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PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 401k Plan overview

Plan NamePENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
Plan identification number 002

PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS
Employer identification number (EIN):530088380
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01PAUL A. NOBLE, IBEW I.S.T.2024-03-12
0022021-07-01KENNETH W. COOPER, IBEW I.P.2023-03-21
0022020-07-01KENNETH W. COOPER, IBEW I.S.T.2022-01-25
0022019-07-01KENNETH W. COOPER, IBEW I.S.T.2021-01-26
0022018-07-01KENNETH W. COOPER, IBEW I.S.T.2020-01-28
0022018-07-01KENNETH W. COOPER, IBEW I.S.T.2020-01-28
0022018-07-01KENNETH W. COOPER, IBEW I.S.T.2020-01-28
0022018-07-01KENNETH W. COOPER, IBEW I.S.T.2020-01-28
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01SALVATORE J. CHILIA, IBEW I.S.T.
0022011-07-01SALVATORE J. CHILIA, IBEW I.S.T.
0022009-07-01LINDELL K. LEE, IBEW I.S.T.
0022009-07-01LINDELL K. LEE, IBEW I.S.T.

Plan Statistics for PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS

401k plan membership statisitcs for PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS

Measure Date Value
2023: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2023 401k membership
Market value of plan assets2023-06-30211,887,251
Acturial value of plan assets2023-06-30219,038,083
Funding target for retired participants and beneficiaries receiving payment2023-06-3092,815,815
Number of terminated vested participants2023-06-3052
Fundng target for terminated vested participants2023-06-306,773,003
Active participant vested funding target2023-06-3050,580,105
Number of active participants2023-06-30241
Total funding liabilities for active participants2023-06-3058,434,510
Total participant count2023-06-30528
Total funding target for all participants2023-06-30158,023,328
Present value of excess contributions2023-06-3017,793,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-3018,802,215
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-30930,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30887,452
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-305,922,944
Contributions allocatedtoward minimum required contributions for current year2023-06-30887,452
Unpaid minimum required contributions for current year2023-06-300
2022: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2022 401k membership
Total participants, beginning-of-year2022-07-01527
Total number of active participants reported on line 7a of the Form 55002022-07-01254
Number of retired or separated participants receiving benefits2022-07-01219
Number of other retired or separated participants entitled to future benefits2022-07-0155
Total of all active and inactive participants2022-07-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0119
Total participants2022-07-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-011
Market value of plan assets2022-06-30216,702,534
Acturial value of plan assets2022-06-30195,510,177
Funding target for retired participants and beneficiaries receiving payment2022-06-3087,776,380
Number of terminated vested participants2022-06-3047
Fundng target for terminated vested participants2022-06-306,098,902
Active participant vested funding target2022-06-3047,628,583
Number of active participants2022-06-30266
Total funding liabilities for active participants2022-06-3055,198,377
Total participant count2022-06-30540
Total funding target for all participants2022-06-30149,073,659
Present value of excess contributions2022-06-308,807,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-309,288,971
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-3018,775,500
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3017,793,333
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-305,650,168
Contributions allocatedtoward minimum required contributions for current year2022-06-3017,793,333
Unpaid minimum required contributions for current year2022-06-300
2021: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2021 401k membership
Total participants, beginning-of-year2021-07-01538
Total number of active participants reported on line 7a of the Form 55002021-07-01241
Number of retired or separated participants receiving benefits2021-07-01215
Number of other retired or separated participants entitled to future benefits2021-07-0152
Total of all active and inactive participants2021-07-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0119
Total participants2021-07-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-015
Market value of plan assets2021-06-30170,042,490
Acturial value of plan assets2021-06-30175,354,377
Funding target for retired participants and beneficiaries receiving payment2021-06-3088,869,700
Number of terminated vested participants2021-06-3047
Fundng target for terminated vested participants2021-06-306,455,648
Active participant vested funding target2021-06-3043,622,996
Number of active participants2021-06-30262
Total funding liabilities for active participants2021-06-3050,836,357
Total participant count2021-06-30533
Total funding target for all participants2021-06-30146,161,705
Present value of excess contributions2021-06-308,593,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-309,075,948
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-309,052,800
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-308,807,216
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-305,508,763
Contributions allocatedtoward minimum required contributions for current year2021-06-308,807,216
Unpaid minimum required contributions for current year2021-06-300
2020: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2020 401k membership
Total participants, beginning-of-year2020-07-01532
Total number of active participants reported on line 7a of the Form 55002020-07-01266
Number of retired or separated participants receiving benefits2020-07-01208
Number of other retired or separated participants entitled to future benefits2020-07-0147
Total of all active and inactive participants2020-07-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0117
Total participants2020-07-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-30165,782,645
Acturial value of plan assets2020-06-30165,669,211
