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NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameNATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN
Plan identification number 334

NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.
Employer identification number (EIN):530115267
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-08-17
Company Identification Number: 0802523149
Legal Registered Office Address: 1201 PENNSYLVANIA AVE NW STE 1200

WASHINGTON
United States of America (USA)
20004

More information about NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3342022-01-01TRACI M. WALKER2023-10-09
3342021-01-01TRACI M. WALKER2023-01-03
3342020-01-01TRACI M. WALKER2021-10-13
3342019-01-01TRACI M. WALKER2020-11-19
3342019-01-01TRACI M. WALKER2020-10-14
3342018-01-01TRACI M. WALKER2019-10-14 TRACI M. WALKER2019-10-14
3342018-01-01TRACI M. WALKER2020-05-21
3342017-01-01
3342016-01-01
3342015-01-01
3342014-01-01
3342013-01-01
3342012-01-01TRACI M PICKUS
3342011-01-01TRACI M PICKUS
3342009-01-01J. MICHAEL THOMPSON

Plan Statistics for NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN

Measure Date Value
2022: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3140,506,164
Acturial value of plan assets2022-12-3138,030,001
Funding target for retired participants and beneficiaries receiving payment2022-12-3128,230,264
Number of terminated vested participants2022-12-3116
Fundng target for terminated vested participants2022-12-31506,407
Active participant vested funding target2022-12-312,291,470
Number of active participants2022-12-3117
Total funding liabilities for active participants2022-12-312,291,470
Total participant count2022-12-31126
Total funding target for all participants2022-12-3131,028,141
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31979,420
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31979,420
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,038,185
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31235,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-0114
Number of retired or separated participants receiving benefits2022-01-0172
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3147,839,501
Acturial value of plan assets2021-12-3143,055,551
Funding target for retired participants and beneficiaries receiving payment2021-12-3125,536,645
Number of terminated vested participants2021-12-3141
Fundng target for terminated vested participants2021-12-312,588,210
Active participant vested funding target2021-12-317,854,996
Number of active participants2021-12-3128
Total funding liabilities for active participants2021-12-317,854,996
Total participant count2021-12-31162
Total funding target for all participants2021-12-3135,979,851
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31809,639
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31809,639
Present value of excess contributions2021-12-31117,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31123,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31979,420
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31235,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01162
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-0174
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0119
Total participants2021-01-01126
2020: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3141,684,670
Acturial value of plan assets2020-12-3139,071,788
Funding target for retired participants and beneficiaries receiving payment2020-12-3126,211,374
Number of terminated vested participants2020-12-3142
Fundng target for terminated vested participants2020-12-312,658,513
Active participant vested funding target2020-12-318,402,249
Number of active participants2020-12-3132
Total funding liabilities for active participants2020-12-318,402,249
Total participant count2020-12-31165
Total funding target for all participants2020-12-3137,272,136
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31663,149
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31663,149
Present value of excess contributions2020-12-31731,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31771,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31809,639
Total employer contributions2020-12-31120,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31117,455
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31235,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31117,455
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01164
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-0174
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3135,334,734
Acturial value of plan assets2019-12-3136,810,354
Funding target for retired participants and beneficiaries receiving payment2019-12-3122,463,288
Number of terminated vested participants2019-12-3146
Fundng target for terminated vested participants2019-12-312,869,770
Active participant vested funding target2019-12-3111,905,697
Number of active participants2019-12-3136
Total funding liabilities for active participants2019-12-3111,905,697
Total participant count2019-12-31167
Total funding target for all participants2019-12-3137,238,755
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31694,251
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31694,251
Present value of excess contributions2019-12-31730,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31771,570
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31663,149
Total employer contributions2019-12-311,000,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31966,577
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31235,000
Net shortfall amortization installment of oustanding balance2019-12-311,091,550
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31235,000
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31235,000
Contributions allocatedtoward minimum required contributions for current year2019-12-31966,577
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01166
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-0169
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0121
Total participants2019-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3138,041,886
Acturial value of plan assets2018-12-3135,895,083
Funding target for retired participants and beneficiaries receiving payment2018-12-3120,365,186
Number of terminated vested participants2018-12-3151
Fundng target for terminated vested participants2018-12-313,346,613
Active participant vested funding target2018-12-3114,400,265
Number of active participants2018-12-3140
Total funding liabilities for active participants2018-12-3114,400,265
Total participant count2018-12-31170
Total funding target for all participants2018-12-3138,112,064
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31601,604
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31601,604
Present value of excess contributions2018-12-31727,360
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31770,056
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31694,251
Total employer contributions2018-12-311,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31965,031
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31235,000
Net shortfall amortization installment of oustanding balance2018-12-312,911,232
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31235,000
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31235,000
Contributions allocatedtoward minimum required contributions for current year2018-12-31965,031
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01169
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-0161
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0123
Total participants2018-01-01166
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3133,850,475
Acturial value of plan assets2017-12-3134,339,026
