NECA-IBEW LOCAL 480 has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : IBEW LOCAL 480 PENSION PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $87,995 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $72,044 |
| Total income from all sources (including contributions) | 2022-06-30 | $-8,952,788 |
| Total of all expenses incurred | 2022-06-30 | $4,824,085 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $4,530,414 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $4,467,701 |
| Value of total assets at end of year | 2022-06-30 | $92,006,480 |
| Value of total assets at beginning of year | 2022-06-30 | $105,767,402 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $293,671 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $3,492,128 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $3,492,128 |
| Administrative expenses professional fees incurred | 2022-06-30 | $108,334 |
| Was this plan covered by a fidelity bond | 2022-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Administrative expenses (other) incurred | 2022-06-30 | $82,542 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $87,995 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $72,044 |
| Total non interest bearing cash at end of year | 2022-06-30 | $260,481 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $67,453 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-13,776,873 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $91,918,485 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $105,695,358 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Investment advisory and management fees | 2022-06-30 | $102,795 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $83,365,854 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $97,293,927 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $7,598,754 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $7,419,843 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-17,029,842 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $117,225 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $4,467,701 |
| Employer contributions (assets) at end of year | 2022-06-30 | $781,391 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $986,179 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $4,530,414 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2022-06-30 | 205630688 |
| 2021 : IBEW LOCAL 480 PENSION PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $72,044 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $99,940 |
| Total income from all sources (including contributions) | 2021-06-30 | $24,133,505 |
| Total of all expenses incurred | 2021-06-30 | $4,484,352 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $4,252,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $4,067,480 |
| Value of total assets at end of year | 2021-06-30 | $105,767,402 |
| Value of total assets at beginning of year | 2021-06-30 | $86,146,145 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $231,981 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $1,432,748 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $1,432,748 |
| Administrative expenses professional fees incurred | 2021-06-30 | $36,269 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2021-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-06-30 | $4,067,480 |
| Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $4,067,480 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Administrative expenses (other) incurred | 2021-06-30 | $80,856 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $72,044 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $99,940 |
| Total non interest bearing cash at end of year | 2021-06-30 | $67,453 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $41,264 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $19,649,153 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $105,695,358 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $86,046,205 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Investment advisory and management fees | 2021-06-30 | $114,856 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $97,293,927 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $78,568,285 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $7,419,843 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $6,905,059 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $18,489,702 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $143,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $4,067,480 |
| Employer contributions (assets) at end of year | 2021-06-30 | $986,179 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $631,537 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $4,252,371 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Disclaimer |
| Accountancy firm name | 2021-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2021-06-30 | 205630688 |
| 2020 : IBEW LOCAL 480 PENSION PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $99,940 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $44,393 |
| Total income from all sources (including contributions) | 2020-06-30 | $7,316,352 |
| Total of all expenses incurred | 2020-06-30 | $3,775,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $3,565,052 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $3,725,043 |
| Value of total assets at end of year | 2020-06-30 | $86,146,145 |
| Value of total assets at beginning of year | 2020-06-30 | $82,549,606 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $210,308 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $1,691,681 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $1,691,681 |
| Administrative expenses professional fees incurred | 2020-06-30 | $41,091 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Administrative expenses (other) incurred | 2020-06-30 | $74,154 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $99,940 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $44,393 |
| Total non interest bearing cash at end of year | 2020-06-30 | $41,264 |
| Total non interest bearing cash at beginning of year | 2020-06-30 | $56,441 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $3,540,992 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $86,046,205 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $82,505,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Investment advisory and management fees | 2020-06-30 | $95,063 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $78,568,285 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $75,152,694 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $6,905,059 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $6,718,088 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $1,747,226 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $152,402 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $3,725,043 |
| Employer contributions (assets) at end of year | 2020-06-30 | $631,537 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $622,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $3,565,052 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Disclaimer |
| Accountancy firm name | 2020-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2020-06-30 | 205630688 |
| 2019 : IBEW LOCAL 480 PENSION PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $44,393 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $94,073 |
| Total income from all sources (including contributions) | 2019-06-30 | $8,197,517 |
| Total of all expenses incurred | 2019-06-30 | $4,088,083 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $3,873,124 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $3,338,990 |
| Value of total assets at end of year | 2019-06-30 | $82,549,606 |
| Value of total assets at beginning of year | 2019-06-30 | $78,489,852 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $214,959 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $1,697,860 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $1,697,860 |
| Administrative expenses professional fees incurred | 2019-06-30 | $32,575 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2019-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-06-30 | $3,338,990 |
| Amount contributed by the employer to the plan for this plan year | 2019-06-30 | $3,338,990 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Administrative expenses (other) incurred | 2019-06-30 | $75,451 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $44,393 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $94,073 |
| Total non interest bearing cash at end of year | 2019-06-30 | $56,441 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $213,072 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $4,109,434 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $82,505,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $78,395,779 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Investment advisory and management fees | 2019-06-30 | $106,933 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $75,152,694 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $70,648,928 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $6,718,088 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $7,056,203 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $3,010,266 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $150,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $3,338,990 |