Funding target for retired participants and beneficiaries receiving payment2020-06-3085,398,081
Number of terminated vested participants2020-06-3051
Fundng target for terminated vested participants2020-06-307,088,292
Active participant vested funding target2020-06-3038,015,934
Number of active participants2020-06-30256
Total funding liabilities for active participants2020-06-3045,354,760
Total participant count2020-06-30525
Total funding target for all participants2020-06-30137,841,133
Present value of excess contributions2020-06-307,994,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-308,455,760
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-308,845,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-308,593,834
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-304,908,874
Contributions allocatedtoward minimum required contributions for current year2020-06-308,593,834
Unpaid minimum required contributions for current year2020-06-300
2019: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2019 401k membership
Total participants, beginning-of-year2019-07-01524
Total number of active participants reported on line 7a of the Form 55002019-07-01262
Number of retired or separated participants receiving benefits2019-07-01207
Number of other retired or separated participants entitled to future benefits2019-07-0147
Total of all active and inactive participants2019-07-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0116
Total participants2019-07-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-30156,969,262
Acturial value of plan assets2019-06-30151,901,965
Funding target for retired participants and beneficiaries receiving payment2019-06-3085,299,054
Number of terminated vested participants2019-06-3050
Fundng target for terminated vested participants2019-06-306,567,132
Active participant vested funding target2019-06-3032,606,105
Number of active participants2019-06-30245
Total funding liabilities for active participants2019-06-3039,244,128
Total participant count2019-06-30513
Total funding target for all participants2019-06-30131,110,314
Present value of excess contributions2019-06-307,404,405
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-307,844,967
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-308,234,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-307,994,479
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-304,418,707
Contributions allocatedtoward minimum required contributions for current year2019-06-307,994,479
Unpaid minimum required contributions for current year2019-06-300
2018: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2018 401k membership
Total participants, beginning-of-year2018-07-01512
Total number of active participants reported on line 7a of the Form 55002018-07-01256
Number of retired or separated participants receiving benefits2018-07-01201
Number of other retired or separated participants entitled to future benefits2018-07-0151
Total of all active and inactive participants2018-07-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0116
Total participants2018-07-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
Market value of plan assets2018-06-30143,675,192
Acturial value of plan assets2018-06-30140,665,976
Funding target for retired participants and beneficiaries receiving payment2018-06-3079,940,096
Number of terminated vested participants2018-06-3052
Fundng target for terminated vested participants2018-06-306,258,039
Active participant vested funding target2018-06-3028,360,607
Number of active participants2018-06-30244
Total funding liabilities for active participants2018-06-3033,728,359
Total participant count2018-06-30507
Total funding target for all participants2018-06-30119,926,494
Present value of excess contributions2018-06-306,937,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-307,362,475
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-307,636,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-307,404,405
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-303,804,136
Contributions allocatedtoward minimum required contributions for current year2018-06-307,404,405
Unpaid minimum required contributions for current year2018-06-300
2017: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2017 401k membership
Total participants, beginning-of-year2017-07-01506
Total number of active participants reported on line 7a of the Form 55002017-07-01245
Number of retired or separated participants receiving benefits2017-07-01201
Number of other retired or separated participants entitled to future benefits2017-07-0150
Total of all active and inactive participants2017-07-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0116
Total participants2017-07-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
Market value of plan assets2017-06-30127,575,015
Acturial value of plan assets2017-06-30132,081,268
Funding target for retired participants and beneficiaries receiving payment2017-06-3075,902,926
Number of terminated vested participants2017-06-3051
Fundng target for terminated vested participants2017-06-305,931,314
Active participant vested funding target2017-06-3026,100,137
Number of active participants2017-06-30233
Total funding liabilities for active participants2017-06-3031,088,987
Total participant count2017-06-30489
Total funding target for all participants2017-06-30112,923,227
Present value of excess contributions2017-06-306,287,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-306,684,139
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-307,160,800
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-306,937,877
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-303,682,828
Contributions allocatedtoward minimum required contributions for current year2017-06-306,937,877
Unpaid minimum required contributions for current year2017-06-300
2016: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2016 401k membership
Total participants, beginning-of-year2016-07-01488
Total number of active participants reported on line 7a of the Form 55002016-07-01244
Number of retired or separated participants receiving benefits2016-07-01194
Number of other retired or separated participants entitled to future benefits2016-07-0152