Funding target for retired participants and beneficiaries receiving payment2017-12-3117,327,955
Number of terminated vested participants2017-12-3153
Fundng target for terminated vested participants2017-12-313,859,582
Active participant vested funding target2017-12-3114,063,998
Number of active participants2017-12-3142
Total funding liabilities for active participants2017-12-3114,063,998
Total participant count2017-12-31173
Total funding target for all participants2017-12-3135,251,535
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31555,600
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31555,600
Present value of excess contributions2017-12-31726,563
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31770,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31601,604
Total employer contributions2017-12-311,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31962,360
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31235,000
Net shortfall amortization installment of oustanding balance2017-12-311,514,113
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31235,000
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31235,000
Contributions allocatedtoward minimum required contributions for current year2017-12-31962,360
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-0155
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0123
Total participants2017-01-01169
2016: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3132,187,774
Acturial value of plan assets2016-12-3133,665,881
Funding target for retired participants and beneficiaries receiving payment2016-12-3117,403,013
Number of terminated vested participants2016-12-3157
Fundng target for terminated vested participants2016-12-313,307,264
Active participant vested funding target2016-12-3113,131,297
Number of active participants2016-12-3144
Total funding liabilities for active participants2016-12-3113,131,297
Total participant count2016-12-31178
Total funding target for all participants2016-12-3133,841,574
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31559,855
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of prefunding balance2016-12-31559,855
Present value of excess contributions2016-12-31426,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31453,396
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31555,600
Total employer contributions2016-12-311,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31961,563
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31235,000
Net shortfall amortization installment of oustanding balance2016-12-31731,293
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31235,000
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31235,000
Contributions allocatedtoward minimum required contributions for current year2016-12-31961,563
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-0142
Number of retired or separated participants receiving benefits2016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-01172
2015: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-0144
Number of retired or separated participants receiving benefits2015-01-0156
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-01178
2014: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01185
Total number of active participants reported on line 7a of the Form 55002014-01-0149
Number of retired or separated participants receiving benefits2014-01-0152
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0121
Total participants2014-01-01180
2013: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-0155
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-01185
2012: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01190
Total number of active participants reported on line 7a of the Form 55002012-01-0156
Number of retired or separated participants receiving benefits2012-01-0153
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-01189
2011: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01192
Total number of active participants reported on line 7a of the Form 55002011-01-0158
Number of retired or separated participants receiving benefits2011-01-0155
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-0175
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01196
Total participants2009-01-01196

Financial Data on NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,232,782
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,939,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,454,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$29,333,766
Value of total assets at beginning of year2022-12-31$40,506,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$485,270
Total interest from all sources2022-12-31$670,491
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$81,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$81,494
Administrative expenses professional fees incurred2022-12-31$368,483
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,259,130
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$704,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$158,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$169,720
Administrative expenses (other) incurred2022-12-31$11,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,172,395
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,333,766
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,506,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$105,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,692,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,500,519
Income. Interest from corporate debt instruments2022-12-31$670,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$143,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,084,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,084,717
Asset value of US Government securities at end of year2022-12-31$2,427,880
Asset value of US Government securities at beginning of year2022-12-31$3,721,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,984,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,454,343
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$14,651,657
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$20,325,865
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCKONLY & ASBURY LLP
Accountancy firm EIN2022-12-31231909723
2021 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,959,718
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,248,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,938,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$40,506,161
Value of total assets at beginning of year2021-12-31$47,795,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$309,756
Total interest from all sources2021-12-31$727,178
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$126,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$126,081
Administrative expenses professional fees incurred2021-12-31$143,304
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$117,662
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$123,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$169,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$150,888
Administrative expenses (other) incurred2021-12-31$14,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-7,288,870
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,506,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,795,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$152,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,086,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,778,190
Income. Interest from corporate debt instruments2021-12-31$727,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,084,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$157,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$157,454
Asset value of US Government securities at end of year2021-12-31$3,721,313
