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I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 401k Plan overview

Plan NameI.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND
Plan identification number 001

I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

TRUSTEES OF IBEW LOCAL 728 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IBEW LOCAL 728 ANNUITY FUND
Employer identification number (EIN):592794330
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ZAC CASSIDY2023-07-13 JAMES STUBBLEFIELD2023-07-13
0012021-01-01ZAC CASSIDY2022-07-14 JONATHAN BORDEN2022-07-14
0012020-01-01ZAC CASSIDY2021-05-21 J.R. BORDEN2021-05-26
0012019-01-01ZAC CASSIDY2020-06-15 J.R. BORDEN2020-06-16
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID SVETLICK MICHAEL SPRINGSTEAD2015-07-08
0012013-01-01MICHAEL SPRINGSTEAD DAVID SVETLICK2014-07-30
0012012-01-01DAVID SVETLICK JIM STUBBLEFIELD2013-06-27
0012011-01-01DAVID SVETLICK JIM STUBBLEFIELD2012-07-24
0012009-01-01DAVID SVETLICK JIM STUBBLEFIELD2010-10-08

Plan Statistics for I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND

401k plan membership statisitcs for I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND

Measure Date Value
2022: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,761
Total number of active participants reported on line 7a of the Form 55002022-01-011,712
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-011,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-011,776
Number of participants with account balances2022-01-011,419
Number of employers contributing to the scheme2022-01-0160
2021: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,760
Total number of active participants reported on line 7a of the Form 55002021-01-011,699
Number of retired or separated participants receiving benefits2021-01-0126
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-011,761
Number of participants with account balances2021-01-011,432
Number of employers contributing to the scheme2021-01-0158
2020: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,767
Total number of active participants reported on line 7a of the Form 55002020-01-011,701
Number of retired or separated participants receiving benefits2020-01-0128
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-011,760
Number of participants with account balances2020-01-011,454
Number of employers contributing to the scheme2020-01-0146
2019: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,774
Total number of active participants reported on line 7a of the Form 55002019-01-011,707
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-011,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-011,767
Number of participants with account balances2019-01-011,487
Number of employers contributing to the scheme2019-01-0149
2018: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,783
Total number of active participants reported on line 7a of the Form 55002018-01-011,722
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-011,762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-011,774
Number of participants with account balances2018-01-011,535
Number of employers contributing to the scheme2018-01-0162
2017: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,776
Total number of active participants reported on line 7a of the Form 55002017-01-011,731
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-011,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-011,783
Number of participants with account balances2017-01-011,578
Number of employers contributing to the scheme2017-01-0166
2016: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,778
Total number of active participants reported on line 7a of the Form 55002016-01-011,731
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-011,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,776
Number of participants with account balances2016-01-011,581
Number of employers contributing to the scheme2016-01-0164
2015: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,759
Total number of active participants reported on line 7a of the Form 55002015-01-011,741
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,778
Number of participants with account balances2015-01-011,605
Number of employers contributing to the scheme2015-01-0167
2014: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,752
Total number of active participants reported on line 7a of the Form 55002014-01-011,698
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-011,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,759
Number of participants with account balances2014-01-011,653
Number of employers contributing to the scheme2014-01-0168
2013: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,264
Total number of active participants reported on line 7a of the Form 55002013-01-011,700
Number of retired or separated participants receiving benefits2013-01-0119
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-011,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,752
Number of participants with account balances2013-01-011,686
Number of employers contributing to the scheme2013-01-0168
2012: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,149
Total number of active participants reported on line 7a of the Form 55002012-01-012,219
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-012,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,264
Number of participants with account balances2012-01-011,804
Number of employers contributing to the scheme2012-01-0153
2011: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,124
Total number of active participants reported on line 7a of the Form 55002011-01-012,107
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-012,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,149
Number of participants with account balances2011-01-011,786
Number of employers contributing to the scheme2011-01-0155
2009: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,218
Total number of active participants reported on line 7a of the Form 55002009-01-012,138
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-012,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,162
Number of participants with account balances2009-01-011,936
Number of employers contributing to the scheme2009-01-0191