Total of all active and inactive participants2016-07-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0116
Total participants2016-07-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2015 401k membership
Total participants, beginning-of-year2015-07-01463
Total number of active participants reported on line 7a of the Form 55002015-07-01233
Number of retired or separated participants receiving benefits2015-07-01188
Number of other retired or separated participants entitled to future benefits2015-07-0151
Total of all active and inactive participants2015-07-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0116
Total participants2015-07-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2014 401k membership
Total participants, beginning-of-year2014-07-01451
Total number of active participants reported on line 7a of the Form 55002014-07-01214
Number of retired or separated participants receiving benefits2014-07-01182
Number of other retired or separated participants entitled to future benefits2014-07-0151
Total of all active and inactive participants2014-07-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0116
Total participants2014-07-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2013 401k membership
Total participants, beginning-of-year2013-07-01446
Total number of active participants reported on line 7a of the Form 55002013-07-01206
Number of retired or separated participants receiving benefits2013-07-01178
Number of other retired or separated participants entitled to future benefits2013-07-0153
Total of all active and inactive participants2013-07-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0114
Total participants2013-07-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2012 401k membership
Total participants, beginning-of-year2012-07-01437
Total number of active participants reported on line 7a of the Form 55002012-07-01205
Number of retired or separated participants receiving benefits2012-07-01174
Number of other retired or separated participants entitled to future benefits2012-07-0153
Total of all active and inactive participants2012-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0114
Total participants2012-07-01446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2011 401k membership
Total participants, beginning-of-year2011-07-01421
Total number of active participants reported on line 7a of the Form 55002011-07-01205
Number of retired or separated participants receiving benefits2011-07-01164
Number of other retired or separated participants entitled to future benefits2011-07-0155
Total of all active and inactive participants2011-07-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0113
Total participants2011-07-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-012
2009: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2009 401k membership
Total participants, beginning-of-year2009-07-01438
Total number of active participants reported on line 7a of the Form 55002009-07-01208
Number of retired or separated participants receiving benefits2009-07-01160
Number of other retired or separated participants entitled to future benefits2009-07-0154
Total of all active and inactive participants2009-07-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0110
Total participants2009-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-018

Financial Data on PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS

Measure Date Value
2023 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$78,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$80,014
Total income from all sources (including contributions)2023-06-30$21,709,686
Total of all expenses incurred2023-06-30$8,627,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$8,581,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$10,283,500
Value of total assets at end of year2023-06-30$215,920,544
Value of total assets at beginning of year2023-06-30$202,840,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$46,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$5,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Administrative expenses (other) incurred2023-06-30$46,377
Liabilities. Value of operating payables at end of year2023-06-30$78,171
Liabilities. Value of operating payables at beginning of year2023-06-30$80,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$13,081,967
Value of net assets at end of year (total assets less liabilities)2023-06-30$215,842,373
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$202,760,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in master investment trust accounts at end of year2023-06-30$215,740,044
Value of interest in master investment trust accounts at beginning of year2023-06-30$202,689,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$10,283,500
Employer contributions (assets) at end of year2023-06-30$180,500
Employer contributions (assets) at beginning of year2023-06-30$150,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$8,581,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2023-06-30470900880
2022 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$80,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$118,245
Total income from all sources (including contributions)2022-06-30$-5,712,595
Total of all expenses incurred2022-06-30$8,229,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,183,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$9,422,000
Value of total assets at end of year2022-06-30$202,840,420
Value of total assets at beginning of year2022-06-30$216,820,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$46,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$5,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$680
Administrative expenses (other) incurred2022-06-30$46,266
Liabilities. Value of operating payables at end of year2022-06-30$80,014
Liabilities. Value of operating payables at beginning of year2022-06-30$118,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-13,942,128
Value of net assets at end of year (total assets less liabilities)2022-06-30$202,760,406
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$216,702,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in master investment trust accounts at end of year2022-06-30$202,689,920