Asset value of US Government securities at beginning of year2021-12-31$6,229,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,106,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,938,832
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$20,325,865
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$18,355,594
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCKONLY & ASBURY LLP
Accountancy firm EIN2021-12-31231909723
2020 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,593,893
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,483,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,130,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$120,000
Value of total assets at end of year2020-12-31$47,795,031
Value of total assets at beginning of year2020-12-31$41,684,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$353,133
Total interest from all sources2020-12-31$1,630,478
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$115,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$115,814
Administrative expenses professional fees incurred2020-12-31$171,937
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$123,797
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$149,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$150,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$99,230
Administrative expenses (other) incurred2020-12-31$85,567
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,110,442
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,795,031
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,684,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$95,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,778,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,788,461
Income. Interest from corporate debt instruments2020-12-31$1,630,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$157,454
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$213,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$213,410
Asset value of US Government securities at end of year2020-12-31$6,229,108
Asset value of US Government securities at beginning of year2020-12-31$2,737,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,727,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,130,318
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$18,355,594
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,696,746
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,728
Total income from all sources (including contributions)2019-12-31$8,742,889
Total income from all sources (including contributions)2019-12-31$8,742,889
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,488,758
Total of all expenses incurred2019-12-31$2,488,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,142,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,000,000
Value of total assets at end of year2019-12-31$41,684,589
Value of total assets at end of year2019-12-31$41,684,589
Value of total assets at beginning of year2019-12-31$35,448,186
Value of total assets at beginning of year2019-12-31$35,448,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$346,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$346,754
Total interest from all sources2019-12-31$1,006,113
Total interest from all sources2019-12-31$1,006,113
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$186,267
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$186,267
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$149,529
Assets. Other investments not covered elsewhere at end of year2019-12-31$149,529
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$99,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$99,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$414,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$414,628
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$17,728
Liabilities. Value of operating payables at beginning of year2019-12-31$17,728
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$50,579
Total non interest bearing cash at beginning of year2019-12-31$50,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,254,131
Value of net income/loss2019-12-31$6,254,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,684,589
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,684,589
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,430,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,430,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,788,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,788,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,963,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,963,996
Income. Interest from corporate debt instruments2019-12-31$1,001,960
Income. Interest from corporate debt instruments2019-12-31$1,001,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$213,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$311,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$311,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$311,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$311,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,153
Asset value of US Government securities at end of year2019-12-31$2,737,213
Asset value of US Government securities at end of year2019-12-31$2,737,213
Asset value of US Government securities at beginning of year2019-12-31$4,744,872
Asset value of US Government securities at beginning of year2019-12-31$4,744,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,550,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,550,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,000,000
Contributions received in cash from employer2019-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,142,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,142,004
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,696,746
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$12,962,880
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$12,962,880
Contract administrator fees2019-12-31$346,754
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,735,799
Total unrealized appreciation/depreciation of assets2018-12-31$-3,735,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-508,034
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,115,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,844,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,000,644
Value of total assets at end of year2018-12-31$35,448,186
Value of total assets at beginning of year2018-12-31$38,053,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$270,807
Total interest from all sources2018-12-31$616,213
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$388,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$388,335
Administrative expenses professional fees incurred2018-12-31$91,076
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$644
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$414,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$218,805
Administrative expenses (other) incurred2018-12-31$100,893
Liabilities. Value of operating payables at end of year2018-12-31$17,728
Total non interest bearing cash at end of year2018-12-31$50,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,623,428
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,430,458
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,053,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$78,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,963,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,949,215
Income. Interest from US Government securities2018-12-31$103,428
Income. Interest from corporate debt instruments2018-12-31$508,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$311,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$704,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$704,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,712