Financial Data on I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND

Measure Date Value
2022 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,586
Total income from all sources (including contributions)2022-12-31$-10,373,519
Total of all expenses incurred2022-12-31$4,486,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,198,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,309,664
Value of total assets at end of year2022-12-31$77,502,515
Value of total assets at beginning of year2022-12-31$92,355,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$287,971
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$743,149
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$743,149
Administrative expenses professional fees incurred2022-12-31$60,639
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$106,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$89,068
Administrative expenses (other) incurred2022-12-31$92,781
Liabilities. Value of operating payables at end of year2022-12-31$36,937
Liabilities. Value of operating payables at beginning of year2022-12-31$29,586
Total non interest bearing cash at end of year2022-12-31$429,495
Total non interest bearing cash at beginning of year2022-12-31$472,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,860,138
Value of net assets at end of year (total assets less liabilities)2022-12-31$77,465,578
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$92,325,716
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$61,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$76,538,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$91,359,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,426,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,309,664
Employer contributions (assets) at end of year2022-12-31$427,958
Employer contributions (assets) at beginning of year2022-12-31$433,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,198,648
Contract administrator fees2022-12-31$73,300
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 name2022-12-31LEGACY PROFESSIONALS
Accountancy firm EIN2022-12-31320043599
2021 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35,069
Total income from all sources (including contributions)2021-12-31$12,430,243
Total of all expenses incurred2021-12-31$5,732,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,447,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,117,216
Value of total assets at end of year2021-12-31$92,355,302
Value of total assets at beginning of year2021-12-31$85,663,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$284,808
Total interest from all sources2021-12-31$37
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,072,993
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$3,072,993
Administrative expenses professional fees incurred2021-12-31$59,781
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,117,216
Amount contributed by the employer to the plan for this plan year2021-12-31$3,117,216
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$89,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$73,331
Administrative expenses (other) incurred2021-12-31$98,889
Liabilities. Value of operating payables at end of year2021-12-31$29,586
Liabilities. Value of operating payables at beginning of year2021-12-31$35,069
Total non interest bearing cash at end of year2021-12-31$472,552
Total non interest bearing cash at beginning of year2021-12-31$128,587
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$6,697,740
Value of net assets at end of year (total assets less liabilities)2021-12-31$92,325,716
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,627,976
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$65,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$91,359,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,761,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$296,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$296,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,239,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,117,216
Employer contributions (assets) at end of year2021-12-31$433,942
Employer contributions (assets) at beginning of year2021-12-31$404,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,447,695
Contract administrator fees2021-12-31$60,525
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 name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,318
Total income from all sources (including contributions)2020-12-31$12,741,954
Total of all expenses incurred2020-12-31$6,431,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,156,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,035,121
Value of total assets at end of year2020-12-31$85,663,045
Value of total assets at beginning of year2020-12-31$79,364,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$274,751
Total interest from all sources2020-12-31$864
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,006,782
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$1,006,782
Administrative expenses professional fees incurred2020-12-31$56,930
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$3,035,121
Amount contributed by the employer to the plan for this plan year2020-12-31$3,035,121
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$73,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$87,617
Administrative expenses (other) incurred2020-12-31$97,354
Liabilities. Value of operating payables at end of year2020-12-31$35,069
Liabilities. Value of operating payables at beginning of year2020-12-31$47,318
Total non interest bearing cash at end of year2020-12-31$128,587
Total non interest bearing cash at beginning of year2020-12-31$153,574
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$6,310,780
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,627,976
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$79,317,196
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$56,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$84,761,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$78,444,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$296,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$254,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$254,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,699,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$3,035,121
Employer contributions (assets) at end of year2020-12-31$404,041
Employer contributions (assets) at beginning of year2020-12-31$424,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,156,423
Contract administrator fees2020-12-31$63,500
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$48,667
Total income from all sources (including contributions)2019-12-31$15,604,437
Total of all expenses incurred2019-12-31$7,281,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,020,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,242,608
Value of total assets at end of year2019-12-31$79,364,514
Value of total assets at beginning of year2019-12-31$71,042,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$261,158
Total interest from all sources2019-12-31$5,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,135,869