| Employer contributions (assets) at end of year | 2019-06-30 | $622,383 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $571,589 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $3,873,124 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-06-30 | $60 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
| Accountancy firm name | 2019-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2019-06-30 | 205630688 |
| 2018 : IBEW LOCAL 480 PENSION PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $94,073 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $60,121 |
| Total income from all sources (including contributions) | 2018-06-30 | $8,815,374 |
| Total of all expenses incurred | 2018-06-30 | $3,833,190 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $3,608,941 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $3,049,810 |
| Value of total assets at end of year | 2018-06-30 | $78,489,852 |
| Value of total assets at beginning of year | 2018-06-30 | $73,473,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $224,249 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $1,439,173 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $1,439,173 |
| Administrative expenses professional fees incurred | 2018-06-30 | $31,340 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2018-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-06-30 | $3,049,810 |
| Amount contributed by the employer to the plan for this plan year | 2018-06-30 | $3,049,810 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Administrative expenses (other) incurred | 2018-06-30 | $78,887 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $94,073 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $60,121 |
| Total non interest bearing cash at end of year | 2018-06-30 | $213,072 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $21,357 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $4,982,184 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $78,395,779 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $73,413,595 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Investment advisory and management fees | 2018-06-30 | $114,022 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $70,648,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $65,122,571 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $7,056,203 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $7,553,394 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $4,185,128 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $141,263 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $3,049,810 |
| Employer contributions (assets) at end of year | 2018-06-30 | $571,589 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $776,151 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $3,608,941 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-06-30 | $60 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-06-30 | $243 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
| Accountancy firm name | 2018-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2018-06-30 | 205630688 |
| 2017 : IBEW LOCAL 480 PENSION PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $60,121 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $51,072 |
| Total income from all sources (including contributions) | 2017-06-30 | $10,391,640 |
| Total of all expenses incurred | 2017-06-30 | $3,327,394 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $3,112,240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $3,197,285 |
| Value of total assets at end of year | 2017-06-30 | $73,473,716 |
| Value of total assets at beginning of year | 2017-06-30 | $66,400,421 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $215,154 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $1,305,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $1,305,243 |
| Administrative expenses professional fees incurred | 2017-06-30 | $33,375 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Administrative expenses (other) incurred | 2017-06-30 | $77,110 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $60,121 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $51,072 |
| Total non interest bearing cash at end of year | 2017-06-30 | $21,357 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $20,939 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $7,064,246 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $73,413,595 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $66,349,349 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Investment advisory and management fees | 2017-06-30 | $104,669 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $65,122,571 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $58,550,885 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $7,553,394 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $7,296,335 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $5,760,393 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $128,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $3,197,285 |
| Employer contributions (assets) at end of year | 2017-06-30 | $776,151 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $531,836 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $3,112,240 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-06-30 | $243 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-06-30 | $426 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2017-06-30 | 205630688 |
| 2016 : IBEW LOCAL 480 PENSION PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $51,072 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $52,101 |
| Total income from all sources (including contributions) | 2016-06-30 | $4,594,826 |
| Total of all expenses incurred | 2016-06-30 | $4,256,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $4,057,407 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $2,809,570 |
| Value of total assets at end of year | 2016-06-30 | $66,400,421 |
| Value of total assets at beginning of year | 2016-06-30 | $66,063,214 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $199,183 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $39,159 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2016-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $2,809,570 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $2,809,570 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Administrative expenses (other) incurred | 2016-06-30 | $78,611 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $51,072 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $52,101 |
| Total non interest bearing cash at end of year | 2016-06-30 | $20,939 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $13,275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $338,236 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $66,349,349 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $66,011,113 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Investment advisory and management fees | 2016-06-30 | $81,413 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $65,847,220 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $65,442,457 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $1,785,256 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $2,809,570 |
| Employer contributions (assets) at end of year | 2016-06-30 | $531,836 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $606,874 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $4,057,407 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-06-30 | $426 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-06-30 | $608 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
| Accountancy firm name | 2016-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2016-06-30 | 205630688 |
| 2015 : IBEW LOCAL 480 PENSION PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $52,100 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $157,328 |
| Total income from all sources (including contributions) | 2015-06-30 | $4,861,393 |
| Total of all expenses incurred | 2015-06-30 | $3,941,622 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $3,728,804 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $2,722,314 |
| Value of total assets at end of year | 2015-06-30 | $66,063,214 |
| Value of total assets at beginning of year | 2015-06-30 | $65,248,671 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $212,818 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Administrative expenses professional fees incurred | 2015-06-30 | $55,580 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $2,722,314 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $2,722,314 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Administrative expenses (other) incurred | 2015-06-30 | $78,425 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $52,100 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $157,328 |
| Total non interest bearing cash at end of year | 2015-06-30 | $13,275 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $16,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $919,771 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $66,011,114 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $65,091,343 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Investment advisory and management fees | 2015-06-30 | $78,813 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $65,442,457 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $64,455,690 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $2,139,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $2,722,314 |