Asset value of US Government securities at end of year2018-12-31$4,744,872
Asset value of US Government securities at beginning of year2018-12-31$3,942,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$1,222,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,844,587
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$12,962,880
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$13,238,577
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TATE & TRYON
Accountancy firm EIN2018-12-31521855942
2017 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,155,928
Total unrealized appreciation/depreciation of assets2017-12-31$2,155,928
Total income from all sources (including contributions)2017-12-31$6,168,982
Total of all expenses incurred2017-12-31$1,965,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,707,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,000,129
Value of total assets at end of year2017-12-31$38,053,886
Value of total assets at beginning of year2017-12-31$33,850,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$258,305
Total interest from all sources2017-12-31$474,719
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$370,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$370,365
Administrative expenses professional fees incurred2017-12-31$91,787
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$150,866
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$129
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$218,805
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$146,291
Administrative expenses (other) incurred2017-12-31$100,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,203,411
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,053,886
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,850,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$65,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,949,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,787,337
Income. Interest from US Government securities2017-12-31$59,092
Income. Interest from corporate debt instruments2017-12-31$413,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$704,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$675,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$675,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,788
Asset value of US Government securities at end of year2017-12-31$3,942,619
Asset value of US Government securities at beginning of year2017-12-31$2,493,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,167,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,707,266
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$13,238,577
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,596,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TATE & TRYON
Accountancy firm EIN2017-12-31521855942
2016 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,014,351
Total unrealized appreciation/depreciation of assets2016-12-31$1,014,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85,500
Total income from all sources (including contributions)2016-12-31$3,656,416
Total of all expenses incurred2016-12-31$1,908,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,672,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,002,480
Value of total assets at end of year2016-12-31$33,850,475
Value of total assets at beginning of year2016-12-31$32,187,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$235,561
Total interest from all sources2016-12-31$339,635
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$462,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$462,273
Administrative expenses professional fees incurred2016-12-31$80,319
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$150,866
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$209,646
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,480
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$146,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$158,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$85,500
Administrative expenses (other) incurred2016-12-31$99,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,748,201
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,850,475
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$32,102,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$55,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,787,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,719,936
Income. Interest from US Government securities2016-12-31$22,999
Income. Interest from corporate debt instruments2016-12-31$316,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$675,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$190,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$190,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$216
Asset value of US Government securities at end of year2016-12-31$2,493,818
Asset value of US Government securities at beginning of year2016-12-31$2,369,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$837,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,672,654
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,596,499
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$8,539,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TATE & TRYON
Accountancy firm EIN2016-12-31521855942
2015 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-741,539
Total unrealized appreciation/depreciation of assets2015-12-31$-741,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,500
Total income from all sources (including contributions)2015-12-31$546,169
Total loss/gain on sale of assets2015-12-31$584,791
Total of all expenses incurred2015-12-31$1,952,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,693,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$750,000
Value of total assets at end of year2015-12-31$32,187,774
Value of total assets at beginning of year2015-12-31$33,508,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$259,111
Total interest from all sources2015-12-31$386,902
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$465,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$465,112
Administrative expenses professional fees incurred2015-12-31$115,086
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$209,646
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$158,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$158,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$137,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$85,500
Administrative expenses (other) incurred2015-12-31$85,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,406,626
Value of net assets at end of year (total assets less liabilities)2015-12-31$32,102,274
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,508,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$58,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,719,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,631,248
Interest earned on other investments2015-12-31$8,658
Income. Interest from US Government securities2015-12-31$26,351
Income. Interest from corporate debt instruments2015-12-31$351,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$190,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$253,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$253,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Asset value of US Government securities at end of year2015-12-31$2,369,730
Asset value of US Government securities at beginning of year2015-12-31$2,827,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-899,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,693,684
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$8,539,459
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,499,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$4,708,214