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$1,135,869
Administrative expenses professional fees incurred2019-12-31$61,056
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,242,608
Amount contributed by the employer to the plan for this plan year2019-12-31$3,242,608
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$87,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,546
Administrative expenses (other) incurred2019-12-31$84,822
Liabilities. Value of operating payables at end of year2019-12-31$47,318
Liabilities. Value of operating payables at beginning of year2019-12-31$48,667
Total non interest bearing cash at end of year2019-12-31$153,574
Total non interest bearing cash at beginning of year2019-12-31$93,159
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$8,323,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$79,317,196
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,994,177
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$55,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$78,444,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,157,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$254,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$337,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$337,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,220,499
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,242,608
Employer contributions (assets) at end of year2019-12-31$424,381
Employer contributions (assets) at beginning of year2019-12-31$440,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,020,260
Contract administrator fees2019-12-31$60,000
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,776
Total income from all sources (including contributions)2018-12-31$-281,557
Total of all expenses incurred2018-12-31$8,099,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,848,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,586,230
Value of total assets at end of year2018-12-31$71,042,844
Value of total assets at beginning of year2018-12-31$79,394,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$251,147
Total interest from all sources2018-12-31$4,255
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,201,663
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$1,201,663
Administrative expenses professional fees incurred2018-12-31$56,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,586,230
Amount contributed by the employer to the plan for this plan year2018-12-31$2,586,230
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$15,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$25,827
Administrative expenses (other) incurred2018-12-31$77,048
Liabilities. Value of operating payables at end of year2018-12-31$48,667
Liabilities. Value of operating payables at beginning of year2018-12-31$19,776
Total non interest bearing cash at end of year2018-12-31$93,159
Total non interest bearing cash at beginning of year2018-12-31$147,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,380,965
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,994,177
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$79,375,142
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$57,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$70,157,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,497,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$337,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$322,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$322,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,073,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$2,586,230
Employer contributions (assets) at end of year2018-12-31$440,002
Employer contributions (assets) at beginning of year2018-12-31$402,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,848,261
Contract administrator fees2018-12-31$60,000
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,764
Total income from all sources (including contributions)2017-12-31$10,913,304
Total of all expenses incurred2017-12-31$4,219,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,965,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,634,867
Value of total assets at end of year2017-12-31$79,394,918
Value of total assets at beginning of year2017-12-31$72,704,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$253,591
Total interest from all sources2017-12-31$805
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,070,641
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$1,070,641
Administrative expenses professional fees incurred2017-12-31$56,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,634,867
Amount contributed by the employer to the plan for this plan year2017-12-31$2,634,867
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$25,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$29,247
Administrative expenses (other) incurred2017-12-31$81,318
Liabilities. Value of operating payables at end of year2017-12-31$19,776
Liabilities. Value of operating payables at beginning of year2017-12-31$22,764
Total non interest bearing cash at end of year2017-12-31$147,496
Total non interest bearing cash at beginning of year2017-12-31$157,408
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$6,693,733
Value of net assets at end of year (total assets less liabilities)2017-12-31$79,375,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$72,681,409
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$55,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,497,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,878,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$322,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$339,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$339,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,206,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$2,634,867
Employer contributions (assets) at end of year2017-12-31$402,156
Employer contributions (assets) at beginning of year2017-12-31$300,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,965,980
Contract administrator fees2017-12-31$60,000
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,609
Total income from all sources (including contributions)2016-12-31$6,520,818
Total of all expenses incurred2016-12-31$6,826,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,592,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,265,419
Value of total assets at end of year2016-12-31$72,704,173
Value of total assets at beginning of year2016-12-31$73,005,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$233,766
Total interest from all sources2016-12-31$223
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$686,725
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$686,725
Administrative expenses professional fees incurred2016-12-31$63,965
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$2,265,419
Amount contributed by the employer to the plan for this plan year2016-12-31$2,265,419
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$29,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$22,152
Administrative expenses (other) incurred2016-12-31$55,684
Liabilities. Value of operating payables at end of year2016-12-31$22,764