Value of interest in master investment trust accounts at beginning of year2022-06-30$216,675,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$9,422,000
Employer contributions (assets) at end of year2022-06-30$150,500
Employer contributions (assets) at beginning of year2022-06-30$145,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,183,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-06-30470900880
2021 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$118,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$200,019
Total income from all sources (including contributions)2021-06-30$54,527,347
Total of all expenses incurred2021-06-30$7,867,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,823,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$9,052,800
Value of total assets at end of year2021-06-30$216,820,779
Value of total assets at beginning of year2021-06-30$170,242,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$44,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$5,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Other income not declared elsewhere2021-06-30$2,257
Administrative expenses (other) incurred2021-06-30$44,156
Liabilities. Value of operating payables at end of year2021-06-30$118,245
Liabilities. Value of operating payables at beginning of year2021-06-30$200,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$46,660,044
Value of net assets at end of year (total assets less liabilities)2021-06-30$216,702,534
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$170,042,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in master investment trust accounts at end of year2021-06-30$216,675,779
Value of interest in master investment trust accounts at beginning of year2021-06-30$170,242,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$9,052,800
Employer contributions (assets) at end of year2021-06-30$145,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,823,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-06-30470900880
2020 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$200,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$101,443
Total income from all sources (including contributions)2020-06-30$11,877,345
Total of all expenses incurred2020-06-30$7,617,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$7,575,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,845,000
Value of total assets at end of year2020-06-30$170,242,509
Value of total assets at beginning of year2020-06-30$165,884,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$41,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$5,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Other income not declared elsewhere2020-06-30$27
Administrative expenses (other) incurred2020-06-30$41,922
Liabilities. Value of operating payables at end of year2020-06-30$200,019
Liabilities. Value of operating payables at beginning of year2020-06-30$101,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$4,259,845
Value of net assets at end of year (total assets less liabilities)2020-06-30$170,042,490
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$165,782,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in master investment trust accounts at end of year2020-06-30$170,242,509
Value of interest in master investment trust accounts at beginning of year2020-06-30$165,884,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$8,845,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,575,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-06-30470900880
2019 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$101,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$112,676
Total income from all sources (including contributions)2019-06-30$16,415,834
Total of all expenses incurred2019-06-30$7,602,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$7,564,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$8,234,000
Value of total assets at end of year2019-06-30$165,884,088
Value of total assets at beginning of year2019-06-30$157,081,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$37,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$5,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other income not declared elsewhere2019-06-30$330
Administrative expenses (other) incurred2019-06-30$37,888
Liabilities. Value of operating payables at end of year2019-06-30$101,443
Liabilities. Value of operating payables at beginning of year2019-06-30$112,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$8,813,383
Value of net assets at end of year (total assets less liabilities)2019-06-30$165,782,645
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$156,969,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in master investment trust accounts at end of year2019-06-30$165,884,088
Value of interest in master investment trust accounts at beginning of year2019-06-30$157,081,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$8,234,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,564,563
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-06-30470900880
2018 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$112,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$98,552
Total income from all sources (including contributions)2018-06-30$20,673,708
Total of all expenses incurred2018-06-30$7,379,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$7,344,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$7,636,000
Value of total assets at end of year2018-06-30$157,081,938
Value of total assets at beginning of year2018-06-30$143,773,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$34,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$5,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$34,915
Liabilities. Value of operating payables at end of year2018-06-30$112,676
Liabilities. Value of operating payables at beginning of year2018-06-30$98,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$13,294,070
Value of net assets at end of year (total assets less liabilities)2018-06-30$156,969,262
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$143,675,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in master investment trust accounts at end of year2018-06-30$157,081,938