| Employer contributions (assets) at end of year | 2015-06-30 | $606,874 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $775,927 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $3,728,804 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-06-30 | $608 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-06-30 | $791 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
| Accountancy firm name | 2015-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2015-06-30 | 205630688 |
| 2014 : IBEW LOCAL 480 PENSION PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $157,328 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $85,390 |
| Total income from all sources (including contributions) | 2014-06-30 | $9,488,671 |
| Total of all expenses incurred | 2014-06-30 | $3,111,725 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,915,610 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,747,699 |
| Value of total assets at end of year | 2014-06-30 | $65,248,671 |
| Value of total assets at beginning of year | 2014-06-30 | $58,799,787 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $196,115 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Administrative expenses professional fees incurred | 2014-06-30 | $31,943 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $2,744,331 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $2,744,331 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $3,367 |
| Administrative expenses (other) incurred | 2014-06-30 | $86,570 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $157,328 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $85,390 |
| Total non interest bearing cash at end of year | 2014-06-30 | $16,263 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $108,291 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $6,376,946 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $65,091,343 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $58,714,397 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Investment advisory and management fees | 2014-06-30 | $77,602 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $64,455,690 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $57,828,267 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $6,740,972 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $2,744,332 |
| Employer contributions (assets) at end of year | 2014-06-30 | $775,927 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $863,229 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $2,915,610 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-06-30 | $791 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2014-06-30 | 205630688 |
| 2013 : IBEW LOCAL 480 PENSION PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $85,390 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $304,721 |
| Total income from all sources (including contributions) | 2013-06-30 | $7,362,097 |
| Total of all expenses incurred | 2013-06-30 | $3,397,094 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $3,201,193 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $2,693,967 |
| Value of total assets at end of year | 2013-06-30 | $58,799,787 |
| Value of total assets at beginning of year | 2013-06-30 | $55,054,115 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $195,901 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Administrative expenses professional fees incurred | 2013-06-30 | $47,544 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $2,691,215 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $2,691,215 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $2,752 |
| Administrative expenses (other) incurred | 2013-06-30 | $98,933 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $85,390 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $304,721 |
| Total non interest bearing cash at end of year | 2013-06-30 | $108,291 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $171,765 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $3,965,003 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $58,714,397 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $54,749,394 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $49,424 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $57,828,267 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $53,849,369 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $4,668,130 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $2,691,215 |
| Employer contributions (assets) at end of year | 2013-06-30 | $863,229 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $1,032,981 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $3,201,193 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2013-06-30 | 205630688 |
| 2012 : IBEW LOCAL 480 PENSION PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $304,721 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $159,209 |
| Total income from all sources (including contributions) | 2012-06-30 | $4,193,419 |
| Total of all expenses incurred | 2012-06-30 | $3,155,006 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $3,005,534 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $2,966,750 |
| Value of total assets at end of year | 2012-06-30 | $55,054,115 |
| Value of total assets at beginning of year | 2012-06-30 | $53,870,190 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $149,472 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Administrative expenses professional fees incurred | 2012-06-30 | $31,118 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $2,966,750 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $2,966,750 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Administrative expenses (other) incurred | 2012-06-30 | $73,139 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $304,721 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $159,209 |
| Total non interest bearing cash at end of year | 2012-06-30 | $171,765 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $170,036 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $1,038,413 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $54,749,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $53,710,981 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $45,215 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $53,849,369 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $52,852,673 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $1,226,669 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $2,966,750 |
| Employer contributions (assets) at end of year | 2012-06-30 | $1,032,981 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $847,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $3,005,534 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-06-30 | $129 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2012-06-30 | 205630688 |
| 2011 : IBEW LOCAL 480 PENSION PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $159,209 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $52,784 |
| Total income from all sources (including contributions) | 2011-06-30 | $9,704,034 |
| Total of all expenses incurred | 2011-06-30 | $2,492,504 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $2,347,086 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $2,867,905 |
| Value of total assets at end of year | 2011-06-30 | $53,870,190 |
| Value of total assets at beginning of year | 2011-06-30 | $46,552,235 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $145,418 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $27,223 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $2,867,905 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $2,867,905 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Administrative expenses (other) incurred | 2011-06-30 | $75,391 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $159,209 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $52,784 |
| Total non interest bearing cash at end of year | 2011-06-30 | $170,036 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $130,957 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $7,211,530 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $53,710,981 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $46,499,451 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $42,804 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $52,852,673 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $45,725,239 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $6,836,129 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $2,867,905 |
| Employer contributions (assets) at end of year | 2011-06-30 | $847,352 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $695,737 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $2,347,086 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-06-30 | $129 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-06-30 | $302 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | TANN, BROWN & RUSS CO., PLLC |
| Accountancy firm EIN | 2011-06-30 | 205630688 |
| 2010 : IBEW LOCAL 480 PENSION PLAN 2010 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2010-06-30 | $2,618,538 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $2,618,538 |