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,123,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TATE & TRYON, CPAS
Accountancy firm EIN2015-12-31521855942
2014 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-265,684
Total unrealized appreciation/depreciation of assets2014-12-31$-265,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,670
Total income from all sources (including contributions)2014-12-31$3,582,159
Total loss/gain on sale of assets2014-12-31$2,407,290
Total of all expenses incurred2014-12-31$1,998,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,692,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$765,957
Value of total assets at end of year2014-12-31$33,508,900
Value of total assets at beginning of year2014-12-31$31,927,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$305,994
Total interest from all sources2014-12-31$359,911
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$425,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$429,425
Administrative expenses professional fees incurred2014-12-31$137,640
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$158,812
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$101,035
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$137,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$119,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,670
Administrative expenses (other) incurred2014-12-31$85,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,583,581
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,508,900
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,925,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$83,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,631,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,917,652
Interest earned on other investments2014-12-31$5,045
Income. Interest from US Government securities2014-12-31$25,766
Income. Interest from corporate debt instruments2014-12-31$329,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$253,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$412,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$412,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36
Asset value of US Government securities at end of year2014-12-31$2,827,776
Asset value of US Government securities at beginning of year2014-12-31$2,142,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-111,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$764,344
Income. Dividends from common stock2014-12-31$-3,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,692,584
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,499,747
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$7,423,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,811,889
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$21,264,295
Aggregate carrying amount (costs) on sale of assets2014-12-31$18,857,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TATE & TRYON, CPAS
Accountancy firm EIN2014-12-31521855942
2013 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-302,623
Total unrealized appreciation/depreciation of assets2013-12-31$-302,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,713
Total income from all sources (including contributions)2013-12-31$5,411,380
Total loss/gain on sale of assets2013-12-31$466,049
Total of all expenses incurred2013-12-31$2,061,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,776,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,403,716
Value of total assets at end of year2013-12-31$31,927,989
Value of total assets at beginning of year2013-12-31$28,611,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$285,106
Total interest from all sources2013-12-31$324,017
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$273,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$231,315
Administrative expenses professional fees incurred2013-12-31$110,467
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$101,035
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$109,880
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$119,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$105,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$36,713
Administrative expenses (other) incurred2013-12-31$83,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,350,196
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,925,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,575,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$91,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,917,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,290,058
Interest earned on other investments2013-12-31$5,400
Income. Interest from US Government securities2013-12-31$21,158
Income. Interest from corporate debt instruments2013-12-31$297,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$412,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$239,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$239,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$28
Asset value of US Government securities at end of year2013-12-31$2,142,428
Asset value of US Government securities at beginning of year2013-12-31$2,785,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,247,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,400,000
Income. Dividends from common stock2013-12-31$41,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,776,078
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$7,423,680
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$7,282,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,811,889
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,799,520
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,075,333
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,609,284
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TATE & TRYON, CPAS
Accountancy firm EIN2013-12-31521855942
2012 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,671,993
Total unrealized appreciation/depreciation of assets2012-12-31$1,671,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$36,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$129,475
Total income from all sources (including contributions)2012-12-31$3,738,862
Total loss/gain on sale of assets2012-12-31$635,166
Total of all expenses incurred2012-12-31$2,155,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,835,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$707,241
Value of total assets at end of year2012-12-31$28,611,836
Value of total assets at beginning of year2012-12-31$27,121,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$319,516
Total interest from all sources2012-12-31$287,923
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$269,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$224,251
Administrative expenses professional fees incurred2012-12-31$131,219
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$109,880
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$105,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$103,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$36,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,635
Administrative expenses (other) incurred2012-12-31$100,007
Liabilities. Value of operating payables at beginning of year2012-12-31$125,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,583,425
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,575,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,991,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$88,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,290,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,655,648
Interest earned on other investments2012-12-31$11,768
Income. Interest from US Government securities2012-12-31$938