Value of interest in master investment trust accounts at beginning of year2018-06-30$143,773,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$7,636,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$7,344,723
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-06-30470900880
2017 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$98,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$90,557
Total income from all sources (including contributions)2017-06-30$23,356,905
Total of all expenses incurred2017-06-30$7,256,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$7,037,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$7,160,800
Value of total assets at end of year2017-06-30$143,773,744
Value of total assets at beginning of year2017-06-30$127,665,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$218,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$5,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$829
Administrative expenses (other) incurred2017-06-30$218,762
Liabilities. Value of operating payables at end of year2017-06-30$98,552
Liabilities. Value of operating payables at beginning of year2017-06-30$90,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$16,100,177
Value of net assets at end of year (total assets less liabilities)2017-06-30$143,675,192
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$127,575,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in master investment trust accounts at end of year2017-06-30$143,773,744
Value of interest in master investment trust accounts at beginning of year2017-06-30$127,665,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$7,160,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,037,966
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-06-30470900880
2016 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$90,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$94,021
Total income from all sources (including contributions)2016-06-30$8,601,258
Total of all expenses incurred2016-06-30$6,770,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$6,742,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,496,748
Value of total assets at end of year2016-06-30$127,665,572
Value of total assets at beginning of year2016-06-30$125,838,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$27,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$5,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Other income not declared elsewhere2016-06-30$2,984
Administrative expenses (other) incurred2016-06-30$27,926
Liabilities. Value of operating payables at end of year2016-06-30$90,557
Liabilities. Value of operating payables at beginning of year2016-06-30$94,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,830,404
Value of net assets at end of year (total assets less liabilities)2016-06-30$127,575,015
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$125,744,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in master investment trust accounts at end of year2016-06-30$127,665,572
Value of interest in master investment trust accounts at beginning of year2016-06-30$125,838,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$6,496,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$6,742,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2016-06-30470900880
2015 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$94,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$75,830
Total income from all sources (including contributions)2015-06-30$13,603,769
Total of all expenses incurred2015-06-30$6,536,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,450,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,992,800
Value of total assets at end of year2015-06-30$125,838,632
Value of total assets at beginning of year2015-06-30$118,752,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$86,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$5,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$3,759
Administrative expenses (other) incurred2015-06-30$86,021
Liabilities. Value of operating payables at end of year2015-06-30$94,021
Liabilities. Value of operating payables at beginning of year2015-06-30$75,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$7,067,598
Value of net assets at end of year (total assets less liabilities)2015-06-30$125,744,611
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$118,677,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in master investment trust accounts at end of year2015-06-30$125,838,632
Value of interest in master investment trust accounts at beginning of year2015-06-30$118,682,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$5,992,800
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$69,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,450,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-06-30470900880
2014 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$75,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$64,740
Total income from all sources (including contributions)2014-06-30$22,912,131
Total of all expenses incurred2014-06-30$6,154,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$6,012,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,635,700
Value of total assets at end of year2014-06-30$118,752,843
Value of total assets at beginning of year2014-06-30$101,984,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$142,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$67
Administrative expenses (other) incurred2014-06-30$142,740
Liabilities. Value of operating payables at end of year2014-06-30$75,830
Liabilities. Value of operating payables at beginning of year2014-06-30$64,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$16,757,372
Value of net assets at end of year (total assets less liabilities)2014-06-30$118,677,013
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$101,919,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in master investment trust accounts at end of year2014-06-30$118,682,943
Value of interest in master investment trust accounts at beginning of year2014-06-30$101,984,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,635,700
Employer contributions (assets) at end of year2014-06-30$69,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$6,012,019
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2014-06-30470900880