Liabilities. Value of operating payables at beginning of year2016-12-31$18,609
Total non interest bearing cash at end of year2016-12-31$157,408
Total non interest bearing cash at beginning of year2016-12-31$226,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-305,782
Value of net assets at end of year (total assets less liabilities)2016-12-31$72,681,409
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$72,987,191
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$54,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$71,878,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$72,288,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$339,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$207,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$207,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,568,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$2,265,419
Employer contributions (assets) at end of year2016-12-31$300,275
Employer contributions (assets) at beginning of year2016-12-31$261,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,592,834
Contract administrator fees2016-12-31$60,000
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,554
Total income from all sources (including contributions)2015-12-31$2,318,536
Total of all expenses incurred2015-12-31$4,614,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,342,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,351,993
Value of total assets at end of year2015-12-31$73,005,800
Value of total assets at beginning of year2015-12-31$75,292,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$272,135
Total interest from all sources2015-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,101,053
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$1,101,053
Administrative expenses professional fees incurred2015-12-31$81,879
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,351,993
Amount contributed by the employer to the plan for this plan year2015-12-31$2,351,993
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$22,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,507
Other income not declared elsewhere2015-12-31$3,652
Administrative expenses (other) incurred2015-12-31$74,473
Liabilities. Value of operating payables at end of year2015-12-31$18,609
Liabilities. Value of operating payables at beginning of year2015-12-31$9,554
Total non interest bearing cash at end of year2015-12-31$226,615
Total non interest bearing cash at beginning of year2015-12-31$143,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,296,251
Value of net assets at end of year (total assets less liabilities)2015-12-31$72,987,191
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,283,442
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$55,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$72,288,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$74,718,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$207,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$118,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$118,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,138,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$2,351,993
Employer contributions (assets) at end of year2015-12-31$261,538
Employer contributions (assets) at beginning of year2015-12-31$303,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,342,652
Contract administrator fees2015-12-31$60,000
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,879
Total income from all sources (including contributions)2014-12-31$7,181,267
Total of all expenses incurred2014-12-31$5,659,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,413,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,211,327
Value of total assets at end of year2014-12-31$75,292,996
Value of total assets at beginning of year2014-12-31$73,767,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$245,186
Total interest from all sources2014-12-31$36
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$878,314
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$878,314
Administrative expenses professional fees incurred2014-12-31$51,055
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,211,327
Amount contributed by the employer to the plan for this plan year2014-12-31$2,211,327
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29,938
Other income not declared elsewhere2014-12-31$256
Administrative expenses (other) incurred2014-12-31$78,948
Liabilities. Value of operating payables at end of year2014-12-31$9,554
Liabilities. Value of operating payables at beginning of year2014-12-31$5,879
Total non interest bearing cash at end of year2014-12-31$143,750
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$1,522,127
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,283,442
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,761,315
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$55,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$74,718,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,964,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$118,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$535,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$535,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,091,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,211,327
Employer contributions (assets) at end of year2014-12-31$303,309
Employer contributions (assets) at beginning of year2014-12-31$236,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,413,954
Contract administrator fees2014-12-31$60,000
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,737
Total income from all sources (including contributions)2013-12-31$10,118,555
Total of all expenses incurred2013-12-31$5,297,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,035,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,757,312
Value of total assets at end of year2013-12-31$73,767,194
Value of total assets at beginning of year2013-12-31$68,975,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$261,433
Total interest from all sources2013-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$692,023
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$692,023
Administrative expenses professional fees incurred2013-12-31$69,119
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,757,312
Amount contributed by the employer to the plan for this plan year2013-12-31$1,757,312
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,379
Other income not declared elsewhere2013-12-31$6,102
Administrative expenses (other) incurred2013-12-31$73,401
Liabilities. Value of operating payables at end of year2013-12-31$5,879
Liabilities. Value of operating payables at beginning of year2013-12-31$35,737
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$4,821,476
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,761,315
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,939,839
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$52,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$72,964,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$68,569,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$535,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$228,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$228,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,663,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$1,757,312