Income. Interest from corporate debt instruments2012-12-31$275,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$239,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$847,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$847,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$74
Asset value of US Government securities at end of year2012-12-31$2,785,234
Asset value of US Government securities at beginning of year2012-12-31$3,046,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$167,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$695,624
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$775,942
Income. Dividends from common stock2012-12-31$44,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,835,921
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$7,282,124
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$6,162,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,799,520
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,529,577
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,220,428
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,585,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TATE & TRYON
Accountancy firm EIN2012-12-31521855942
2011 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$890,079
Total unrealized appreciation/depreciation of assets2011-12-31$890,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$129,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$40,212
Total income from all sources (including contributions)2011-12-31$3,070,323
Total loss/gain on sale of assets2011-12-31$363,325
Total of all expenses incurred2011-12-31$2,067,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,755,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,477,053
Value of total assets at end of year2011-12-31$27,121,173
Value of total assets at beginning of year2011-12-31$26,028,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$311,412
Total interest from all sources2011-12-31$235,422
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$273,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$241,526
Administrative expenses professional fees incurred2011-12-31$130,302
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$1,000,000
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$177,304
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$103,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,109,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,611
Other income not declared elsewhere2011-12-31$7,700
Administrative expenses (other) incurred2011-12-31$86,739
Liabilities. Value of operating payables at end of year2011-12-31$125,840
Liabilities. Value of operating payables at beginning of year2011-12-31$31,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,003,067
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,991,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,988,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$94,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,655,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,367,791
Interest earned on other investments2011-12-31$-17,572
Income. Interest from US Government securities2011-12-31$16,359
Income. Interest from corporate debt instruments2011-12-31$236,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$847,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$353,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$353,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$41
Asset value of US Government securities at end of year2011-12-31$3,046,850
Asset value of US Government securities at beginning of year2011-12-31$3,436,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-176,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,475,785
Employer contributions (assets) at end of year2011-12-31$775,942
Employer contributions (assets) at beginning of year2011-12-31$456,516
Income. Dividends from common stock2011-12-31$31,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,755,844
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$6,162,210
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,537,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,529,577
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,590,543
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$9,573,011
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,209,686
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TATE & TRYON
Accountancy firm EIN2011-12-31521855942
2010 : NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$676,970
Total unrealized appreciation/depreciation of assets2010-12-31$676,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,658
Total income from all sources (including contributions)2010-12-31$3,528,463
Total loss/gain on sale of assets2010-12-31$583,057
Total of all expenses incurred2010-12-31$2,095,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,814,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$456,516
Value of total assets at end of year2010-12-31$26,028,843
Value of total assets at beginning of year2010-12-31$24,589,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$280,732
Total interest from all sources2010-12-31$295,377
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$249,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$196,152
Administrative expenses professional fees incurred2010-12-31$103,580
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$1,000,000
Assets. Other investments not covered elsewhere at end of year2010-12-31$177,304
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$58,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,109,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$81,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,057
Other income not declared elsewhere2010-12-31$5,387
Administrative expenses (other) incurred2010-12-31$80,570
Liabilities. Value of operating payables at end of year2010-12-31$31,601
Liabilities. Value of operating payables at beginning of year2010-12-31$31,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,433,406
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,988,631
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,555,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$96,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,367,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,048,355
Interest earned on other investments2010-12-31$24,662
Income. Interest from US Government securities2010-12-31$58,612
Income. Interest from corporate debt instruments2010-12-31$212,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$353,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$179,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$179,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$47
Asset value of US Government securities at end of year2010-12-31$3,436,461
Asset value of US Government securities at beginning of year2010-12-31$3,969,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,261,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$456,516
Employer contributions (assets) at end of year2010-12-31$456,516
Income. Dividends from common stock2010-12-31$53,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,814,325
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,537,102
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,108,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,590,543
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,144,050
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$11,457,149
Aggregate carrying amount (costs) on sale of assets2010-12-31$10,874,092
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TATE & TRYON
Accountancy firm EIN2010-12-31521855942

Form 5500 Responses for NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN

2022: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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