2013 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$64,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$64,364
Total income from all sources (including contributions)2013-06-30$17,957,723
Total of all expenses incurred2013-06-30$5,815,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,690,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,728,000
Value of total assets at end of year2013-06-30$101,984,381
Value of total assets at beginning of year2013-06-30$89,842,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$125,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$6,818
Administrative expenses (other) incurred2013-06-30$125,456
Liabilities. Value of operating payables at end of year2013-06-30$64,740
Liabilities. Value of operating payables at beginning of year2013-06-30$64,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$12,141,740
Value of net assets at end of year (total assets less liabilities)2013-06-30$101,919,641
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$89,777,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in master investment trust accounts at end of year2013-06-30$101,984,381
Value of interest in master investment trust accounts at beginning of year2013-06-30$89,783,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,728,000
Employer contributions (assets) at beginning of year2013-06-30$59,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,690,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2013-06-30470900880
2012 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$64,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$78,534
Total income from all sources (including contributions)2012-06-30$10,498,572
Total of all expenses incurred2012-06-30$5,298,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$5,252,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$7,631,000
Value of total assets at end of year2012-06-30$89,842,265
Value of total assets at beginning of year2012-06-30$84,656,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$46,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Administrative expenses (other) incurred2012-06-30$46,200
Liabilities. Value of operating payables at end of year2012-06-30$64,364
Liabilities. Value of operating payables at beginning of year2012-06-30$78,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$5,199,750
Value of net assets at end of year (total assets less liabilities)2012-06-30$89,777,901
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$84,578,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in master investment trust accounts at end of year2012-06-30$89,783,065
Value of interest in master investment trust accounts at beginning of year2012-06-30$84,656,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$7,631,000
Employer contributions (assets) at end of year2012-06-30$59,200
Employer contributions (assets) at beginning of year2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$5,252,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2012-06-30470900880
2011 : PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$78,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$57,564
Total income from all sources (including contributions)2011-06-30$20,065,066
Total of all expenses incurred2011-06-30$5,047,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,947,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,355,000
Value of total assets at end of year2011-06-30$84,656,685
Value of total assets at beginning of year2011-06-30$69,617,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$100,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Other income not declared elsewhere2011-06-30$9
Administrative expenses (other) incurred2011-06-30$100,214
Liabilities. Value of operating payables at end of year2011-06-30$78,534
Liabilities. Value of operating payables at beginning of year2011-06-30$57,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$15,017,761
Value of net assets at end of year (total assets less liabilities)2011-06-30$84,578,151
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$69,560,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in master investment trust accounts at end of year2011-06-30$84,656,685
Value of interest in master investment trust accounts at beginning of year2011-06-30$69,617,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,355,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,947,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2011-06-30470900880

Form 5500 Responses for PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS

2022: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2022 form 5500 responses
2022-07-01Type of plan entityMulitple employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2021 form 5500 responses
2021-07-01Type of plan entityMulitple employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2020 form 5500 responses
2020-07-01Type of plan entityMulitple employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2019 form 5500 responses
2019-07-01Type of plan entityMulitple employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2018 form 5500 responses
2018-07-01Type of plan entityMulitple employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2017 form 5500 responses
2017-07-01Type of plan entityMulitple employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2016 form 5500 responses
2016-07-01Type of plan entityMulitple employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2015 form 5500 responses
2015-07-01Type of plan entityMulitple employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2014 form 5500 responses
2014-07-01Type of plan entityMulitple employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2013 form 5500 responses
2013-07-01Type of plan entityMulitple employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2012 form 5500 responses
2012-07-01Type of plan entityMulitple employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR OFFICE EMPLOYEES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 2009 form 5500 responses
2009-07-01Type of plan entityMulitple employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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