Employer contributions (assets) at end of year2013-12-31$236,768
Employer contributions (assets) at beginning of year2013-12-31$171,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,035,646
Contract administrator fees2013-12-31$66,872
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,153
Total income from all sources (including contributions)2012-12-31$8,262,672
Total of all expenses incurred2012-12-31$6,975,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,553,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,978,758
Value of total assets at end of year2012-12-31$68,975,576
Value of total assets at beginning of year2012-12-31$67,660,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$421,632
Total interest from all sources2012-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$515,828
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$515,828
Administrative expenses professional fees incurred2012-12-31$76,736
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,978,758
Amount contributed by the employer to the plan for this plan year2012-12-31$1,978,758
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,260
Other income not declared elsewhere2012-12-31$111,648
Administrative expenses (other) incurred2012-12-31$201,153
Liabilities. Value of operating payables at end of year2012-12-31$35,737
Liabilities. Value of operating payables at beginning of year2012-12-31$8,153
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$1,287,044
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,939,839
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$67,652,795
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$64,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$68,569,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,057,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$228,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$251,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$251,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,656,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$1,978,758
Employer contributions (assets) at end of year2012-12-31$171,000
Employer contributions (assets) at beginning of year2012-12-31$341,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,553,996
Contract administrator fees2012-12-31$79,463
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,067
Total income from all sources (including contributions)2011-12-31$2,654,414
Total of all expenses incurred2011-12-31$7,134,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,683,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,781,357
Value of total assets at end of year2011-12-31$67,660,948
Value of total assets at beginning of year2011-12-31$72,138,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$451,623
Total interest from all sources2011-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$320,050
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$320,050
Administrative expenses professional fees incurred2011-12-31$87,457
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,781,357
Amount contributed by the employer to the plan for this plan year2011-12-31$1,781,357
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,321
Other income not declared elsewhere2011-12-31$110,284
Administrative expenses (other) incurred2011-12-31$212,554
Liabilities. Value of operating payables at end of year2011-12-31$8,153
Liabilities. Value of operating payables at beginning of year2011-12-31$5,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,480,527
Value of net assets at end of year (total assets less liabilities)2011-12-31$67,652,795
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,133,322
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$69,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,057,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$71,637,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$251,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$284,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$284,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$442,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$1,781,357
Employer contributions (assets) at end of year2011-12-31$341,000
Employer contributions (assets) at beginning of year2011-12-31$206,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,683,318
Contract administrator fees2011-12-31$81,879
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,169
Total income from all sources (including contributions)2010-12-31$8,523,371
Total of all expenses incurred2010-12-31$7,144,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,700,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,493,202
Value of total assets at end of year2010-12-31$72,138,389
Value of total assets at beginning of year2010-12-31$70,763,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$444,614
Total interest from all sources2010-12-31$649
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$357,566
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$357,566
Administrative expenses professional fees incurred2010-12-31$90,187
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,493,202
Amount contributed by the employer to the plan for this plan year2010-12-31$1,493,202
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$271,834
Other income not declared elsewhere2010-12-31$122,924
Administrative expenses (other) incurred2010-12-31$205,779
Liabilities. Value of operating payables at end of year2010-12-31$5,067
Liabilities. Value of operating payables at beginning of year2010-12-31$9,169
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$1,378,683
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,133,322
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$70,754,639
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$69,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$71,637,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$69,929,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$284,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$331,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$331,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,549,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$1,493,202
Employer contributions (assets) at end of year2010-12-31$206,500
Employer contributions (assets) at beginning of year2010-12-31$231,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,700,074
Contract administrator fees2010-12-31$79,561
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599
2009 : I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,915,502
Amount contributed by the employer to the plan for this plan year2009-12-31$1,915,502

Form 5500 Responses for I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND

2022: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: I.B.E.W. LOCAL UNION NO. 728 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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