31 | $9,048,059 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,281,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,216,185 |
| Value of total assets at end of year | 2012-12-31 | $87,738,006 |
| Value of total assets at beginning of year | 2012-12-31 | $85,234,071 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $766,101 |
| Total interest from all sources | 2012-12-31 | $795,934 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,231,752 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $131,934 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $159,991 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $160,680 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $462,579 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $106,236 |
| Other income not declared elsewhere | 2012-12-31 | $30,676 |
| Administrative expenses (other) incurred | 2012-12-31 | $259,288 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $4,844 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $10,554 |
| Total non interest bearing cash at end of year | 2012-12-31 | $1,077,236 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $1,022,332 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,153,302 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $87,270,583 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $85,117,281 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $374,879 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,386,810 |
| Interest earned on other investments | 2012-12-31 | $32,874 |
| Income. Interest from US Government securities | 2012-12-31 | $564,510 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $196,995 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,113,594 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,599,907 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $5,599,907 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,555 |
| Asset value of US Government securities at end of year | 2012-12-31 | $21,440,889 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $20,903,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $3,216,185 |
| Employer contributions (assets) at end of year | 2012-12-31 | $644,212 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $686,134 |
| Income. Dividends from common stock | 2012-12-31 | $1,231,752 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,281,958 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $7,482,154 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $7,463,017 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $51,428,778 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $49,392,762 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $4,342 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $6,050 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $61,151,908 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $59,589,810 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTANTS A |
| Accountancy firm EIN | 2012-12-31 | 222951202 |
| 2011 : IBEW LOCAL UNION 363 PENSION 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-4,514,931 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-4,514,931 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $116,790 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,867 |
| Total income from all sources (including contributions) | 2011-12-31 | $3,753,468 |
| Total loss/gain on sale of assets | 2011-12-31 | $3,021,383 |
| Total of all expenses incurred | 2011-12-31 | $8,778,903 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,003,268 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,454,010 |
| Value of total assets at end of year | 2011-12-31 | $85,234,071 |
| Value of total assets at beginning of year | 2011-12-31 | $90,157,583 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $775,635 |
| Total interest from all sources | 2011-12-31 | $1,024,633 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $768,373 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $152,015 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $160,680 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $198,284 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $106,236 |
| Administrative expenses (other) incurred | 2011-12-31 | $230,091 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $10,554 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $14,867 |
| Total non interest bearing cash at end of year | 2011-12-31 | $1,022,332 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $952,770 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-5,025,435 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $85,117,281 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $90,142,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $393,529 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,700,622 |
| Interest earned on other investments | 2011-12-31 | $188,699 |
| Income. Interest from US Government securities | 2011-12-31 | $617,658 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $217,015 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,599,907 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,925,772 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,925,772 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,261 |
| Asset value of US Government securities at end of year | 2011-12-31 | $20,903,189 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $19,079,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $3,454,010 |
| Employer contributions (assets) at end of year | 2011-12-31 | $686,134 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $481,524 |
| Income. Dividends from common stock | 2011-12-31 | $768,373 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,003,268 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $7,463,017 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $8,297,708 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $49,392,762 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $54,514,425 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $6,050 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $7,345 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $88,016,908 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $84,995,525 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MSPC CERTIFIED ACCOUNTANTS AND ADVI |
| Accountancy firm EIN | 2011-12-31 | 222951202 |
| 2010 : IBEW LOCAL UNION 363 PENSION 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,200,620 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,200,620 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,867 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $24,819 |
| Total income from all sources (including contributions) | 2010-12-31 | $12,171,520 |
| Total loss/gain on sale of assets | 2010-12-31 | $3,950,846 |
| Total of all expenses incurred | 2010-12-31 | $8,297,063 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,576,403 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,069,289 |
| Value of total assets at end of year | 2010-12-31 | $90,157,583 |
| Value of total assets at beginning of year | 2010-12-31 | $86,293,078 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $720,660 |
| Total interest from all sources | 2010-12-31 | $1,099,697 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $847,431 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $138,548 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $198,284 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $259,629 |
| Other income not declared elsewhere | 2010-12-31 | $3,637 |
| Administrative expenses (other) incurred | 2010-12-31 | $187,776 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $14,867 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $24,819 |
| Total non interest bearing cash at end of year | 2010-12-31 | $952,770 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $903,425 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $3,874,457 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $90,142,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $86,268,259 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $394,336 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,700,622 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,744,038 |
| Interest earned on other investments | 2010-12-31 | $196,209 |
| Income. Interest from US Government securities | 2010-12-31 | $396,039 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $505,023 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,925,772 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,556,735 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,556,735 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2,426 |
| Asset value of US Government securities at end of year | 2010-12-31 | $19,079,133 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $17,065,702 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $3,069,289 |
| Employer contributions (assets) at end of year | 2010-12-31 | $481,524 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $437,729 |
| Income. Dividends from common stock | 2010-12-31 | $847,431 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,576,403 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $8,297,708 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $9,136,180 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $54,514,425 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $51,182,807 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $7,345 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $6,833 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $74,855,213 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $70,904,367 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MSPC CERTIFIED PUBLIC ACCOUNTS AND |
| Accountancy firm EIN | 2010-12-31 | 222951202 |
| 2009 : IBEW LOCAL UNION 363 PENSION 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
